Short answers for veterinary teams comparing CRM, practice-management, online booking, pet records, SOAP notes, vaccinations, billing, and migration requirements.
A veterinary CRM is the client-operations layer around a clinic: client records, pet profiles, appointments, reminders, billing, estimates, follow-up, and communication history. Some systems also include clinical workflows such as SOAP notes, vaccinations, and patient-specific records.
They should be separate enough to store the right details for each pet, but connected to the owner account. A clinic usually needs owner contact details, pet profiles, appointment history, invoices, reminders, and clinical notes to be easy to review together.
Online booking is useful for routine appointment types when services, availability, lead time, and staff rules are controlled. Emergency, triage-heavy, surgical, or specialist visits may still need phone review before confirming the correct slot and preparation.
Most clinics need invoices, payments, estimates, discounts, refunds, and reporting tied back to the client and pet context. Inventory, insurance, laboratory, or controlled-substance workflows should be checked separately if they are core to the practice.
Check export options for clients, pets, appointments, invoices, reminders, vaccination records, clinical notes, documents, and custom fields. Then test import mapping, staff permissions, booking rules, reminder timing, and any legal retention requirements before switching fully.
Tregovia can be evaluated by small clinics that want CRM, scheduling, billing, online booking, reminders, pet records, SOAP notes, vaccinations, and modular pricing. Clinics that rely on deep hospital, laboratory, inventory, or enterprise veterinary workflows should verify those requirements carefully before replacing a specialist system.