Client Communications
Drafts reminders, confirmations, review replies and routine follow-ups for staff to review and send
Stays out: Medical records, diagnoses, dosing
The Veterinary Clinics Pack is how Small Biz Data works with animal hospitals and veterinary practices. It starts with the visit: every service performed gets charged, every pet that is due gets a reminder, and the pharmacy and supply shelves match what the system says.
General and companion-animal hospitals, mixed-animal and equine practices, small groups of two to five clinics, and mobile practices. Their data sits across a practice management system, reminder and online-booking tools, payment and financing tools, inventory and distributor portals, lab and imaging systems, payroll and the books.
Revenue divided by full-time veterinarians
Where It Comes From: Practice management and staff list
Revenue divided by paid invoices
Where It Comes From: Practice management
Booked and completed appointments per veterinarian on each working day
Where It Comes From: Practice management schedule
Clients with at least one visit in the past 18 months
Where It Comes From: Practice management
First-time clients each month, by source
Where It Comes From: Practice management and booking tool
Share of pets due for a vaccine or wellness visit that book within 30 days of the reminder
Where It Comes From: Reminder tool and practice management
Services and items recorded in the medical record but not on the invoice
Where It Comes From: Practice management audit report
Cost of drugs and supplies sold divided by average inventory
Where It Comes From: Practice management and books
Share of booked appointments missed without notice
Where It Comes From: Practice management schedule
Payroll and benefits as a share of revenue
Where It Comes From: Books and payroll
Targets are set from your own history, never from industry averages.
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Drafts reminders, confirmations, review replies and routine follow-ups for staff to review and send
Stays out: Medical records, diagnoses, dosing
Drafts answers to common client questions about booking, payment, boarding and what to bring
Stays out: Individual pet medical histories
Answers staff questions about how the clinic does things
Stays out: Clinical protocols that need a veterinarian's judgment
Turns the month's inventory and usage export into a plain-language reorder and waste summary
Stays out: Controlled-drug logs
Small Biz Data organizes and connects the practice's operating data. It does not give veterinary, legal or tax advice. AI never makes diagnosis, treatment or dosing decisions; anything clinical a client sees comes from a veterinarian or a veterinarian-approved template. Controlled-drug logs stay in the practice's own system and process, and medical records follow the state's veterinary record rules.
Twenty yes-or-no statements written for Veterinary Clinics. About five minutes, nothing to sign up for.
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes