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Coming Soon on November 14th, 2026
Feature Enhancements
Estimates: Draft and Pending Status
Estimates now have two distinct statuses: Draft for estimates still being built, and Pending for estimates sent to a client and awaiting their response. Previously, both appeared as “Pending,” making it hard to know what still needed attention.
Existing estimates that were in a Pending status that do not have client signature, will be converted to a Draft.
Whiteboard Improvements
Four updates to the Whiteboard make it easier to monitor patients without leaving the board:
Vitals trending — vital signs now show direction over time, so your team can see at a glance whether a patient is improving, stable, or declining.
Diagnostic status — lab and imaging orders are now visible directly on the Whiteboard, including where they stand and whether results are back.
Dose details — treatment cards now show the calculated mL dose alongside dosage, and missing patient weights no longer produce misleading values.
Client and patient info icons — red information icons now appear consistently beside client and patient names in the Whiteboard view and drawer.
Pet Portal Pending Appointments Now Visible
Appointments in “Pending Confirmation” status now appear in the Pet Portal. Previously, clients couldn’t see any appointment until it was confirmed.
Prescription Refill Updates
The Activity Log on a prescription now captures full detail for every refill action — requests, approvals, denials, and cancellations — including any notes attached and which refill in the sequence was affected.
Cancelled prescriptions also now display a clear red “Cancelled” header with the cancellation date, and the inactive Cancel button has been removed so there’s no ambiguity about a prescription’s status.
Patient Profile Tab Labels Now Fully Visible
Tab labels on the Patient Preview page — History, Prescriptions, Estimates, Appointments, and others — now display in full rather than being cut off with an ellipsis.
AI Enhancements
TranscribeAI: Recording and Review Improvements
Five updates to TranscribeAI make it easier to monitor active sessions, track transcript history, and protect existing SOAP content:
Live session indicators
A microphone icon with the recording user’s initials now appears beside the SOAP title, showing whether a session is recording (blue), paused or processing (grey), or ready for review (green). Each staff member’s session shows its own indicator when multiple people record on the same SOAP.
Transcript status and filtering
The Transcripts list under My Profile now shows a Status column instead of Fields Submitted. Statuses include Not Saved to SOAP, Extraction Ready, Saved to SOAP, and Discarded. You can filter by status alongside Patient and Client, and select View SOAP on an unfinished session to pick up where you left off.
AI suggestions retained for 7 days
Completed suggestions stay available for up to 7 days. Reopening the associated SOAP restores them even after a browser refresh, sign-out, or device switch.
SOAP content protected during sync
TranscribeAI now appends AI-generated content rather than overwriting work entered by another user or device, and protects Quick SOAP History and Current Medications from being cleared during synchronization.
In-review SOAP refresh if SOAP
Information changes while you’re in Field Review, selecting Update pulls in the latest values without losing your current AI suggestions.