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.
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 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)
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 later: reusable treatment plan templates
- Coming later: 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 later: prescription refill requests
- Coming later: 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
- Record payments you receive: cash, card, check or transfer
- Track invoice status from draft through sent to paid
- Download PDF invoices for clients and your records
- Automated overdue reminders mark and email clients when invoices go past due
- Coming later: ACH and payment plan options
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
- Coming later: post-visit instructions and follow-up emails
- Coming later: two-way texting with read receipts
- Coming later: 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 later: staff workload and productivity reports
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
- Full prescribing history per pet, searchable by drug or provider
- Coming later: 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
- Automatic overdue reminders sent to clients 7 days after the due date passes
Coming later
These are not part of any plan today. We will say so here when each one is switched on.
Inventory and pharmacy
Product catalog, stock levels and low-stock alerts, dispensing from a visit onto the invoice, a controlled substance log and medication labels.
Athena, an AI training assistant
A chat inside the app that answers how-to questions about DreamForge Vets for your staff.
AI dictation for SOAP notes
Dictate a visit and review a drafted SOAP note before saving it.
SMS reminders
Appointment reminders and confirmations by text message. Reminders go by email today.
Walk-in queue
Arrival order and estimated wait times for drop-in visits.
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.