Veterinary clinic
Briarwick Hill Animal Hospital · Veterinary clinic · Burlington, VT
Jolene Balogun is the practice manager at Briarwick Hill Animal Hospital, a small-animal veterinary hospital in Burlington, and she uses this to bill every appointment, get each owner's signature on treatment estimates and chase what is still unpaid.
HealthcareBillingDocuments and e-sign6 tables · 8 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 row action · 1 agent
Use this templateVisit board
AppointmentsScheduled6
Hartigan — Juniper, recheckJuniperRecheck
Bellweather — Tank, dentalTankDental
Hartigan — Biscuit, vaccinesBiscuitVaccines
Thackwell — Sir Humphrey, dentalSir HumphreyDental
Lindqvist — Marmalade, surgeryMarmaladeSurgery
1 moreChecked in1
Ibrahim — Kiwi, wellness examKiwiWellness exam
In treatment1
Ferrante — Dolly, dentalDollyDental
Ready for pickup1
Eriksen — Birdie, surgeryBirdieSurgery
Completed19
Delacroix-Munn — Biscotti, dentalBiscottiDental
Bellweather — Tank, sick visitTankSick visit
Thackwell — Sir Humphrey, sick visitSir HumphreySick visit
Gutierrez — Chorizo, urgent careChorizoUrgent care
Hartigan — Juniper, wellness examJuniperWellness exam
14 moreCancelled1
Danquah — Kofi, recheckKofiRecheck
No-show1
Castellan — Pepper, recheckPepperRecheck
Tables
Appointments
30 sample rows · 12 columnsEvery visit from booking to pickup, with the estimate the owner signs for and the vet who sees the pet.
| Appointment | Patient | Visit type | Services | Seen by | Visit | Status |
|---|---|---|---|---|---|---|
| Bellweather — Tank, dental | Tank | Dental | Dental cleaning with anesthesia | Anneliese Radcliffe-Odum | Oct 7, 12:00 PM | Scheduled |
| Thackwell — Sir Humphrey, dental | Sir Humphrey | Dental | Dental cleaning with anesthesia | Priyanka Dhillon-Hart | Oct 13, 12:00 PM | Scheduled |
| Lindqvist — Marmalade, surgery | Marmalade | Surgery | Spay or neuter, cat, Microchip implant | Priyanka Dhillon-Hart | Oct 14, 12:00 PM | Scheduled |
Invoices
20 sample rows · 12 columnsWhat each visit billed, what has been paid and what is still owed.
| Invoice | Visit | Billed to | Total | Paid | Balance | Status |
|---|---|---|---|---|---|---|
| BHAH-24120 | Eriksen — Birdie, surgery | Paloma Eriksen | $420 | $0 | $420 | Open |
| BHAH-24119 | Okafor-Reyes — Waffles, wellness exam | Daniel Okafor-Reyes | $134 | $0 | $134 | Open |
| BHAH-24118 | Boateng — Sunny, sick visit | Akosua Boateng | $84 | $0 | $84 | Open |
| BHAH-24117 | Halloran — Clover, dental | Brigid Halloran | $395 | $197.50 | $197.50 | Partly paid |
| BHAH-24116 | Ferrante — Ranger, surgery | Matthias Ferrante | $460 | $230 | $230 | Partly paid |
| BHAH-24115 | Prendergast — Truffle, recheck | Odette Prendergast | $60 | $60 | $0 | Paid |
| BHAH-24114 | Ibrahim — Nala, dental | Layla Ibrahim | $395 | $395 | $0 | Paid |
| BHAH-24113 | Halloran — Seamus, sick visit | Brigid Halloran | $84 | $84 | $0 | Paid |
| BHAH-24112 | Nakagawa — Mochi, wellness exam | Emi Nakagawa | $68 | $68 | $0 | Paid |
| BHAH-24111 | Yamamoto — Haru, vaccines | Kenji Yamamoto | $66 | $66 | $0 | Paid |
| BHAH-24110 | Castellan — Pepper, surgery | Ned Castellan | $270 | $270 | $0 | Paid |
| BHAH-24109 | Vandermeer — Gus, wellness exam | Roland Vandermeer | $248 | $248 | $0 | Paid |
8 more rows
Patients
26 sample rows · 10 columnsEvery animal the hospital treats, with the owner who pays for them.
| Pet | Species | Breed | Sex | Date of birth | Weight | Microchip |
|---|---|---|---|---|---|---|
| Birdie | Dog | Boston terrier | Female | Mar 30, 2023 | 14 | 985112000081314 |
| Biscotti | Dog | Cocker spaniel | Female | Dec 1, 2012 | 28 | 985112000177397 |
| Biscuit | Cat | Domestic shorthair | Female, spayed | Mar 11, 2015 | 10.5 | 985112000007404 |
| Chorizo | Dog | Dachshund | Male, neutered | Dec 12, 2019 | 17 | 985112000088705 |
| Clover | Cat | Tabby | Female, spayed | Jun 21, 2020 | 9.2 | 985112000118269 |
| Dolly | Dog | Beagle | Female, spayed | Jul 7, 2016 | 24 | 985112000059141 |
| Gus | Dog | Golden retriever | Male, neutered | Feb 28, 2016 | 82 | 985112000096096 |
| Haru | Dog | Shiba Inu | Male, neutered | Mar 7, 2020 | 24 | 985112000162615 |
| Juniper | Dog | Labrador mix | Female, spayed | Jun 2, 2018 | 62 | 985112000000013 |
| Kiwi | Bird | Cockatiel | Male | May 5, 2021 | 0.2 | 985112000140442 |
| Kofi | Cat | Bengal | Male, neutered | Aug 16, 2021 | 12.4 | 985112000103487 |
| Marmalade | Cat | Orange tabby | Female | Jan 10, 2025 | 8.8 | 985112000029577 |
14 more rows
Owners
20 sample rows · 10 columnsThe people who bring the animals in, how to reach them and what they owe.
| Owner | Phone | Home address | Preferred contact | Autopay enrolled | Client since | |
|---|---|---|---|---|---|---|
| Akosua Boateng | (802) 555-0127 | akosua.boateng@granitelakemail.net | 4 Pennywhistle Ct, South Burlington, VT 05403 | Text | No | May 19, 2022 |
| Astrid Lindqvist | (802) 555-0111 | astrid.lindqvist@northcoveinbox.com | 702 Pennywhistle Ct, South Burlington, VT 05403 | Call | No | Aug 27, 2022 |
| Brigid Halloran | (802) 555-0121 | brigid.halloran@granitelakemail.net | 12 Pennywhistle Ct, South Burlington, VT 05403 | Yes | Oct 27, 2018 | |
| Corinne Thackwell | (802) 555-0116 | corinne.thackwell@champlainpost.org | 380 Lantern Vale Rd, Charlotte, VT 05445 | Call | No | May 10, 2016 |
| Daniel Okafor-Reyes | (802) 555-0110 | daniel.okaforreyes@champlainpost.org | 36 Gorse Meadow Rd, Shelburne, VT 05482 | Yes | Apr 18, 2024 | |
| Dmitri Sokolov | (802) 555-0122 | dmitri.sokolov@champlainpost.org | 99 Gorse Meadow Rd, Shelburne, VT 05482 | Call | No | Jun 23, 2023 |
| Efua Danquah | (802) 555-0120 | efua.danquah@northcoveinbox.com | 808 Hollyoak Way, Burlington, VT 05401 | Text | Yes | Nov 4, 2024 |
| Emi Nakagawa | (802) 555-0113 | emi.nakagawa@champlainpost.org | 9 Foxglove Crossing, Williston, VT 05495 | Text | Yes | Aug 31, 2025 |
| Josiah Bellweather | (802) 555-0112 | josiah.bellweather@granitelakemail.net | 55 Thimbleberry Ln, Burlington, VT 05401 | Call | No | Apr 10, 2018 |
| Kenji Yamamoto | (802) 555-0126 | kenji.yamamoto@northcoveinbox.com | 71 Foxglove Crossing, Williston, VT 05495 | Yes | Jul 27, 2024 | |
| Layla Ibrahim | (802) 555-0123 | layla.ibrahim@northcoveinbox.com | 563 Thimbleberry Ln, Burlington, VT 05401 | Text | Yes | Jul 23, 2021 |
| Matthias Ferrante | (802) 555-0114 | matthias.ferrante@northcoveinbox.com | 214 Gorse Meadow Rd, Shelburne, VT 05482 | Yes | Oct 1, 2023 |
8 more rows
Services
16 sample rows · 4 columnsThe price list: every exam, vaccine, test and procedure the hospital bills.
| Service | Code | Category | Fee |
|---|---|---|---|
| Dental cleaning with anesthesia | DN-410 | Dental | $395 |
| Wellness exam | WE-110 | Exams | $68 |
| Sick-pet exam | SE-120 | Exams | $84 |
| Recheck exam | RC-130 | Exams | $42 |
| Urgent-care surcharge | UC-140 | Exams | $75 |
| Fecal test | LB-310 | Lab work | $36 |
| Senior blood panel | LB-320 | Lab work | $142 |
| Heartworm and tick test | LB-330 | Lab work | $44 |
| Microchip implant | MS-610 | Other | $55 |
| Nail trim | MS-620 | Other | $18 |
| Spay or neuter, cat | SG-510 | Surgery | $215 |
| Spay, dog under 50 lb | SG-520 | Surgery | $420 |
4 more rows
Views
Schedule
AppointmentsOctober 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1Boateng — Sunny, sick visit
2Okafor-Reyes — Waffles, wellness exam
3
4
5Eriksen — Birdie, surgeryFerrante — Dolly, dental+1
6Hartigan — Juniper, recheck
7Bellweather — Tank, dentalDanquah — Kofi, recheck
8Hartigan — Biscuit, vaccines
9
10
11
12
13Thackwell — Sir Humphrey, dental
14Lindqvist — Marmalade, surgery
15Lindqvist — Pickle, wellness exam
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Forms and booking
New client form
FormNew client formThe form on the hospital website that a new pet owner fills in before the first visit.
What is your name? *
What is the best number to reach you?
What email should we send visit summaries to?
What is your home address?
How do you like us to reach you?TextCallEmail
Send to the front deskVisit estimate
FormVisit estimateWhat the front desk fills in to book a visit and give the owner an estimate to sign.
What is this visit called? *
Which patient is it for? *
What kind of visit is it? *Wellness examVaccinesSick visitDentalSurgeryRecheckUrgent care
When is the visit?
Which vet will see the pet?
What is the estimate for the visit?
What is the reason for the visit?
Book the visitDashboards
Billing and visits
InvoicesInvoices by status
- Overdue4
- Paid11
- Partly paid2
- Open3
Still owed by status
- Overdue$1,042
- Paid$0
- Partly paid$427.50
- Open$638
Visits by type20
Also included
- Treatment estimate and consentDocumentThe estimate an owner signs before any surgery or dental work begins.
- Invoice overdueNotificationTells the practice manager the day an invoice passes its due date so the first reminder goes out.
- Mark paidRow action
- Monday overdue digestDigest
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