Today at Moorside Vets
Around thirty agents across six departments, each doing one job, working inside the practice software and email you already use. This is what one ordinary day looks like.
Good evening. 19 boosters booked from this morning's reminders, a worried owner passed straight to a vet, and the 15:30 gap is filled.
- 19 owners booked their pet's booster from this morning's reminders, including Bella on Friday.
- Mr Okafor mentioned a lump on Luna while booking her vaccination. The agent gave no advice and passed it to Dr Morgan with the details.
- The 15:30 consultation cancellation was offered to the waiting list and filled in 9 minutes.
- Two insurance claims are prepared and waiting for a vet to check and sign. All agents healthy.
Today so far
Every action the agents took, in order.
- 08:15Preventive care and revenue
Boosters due and overdue
Overnight the agent read the practice software for pets due or overdue a booster or vaccination. Each owner gets a short, friendly reminder in your wording, with appointment times that are actually free.
52 owners reminded; 19 booked by the end of the day. - 09:30Preventive care and revenue
Clients who drifted away
Clients who have not visited for over a year get a friendly note, and an offer of your health plan.
4 bookings and 2 health plan sign-ups this week. - 10:40Preventive care and revenue
A repeat prescription request
An owner asks for their cat's thyroid medication. The agent takes the details and passes them to a vet to authorise.
Authorised by the vet; the owner is told when to collect. - 11:50Client support and triage
A worried owner
A dog has eaten chocolate. The agent follows the triage rules your own vet signed off, which say this is urgent.
Passed straight to the duty vet with the details already taken. - 14:20Booking
A cancellation
A 15:30 consultation frees up and is offered to the waiting list, in order.
Filled in 9 minutes.
Six departments
Each one a team of agents with one job each.
Connected to
Nothing you use is replaced.
The 08:15 reminder, and the reply
Sent by the agent in your practice's name and your wording. Example data.
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
The whole day
From the first follow-ups at quarter past eight to the maintenance sweep in the evening.
Activity
- 08:15Preventive care and revenue
Boosters due and overdue
Overnight the agent read the practice software for pets due or overdue a booster or vaccination. Each owner gets a short, friendly reminder in your wording, with appointment times that are actually free.
52 owners reminded; 19 booked by the end of the day. - 09:30Preventive care and revenue
Clients who drifted away
Clients who have not visited for over a year get a friendly note, and an offer of your health plan.
4 bookings and 2 health plan sign-ups this week. - 10:40Preventive care and revenue
A repeat prescription request
An owner asks for their cat's thyroid medication. The agent takes the details and passes them to a vet to authorise.
Authorised by the vet; the owner is told when to collect. - 11:50Client support and triage
A worried owner
A dog has eaten chocolate. The agent follows the triage rules your own vet signed off, which say this is urgent.
Passed straight to the duty vet with the details already taken. - 14:20Booking
A cancellation
A 15:30 consultation frees up and is offered to the waiting list, in order.
Filled in 9 minutes. - 15:10Booking
An enquiry while reception is busy
A new client asks about registering their puppy while the front desk is with a patient. The agent registers them and books the first vaccination.
Puppy vaccination booked for Saturday 10:00, confirmation sent. - 16:05Operations and admin
Insurance claim forms
Two claims from this week are prepared from the practice records, ready for the vet to check and sign.
Waiting in the vet's queue, fully filled in. - 17:00Operations and admin
Reviews and the owner report
Clients seen yesterday get your review request, and the dashboard is brought up to date with everything the agents did today.
Three new five-star reviews; the day's figures are on the owner dashboard. - 18:30Maintenance
The daily sweep
Every agent and every connection is checked, and every action taken today is in the audit log.
All agents healthy. Report sent to the practice owner.
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
The 08:15 reminder, and the reply
The agents write in your practice's name and your own wording, and every message is in the log.
Thread
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Preventive care and revenue
Boosters and vaccinations, lapsed clients, health plans, parasite control and repeat prescription reminders.
Today in this department
- 08:15Preventive care and revenue
Boosters due and overdue
Overnight the agent read the practice software for pets due or overdue a booster or vaccination. Each owner gets a short, friendly reminder in your wording, with appointment times that are actually free.
52 owners reminded; 19 booked by the end of the day. - 09:30Preventive care and revenue
Clients who drifted away
Clients who have not visited for over a year get a friendly note, and an offer of your health plan.
4 bookings and 2 health plan sign-ups this week. - 10:40Preventive care and revenue
A repeat prescription request
An owner asks for their cat's thyroid medication. The agent takes the details and passes them to a vet to authorise.
Authorised by the vet; the owner is told when to collect.
Agents
5 in this department.
- Vaccination remindersRunning
- Lapsed clientsRunning
- Health planRunning
- Parasite and repeat prescriptionsRunning
- Revenue trackingRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give veterinary advice
- Triage outside the rules your vet signed
- Authorise a prescription
- Handle end-of-life conversations, which always go to a person
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Booking and scheduling
Books into your diary, registers new clients, fills cancellations, and answers enquiries, including calls if you want it to.
Today in this department
- 14:20Booking
A cancellation
A 15:30 consultation frees up and is offered to the waiting list, in order.
Filled in 9 minutes. - 15:10Booking
An enquiry while reception is busy
A new client asks about registering their puppy while the front desk is with a patient. The agent registers them and books the first vaccination.
Puppy vaccination booked for Saturday 10:00, confirmation sent.
Agents
5 in this department.
- Appointment bookingRunning
- New client registrationRunning
- RemindersRunning
- Cancellation fillRunning
- Enquiry and call answeringRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give veterinary advice
- Triage outside the rules your vet signed
- Authorise a prescription
- Handle end-of-life conversations, which always go to a person
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Client support and triage
Runs the triage rules your own vet signs off, answers common questions and keeps owners updated on referrals.
Today in this department
- 11:50Client support and triage
A worried owner
A dog has eaten chocolate. The agent follows the triage rules your own vet signed off, which say this is urgent.
Passed straight to the duty vet with the details already taken.
Agents
4 in this department.
- TriageRunning
- Frequently asked questionsRunning
- Referral updatesRunning
- Review requestsRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give veterinary advice
- Triage outside the rules your vet signed
- Authorise a prescription
- Handle end-of-life conversations, which always go to a person
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Operations and admin
Prepares insurance claims for a vet to sign, routes messages and produces your reports.
Today in this department
- 16:05Operations and admin
Insurance claim forms
Two claims from this week are prepared from the practice records, ready for the vet to check and sign.
Waiting in the vet's queue, fully filled in. - 17:00Operations and admin
Reviews and the owner report
Clients seen yesterday get your review request, and the dashboard is brought up to date with everything the agents did today.
Three new five-star reviews; the day's figures are on the owner dashboard.
Agents
4 in this department.
- Insurance claimsRunning
- Enquiry routingRunning
- ReportingRunning
- Owner dashboardRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Give veterinary advice
- Triage outside the rules your vet signed
- Authorise a prescription
- Handle end-of-life conversations, which always go to a person
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Maintenance
Checks every agent and every connection every day, and tells us before you notice anything.
Today in this department
- 18:30Maintenance
The daily sweep
Every agent and every connection is checked, and every action taken today is in the audit log.
All agents healthy. Report sent to the practice owner.
Agents
4 in this department.
- Integration healthRunning
- Workflow checkRunning
- Dashboard accuracyRunning
- Daily status reportRunning
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Security
Limits each agent to the data it needs, rotates credentials and logs every action it takes.
Today in this department
Nothing needed this department's attention today. It keeps running in the background, and every action it takes is logged.
Agents
4 in this department.
- Access controlRunning
- Credential rotationRunning
- Audit logRunning
- Unusual activity alertRunning
See it built around your practice
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
One overdue booster, from reminder to booked
Press play to watch one overdue booster go from forgotten to booked, the way the system does it every morning: what it reads, what it sends, where it books, and what you see. Example data.
Practice software
| Pet | Bella, dog |
| Owner | Mrs Hughes |
| Due | Annual booster, 29 August |
| Reminders so far | One, automatic |
| Booked since | Nothing |
Messages
Nothing sent yet.
Diary · Friday · Nurse clinic
Your dashboard
- 02:00 · The agent reads your practice software for boosters that fell due and were never booked. Bella's was due in August and only an automatic reminder went.
- 08:15 · It writes to Mrs Hughes in your practice's name and your wording, with two times that are actually free.
- 09:40 · Mrs Hughes replies: Friday at 16:40.
- 09:40 · It checks the diary. Friday 16:40 in the nurse clinic is still free.
- 09:41 · It books Bella in, in the practice software, and marks the vaccination as booked.
- 09:41 · It confirms with Mrs Hughes, and sets a reminder for the day before.
- 09:41 · Your dashboard updates: one more booster booked, logged against Bella's record so you can check it.
Every booster, one board
Each card is a pet whose booster or vaccination fell due. Click any card to see exactly what was sent, what came back, and where it was booked.
This morning's reminders
Reminded, waiting 32 · £182+
Handed to a vet 1 · £58
Booked 19 · £194+
Friday's diary
Straight from your practice software. The green appointments were booked by the agents; click one to see how it got there.
Friday
Runs itself, under your rules
Every automation agreed with you on the consultation, written as what starts it and what it does. Each one can be paused with a click, and every run is in the log.
Switched on
- WHENA booster or vaccination falls due→ITRemind the owner in your wording, with free times→THENBook the one they pick304 runs this month · every one in the log
- WHENA client has not visited for 12 months→ITSend a friendly note and your health plan→THENBook them in if they reply64 runs this month · every one in the log
- WHENAn owner asks for a repeat prescription→ITTake the details→THENPass it to a vet to authorise38 runs this month · every one in the log
- WHENAn owner describes a symptom→ITFollow the triage rules your vet signed off→THENSend anything urgent straight to the duty vet22 runs this month · every one in the log
- WHENA consultation is cancelled→ITOffer it to the waiting list, in order→THENBook the first to say yes15 runs this month · every one in the log
- WHENAn insurance claim is needed→ITPrepare it from the practice records→THENQueue it for a vet to check and sign11 runs this month · every one in the log
- WHENA client was seen yesterday→ITSend your review request96 runs this month · every one in the log
- WHENEvery evening→ITCheck every agent and every connection→THENSend the owner the daily report30 runs this month · every one in the log
Bella · Mrs Hughes
Annual booster, dog · £62
Every step the agents took, in order. Example data.
- Found in the practice software FoundBella's annual booster fell due on 29 August. One automatic reminder from the practice software, nothing booked since.
- Reminder sent by email, in your wording SentHi Mrs Hughes, Bella's annual booster was due at the end of August, so I just wanted to give you a gentle reminder. Keeping it up to date keeps her protected and her insurance valid. We have appointments free on Wednesday at 10:20 or Friday at 16:40, if either suits. Kind regards, Moorside Vets
- Mrs Hughes replied ReplyOh thank you, I completely forgot! Friday at 16:40 please.
- Checked the diary CheckedFriday 16:40 in the nurse clinic is still free (20 minutes, booster).
- Booked into the practice software BookedFriday 16:40, nurse clinic, Bella, annual booster. Vaccination record marked as booked.
- Confirmation sent SentLovely, Bella is booked in for Friday at 16:40. We'll send you a reminder the day before. Kind regards, Moorside Vets
- Dashboard updated UpdatedBooster counted against Bella's record. A reminder is set for the day before.
Milo · Ms Patel
Booster and kennel cough, dog · £84
Every step the agents took, in order. Example data.
- Found in the practice software FoundBooster and kennel cough due 12 September. Not booked.
- Reminder sent by text SentHi, it's Moorside Vets. Milo is due his booster and kennel cough vaccine. We have Wednesday 10:20 or Thursday 17:00 free. Just reply here.
- Ms Patel replied ReplyWednesday please
- Booked and confirmed BookedWednesday 10:20, nurse clinic. Confirmation sent.
Pepper · Mr Davies
Myxo and RHD vaccine, rabbit · £48
Every step the agents took, in order. Example data.
- Found in the practice software FoundAnnual rabbit vaccine due 3 September. Not booked.
- Reminder sent by email SentA short reminder with two free times.
- Mr Davies asked for an early morning ReplyAnything first thing Thursday?
- Found Thursday 09:30, offered and booked BookedThursday 09:30, Dr Shah. Confirmation sent.
Luna · Mr Okafor
Overdue vaccination, cat · £58
Every step the agents took, in order. Example data.
- Found in the practice software FoundLuna's vaccination is six weeks overdue.
- Reminder sent by email SentA short reminder with two free times.
- Mr Okafor replied ReplyYes please. Also she has a small lump on her side, is that something to worry about?
- Passed to Dr Morgan, with no advice given Your teamYour triage rules say a new lump is for a vet. Dr Morgan has the whole conversation and a note to call him today; the vaccination is held for her to book with the check.
Teddy · Mrs Grant
Annual booster, dog · £62
Every step the agents took, in order. Example data.
- Found in the practice software FoundBooster due 20 September.
- Reminder sent by email SentNo reply yet. If none comes, one gentle reminder goes in a week, then it stops.
Shadow · Mr Lowe
Annual vaccination, cat · £58
Every step the agents took, in order. Example data.
- Found in the practice software FoundVaccination due 15 September.
- Reminder sent by text SentNo reply yet.
Biscuit · the Jones family
Annual booster, dog · £62
Every step the agents took, in order. Example data.
- Found in the practice software FoundBooster due 1 October.
- Reminder sent by email SentNo reply yet.
A demonstration by Meridian AI Systems, the trading name of Blake Fining. Example data throughout.