Introduction
Veterinary networks and single-location clinics use Altegio to move beyond generic calendars: route cases to the right specialists and resources, keep a unified “client 360” across locations, automate recalls and confirmations, and exchange data with your existing PIMS/EHR through our open API. Core healthcare coverage includes veterinary within the Healthcare vertical and cross‑industry modules (booking, CRM, finance, inventory, loyalty, analytics). See: Industries, Healthcare, About.
Appointment routing to the right vet, room, and equipment
- Configure who can perform which procedure (e.g., dentistry, ultrasound) and durations; the widget shows only valid staff/time combinations. See Assigning staff to services, Online booking setup options (incl. “Any specialist”).
- Reserve equipment and rooms automatically (e.g., X‑ray, surgery) by attaching resources to services. See Assigning resources to services.
- Handle multi‑vet or assistant-required procedures (e.g., anesthesia + surgeon) using complex services (4‑hands+) and precise calendar control. See Scheduling calendar.
- Create staff positions (e.g., Surgeons, Radiologists, Techs) chain‑wide for filtering, payroll, and schedule setup. See Chain positions.
Referrals, triage notes, and documents
- Track referring DVM/clinic and triage data using custom client fields and centralized visit history across locations. See Customer chain card (includes additional client fields and full visit history).
- Attach files (e.g., referral letters, imaging PDFs) directly to bookings for the care team. See Scheduling calendar (attachments to bookings).
- Run public client‑referral programs (owner‑to‑owner referrals) with automatic rewards and reporting. See Referral program and Loyalty transactions report.
Chain client 360 (multi‑location records)
- One shared client list and visit history for the entire chain prevents duplicate profiles and double messaging; metrics roll up at chain level. See Chain client database, What chain analytics + client DB solve.
- Unify staff across sites (single profile, combined statistics) and merge duplicates safely. See Merge staff into chain.
Automated reminders, confirmations, and recalls
- Reduce missed visits with multi‑channel reminders/notifications (SMS, Email, WhatsApp, Push). See Notifications.
- Send “confirm/decline” requests that update visit status automatically. See Client appointment confirmation request.
- Require phone verification in the booking widget to stop test/invalid bookings. See SMS phone confirmation.
- Re‑engage no‑shows automatically with follow‑up invitations. See No‑show follow‑up automation.
Connect your existing PIMS/EHR via our open API
- Altegio is an open platform; integrate appointments, clients, payments, loyalty, and analytics pipelines with your PIMS/EHR through API and webhooks. See Inventory Control (open API note), Online booking analytics (GA events), GA4 integration.
- Install partner apps across many branches at once; receive branch IDs array for activation. See Multi‑branch integration setup.
- You decide the data flow. Use client custom fields + attachments to synchronise referral notes and discharge summaries; expose booking events to your data lake for BI.
Data protection, roles, and GDPR
- GDPR‑aligned processing with users as controllers and Altegio as processor; DPO contact and data‑subject rights are documented. See Privacy Policy (EU).
- Lock down PHI‑adjacent data via granular access rights (hide phone/email, limit history windows) and full data‑access logging. See Securing your data, Appointment calendar access rights.
Veterinary inventory, consumables, and cost control
- Attach bills of materials to services; on confirmation, consumables write off automatically. See Scheduling calendar (sell/write‑off by service), Inventory Control.
- Analyze stock balances, critical minimums, and usage; scan barcodes; export reports. See Inventory balance report.
Payments, deposits, plans, and gift cards
- Take prepayments/retainers through client deposit accounts with auditable finance postings. See Deposit accounts.
- Restrict certain services to members/plans only (e.g., wellness plans) and validate balances during online booking. See Online booking with membership restriction.
- Chain‑level gift card oversight with balances and transactions. See Gift cards report.
KPIs and analytics for veterinary operations
- Service mix profitability (consumables, payroll, profit, % of revenue) and trend visualizations. See Services chain report.
- Staff productivity and cost per hour across locations. See Staff chain report.
- Retention/returning‑client analytics with configurable “loss period” and no‑show metrics. See Retention settings, Analytics overview.
Implementation blueprint (fast start)
1) Define services, durations, and resource needs; assign eligible vets/techs. See Assign staff and Assign resources.
2) Customize the booking widget (steps, fields, branding) and add to site/social. See Online booking.
3) Enable reminders + confirmation requests; set no‑show follow‑ups. See Notifications and Confirmations.
4) Turn on chain client 360 and staff unification if multi‑site. See Chain client DB and Merge staff.
5) Connect PIMS/EHR via API/webhooks; map appointment/client fields and attachments; enable multi‑branch app install. See Multi‑branch integration.
6) Configure inventory write‑off, deposits, memberships, and gift cards. See Inventory Control, Deposits, Memberships, Gift cards.
Quick mapping: veterinary workflows → Altegio features
| Veterinary workflow | Altegio capability |
|---|---|
| Case routed to correct vet/equipment/time | Staff-to-service rules, Resources auto-reserve, Complex services |
| Referral intake with documents | Client custom fields + chain card, Booking attachments |
| Chain-wide client 360 and messaging | Chain client database, Analytics |
| Recalls, confirmations, no-show recovery | Notifications, Confirm/decline, No-show follow-up |
| PIMS/EHR data sync | Open API + events, Multi-branch install |
| Consumables and procedure costs | Inventory write‑off + reports, Inventory balance |
Why Altegio for veterinary operations
- Proven, global scale and reliability (99.98% uptime; 5M+ monthly appointments; 11,000+ businesses in 85–90+ countries). See About, Healthcare.
- Marketplace‑free philosophy protects your client base and brand; chain management built‑in for growth. See About, Industries.
