Features built to make the clinic easier to run from day one
DreamForge Vets is designed for clinics that want more than a new checklist. The goal is a smoother day: faster scheduling, cleaner handoffs, fewer missed appointments, and a better client experience.
Less front-desk friction
Visual scheduling, live availability, and reminders help staff move faster when the day gets busy.
Cleaner handoffs across the team
Shared records and treatment workflows help reduce missed steps from appointment intake to discharge.
A switch that feels manageable
Fast setup, secure data handling, and a simpler learning curve remove the chaos clinics expect from legacy replacements.
Meet Athena, your AI training assistant
Athena lives inside every page of DreamForge Vets. Click the chat bubble and ask her anything about the system -- she walks your team through workflows step by step.
New hires get productive faster. Experienced staff stop interrupting each other with how-to questions. And we keep Athena's training current as the platform evolves.
* Available on Professional and Enterprise plans.
- Guides staff through scheduling, check-in, SOAP notes, billing, and more with step-by-step instructions
- Answers how-to questions instantly without leaving the page -- no manuals, no phone calls to IT
- Remembers each team member's preferences and adapts to how your clinic works
- Trained on your actual system -- Athena only describes features that really exist, never guesses
Scheduling
Keep the front desk moving with a schedule that is easy to read, easy to adjust, and built to reduce missed appointments before they become lost time.
- Book, drag, and rearrange appointments quickly in day, week, and month views
- Reduce no-shows with automated email and SMS reminders
- See real-time provider availability before promising a time slot
- Coordinate providers and rooms from one shared calendar
- Set up recurring appointments for ongoing treatments (weekly, biweekly, or monthly)
- Walk-in queue with estimated wait times for drop-in visits
Patient Records
Give every provider the context they need without digging through tabs, paper, or disconnected notes during a busy clinic day.
- Review complete medical history in a clear timeline
- Track vaccinations with overdue alerts that help staff stay ahead
- Record lab orders and results directly within the visit record
- Document allergies, conditions, and current medications per pet
- Coming Soon: reusable treatment plan templates
- Coming Soon: drug interaction awareness
Owner Portal
Cut down on phone tag and give clients a modern digital experience that keeps them informed without creating more manual work for staff.
- Owners self-register and are auto-matched to their clinic record by email
- Let owners request appointments with provider preferences online
- Cancel upcoming appointments directly from the owner portal
- Complete and sign consent forms ahead of a visit
- Share records, certificates, and vaccine history through secure access
- Show balances and payment history without extra staff follow-up
- Support multi-pet households in one family dashboard
- Coming Soon: prescription refill requests
- Coming Soon: two-way messaging between clinic and owners
Billing
Capture more revenue with a billing workflow that stays connected to care delivered, follow-up owed, and the balances that still need attention.
- Generate invoices with line items, tax, and automatic totals
- Email branded invoices to clients with one click and view in their portal
- Accept credit card payments online via Stripe
- Track invoice status from draft through sent to paid
- Download PDF invoices for clients and your records
- Coming Soon: ACH and payment plan options
- Coming Soon: automated payment reminders for outstanding invoices
Communication
Keep owners informed automatically so your team spends less time repeating routine updates and more time focusing on patient care.
- Send appointment reminders via automated email
- Track overdue vaccinations with clinic-wide reports for outreach
- SMS appointment reminders and confirmations via Telnyx
- Coming Soon: post-visit instructions and follow-up emails
- Coming Soon: two-way texting with read receipts
- Coming Soon: reusable message templates
Operational Reporting
Spot operational bottlenecks and revenue leaks earlier with reporting that helps you manage the clinic instead of rebuilding numbers by hand.
- Track revenue from paid invoices at a glance
- Monitor appointment volume and no-show rates over time
- See new client counts and overdue vaccination lists
- Visual appointment status breakdown by date range (7, 30, 90 days)
- Coming Soon: staff workload and productivity reports
Inventory & Pharmacy
Manage your product catalog, track stock levels, and dispense medications directly from visits without leaving the clinic workflow. (Phase 1)
- Maintain a single product catalog for medications, vaccines, and supplies
- Track stock levels with low-stock alerts so you reorder before you run out
- Dispense items from a visit in one click and have them flow straight to billing
- Controlled substance support with usage logging for DEA-tracked items
- Per-product unit pricing, taxable flags, and reorder thresholds
- Coming Soon: purchase orders and supplier management
- Coming Soon: barcode scanning for receiving and dispensing
Prescription Records
Capture structured prescriptions during the visit so dosing instructions, refills, and patient medication history stay in sync without duplicate entry.
- Write structured Rx records from any visit with dosage, frequency, and route
- Track refills remaining so staff can answer owner questions instantly
- Auto-sync prescriptions to the pet's current medications list
- Link Rx records to inventory items so dispensing updates stock automatically
- Full prescribing history per pet, searchable by drug or provider
- Coming Soon: drug interaction checks and dose calculators
Advanced Financial Reports
Eleven built-in financial reports help you understand revenue, collections, and tax exposure without exporting to a spreadsheet first.
- Revenue Summary, Revenue by Provider, and Revenue by Service category
- Accounts Receivable Aging with current, 30, 60, and 90+ day buckets
- Tax Collected report for sales tax remittance
- Top Clients by lifetime spend and Refunds report
- Revenue Forecast based on scheduled and recent activity
- CSV export on every report plus print-friendly views for board meetings
Email Invoices
Send branded invoices to clients in one click. Owners receive a clean email and can view the same invoice in their portal alongside payment history.
- One-click send from any draft or sent invoice
- Branded email template with your clinic name and logo
- Clients view the invoice in their portal without a separate login
- Send status and timestamps tracked on the invoice record
- Coming Soon: scheduled reminders for outstanding balances
Switching should not disrupt patient care
The platform is positioned to help clinics move forward with less risk, less confusion, and less drag on the team.
Fast time to value
Most clinics can start scheduling in the first day.
Guided onboarding
We help your team get set up without turning the switch into a technical project.
Secure data ownership
Your clinic data stays secure, backed up, and owned by you.
Ready to see how the switch could work?
Start your free trial or talk with us about setup. No credit card required.