1
Bring the client in prepared
Intake and pre-consult forms collect owner concerns, history, and questions before the visit starts.
Care Connect platform
Better aftercare, supported by the whole visit.
Care Connect's core promise is simple: send care plans clients can follow and give your clinic visibility after the patient goes home. Scheduling, pre-visit forms, exams, SOAP notes, charts, and messaging make that aftercare easier to create and manage.
Every feature includedUnlimited staffBuilt for multi-location and single-location teams
The visit workflow should lead naturally into aftercare.
Care Connect keeps the important pieces connected, so the plan that goes home reflects the visit that just happened.
2
Run the day from a real schedule
See appointments, staff assignments, appointment types, rooms, location availability, and workflow status in one operational view.
3
Document care as it happens
Capture concerns, findings, diagnostics, treatments, procedure details, and recovery care in simple, structured exam workflows.
4
Create the record and the plan
Automatically generate SOAP notes for your PIMs, and client-ready care guides, straight from the exam.
5
Monitor recovery at home
Track tasks, view recovery uploads, and see trend changes after the patient leaves, all without follow-up calls.
6
Stay connected between visits
Send clinic announcements or personal reminders, have a conversation, and track guide progress and patient trends at home.
Intake and referrals
Start with clean information, not a phone chase.
New clients, referrals, and scheduled appointments can enter the workflow with the context your team needs before anyone starts typing duplicate notes.
- Branded intake links for new clients and referrals
- Owner and patient details captured before staff intervention
- Reviewable submissions that become usable clinic context
- A cleaner front door for busy or growing practices
Scheduling
Run a schedule that matches real clinic capacity.
Care Connect helps your team see the day as work in motion: appointment types, durations, staffing, rooms, locations, and workflow states.
- Appointment types and visit timing that reflect the actual work
- Staff assignments, location availability, and resource visibility
- Visit workflow states for check-in, exam, hospitalization, discharge, and completion
- Operational visibility without replacing your core PIMS
Pre-consult forms
Walk into the room already knowing what matters.
Appointment-specific forms collect history, concerns, and client questions early so the visit starts with a better story and fewer surprises.
- Species and appointment-aware question sets
- Client input captured and viewable before the exam starts
- Suggested discussion topics that help owners remember what to ask
- Clearer visits for doctors, technicians, and practice managers watching flow
- Client concerns are mapped to standardized VeNom terms in your exam workflow
Exams and SOAP
Document once, then turn the visit into the record and the plan.
The best record is created while the visit is still fresh. Care Connect keeps findings, diagnoses, diagnostics, treatments, notes, and care-plan details in one structured path.
- Structured exam workflows for concerns, findings, diagnostics, treatments, and procedure details
- SOAP generation from the visit context
- Exam values that can continue into patient charts
- Care guides created from what the team actually documented
Care guides
Send instructions clients can follow, not just file away.
Care guides turn the medical plan into a timed, trackable owner experience with context, reminders, tasks, and uploads.
- Step-by-step instructions for medications, restrictions, checks, and follow-up
- Plain-language context so owners understand why each step matters
- App delivery with browser access when an app download is not realistic
- Progress visibility for the clinic without routine check-in calls
Recovery monitoring
Know who needs attention after checkout.
Instead of calling every owner to find out what happened, your team can review recovery progress, task completion, uploads, and trends.
- Task completion and missed-step visibility by patient
- Owner-uploaded photos, files, and updates attached to the care workflow
- Recovery snapshots and trend changes for procedure cases
- Reminder cadences that help staff follow up on the right patient at the right time
Health charts and analytics
Turn the follow-through loop into better clinic decisions.
Care Connect gives owners and managers a practical view of whether the workflow is working: patient trends, guide completion, location behavior, and where the team needs support.
- Exam values and owner-logged updates that can build patient health charts
- Guide performance and task completion visibility
- Location and team context for multi-location operations
- A clearer way to improve consistency without relying on anecdote
For the people running the clinic
A better workflow, anchored in aftercare.
Care Connect helps owners and managers improve the work around the visit without losing sight of the core outcome: clients understand and follow the plan at home.
Owners see the whole operation
A single place to understand the day's visit flow, staff load, patient follow-through, and where the process is breaking down.
Managers standardize what works
Guide libraries, appointment types, workflow states, and location views help turn the best local process into a repeatable one.
Clinical teams lose fewer details
Pre-visit context, structured exams, SOAP generation, and care plans stay connected instead of living in scattered notes.
Clients get clearer next steps
The plan goes home as reminders, tasks, uploads, and plain-language guidance that your clinic can still see.
See how Care Connect fits your clinic workflow.
Get started with a platform that connects scheduling, records, care plans, recovery visibility, and client follow-through.
No long-term contractsWorks alongside your PIMSEvery feature included