Vetsy completes the gap in communications between your calls and your PMS.
That’s possible because it’s built to integrate seamlessly with the top PMS platforms that veterinary practices are already using.
Every veterinary practice runs multiple software platforms to complete the client journey from call to consultation.
- Practice website and social media channels
- Internal communications and messaging channels
- Phone system
- PMS for clinical records and treatment scheduling
- Accounting
- Portals for third-party integrations, such as urgent care or insurance
They all need to be able to talk to each other without veterinary receptionists having to jump through hoops each time to request permission, enter passwords, or add updates manually.
With frictionless integration between the phone system and PMS, Vetsy allows all call data to flow freely between conversations and patient records.
What PMS platforms does Vetsy integrate with?
Vetsy integrates with Provet, Lupa, Merlin and Covetrus Ascend platforms.
What are the benefits of platform integration?
Integration allows your Vetsy AI phone system to communicate freely with the PMS, without you having to leave the Vetsy dashboard.
Know who’s calling before you answer
When a call comes in, Vetsy can match it against the client or pet record in the PMS and pull up the details on the smart caller pop-up.
Notes synced automatically
The call recording, summary, transcript and notes are saved to the PMS at the end of the call, eliminating the need for manual note-taking.
Easy appointment booking
Your next steps and appointments are updated in the PMS, so you don’t have to enter the same details twice.
No manual data entry
Save 2-3 minutes after every conversation. All your call notes pass directly to the PMS so busy receptionists can get on with their next task or take care of a client arriving at the front desk for their appointment.
Missed Call Tracking
No need to manually assemble your missed calls or voicemails and find the numbers. Vetsy allows you to complete your list with click-to-dial convenience from the client or pet record you’re currently viewing.
Performance overview
Track team performance across each stage of the call and share examples of outstanding call-handling with the wider team for coaching purposes.
How does integration set-up work?
Adding Vetsy to your existing software and PMS stack doesn’t cause any disruption to your ongoing processes. Most practices are up and running in a few days. Our team provides full support before and after integration.
Is my data secure?
Yes. You’ll still manage data retention policies (eg. GDPR and confidential clinical records) from your PMS, but all data flowing between your Vetsy AI phone system and database is encrypted, with controlled access. Calls can’t be used to access or change your PMS data outside the permissions you set.
What if I don’t use one of your listed PMS platforms?
Tell us what you’re using and we’ll come up with a solution. In most cases, we can configure Vetsy to communicate with whatever platform(s) you’re using.
Want to know more about Vetsy and your PMS? View our partner pages using the link below.
