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 template

Visit board

Appointments
Scheduled6
Hartigan — Juniper, recheckJuniperRecheck
Bellweather — Tank, dentalTankDental
Hartigan — Biscuit, vaccinesBiscuitVaccines
Thackwell — Sir Humphrey, dentalSir HumphreyDental
Lindqvist — Marmalade, surgeryMarmaladeSurgery
1 more
Checked 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 more
Cancelled1
Danquah — Kofi, recheckKofiRecheck
No-show1
Castellan — Pepper, recheckPepperRecheck

Tables

Appointments

30 sample rows · 12 columns

Every visit from booking to pickup, with the estimate the owner signs for and the vet who sees the pet.

AppointmentPatientVisit typeServicesSeen byVisitStatus
Bellweather — Tank, dentalTankDentalDental cleaning with anesthesiaAnneliese Radcliffe-OdumOct 7, 12:00 PMScheduled
Thackwell — Sir Humphrey, dentalSir HumphreyDentalDental cleaning with anesthesiaPriyanka Dhillon-HartOct 13, 12:00 PMScheduled
Lindqvist — Marmalade, surgeryMarmaladeSurgerySpay or neuter, cat, Microchip implantPriyanka Dhillon-HartOct 14, 12:00 PMScheduled

Invoices

20 sample rows · 12 columns

What each visit billed, what has been paid and what is still owed.

InvoiceVisitBilled toTotalPaidBalanceStatus
BHAH-24120Eriksen — Birdie, surgeryPaloma Eriksen$420$0$420Open
BHAH-24119Okafor-Reyes — Waffles, wellness examDaniel Okafor-Reyes$134$0$134Open
BHAH-24118Boateng — Sunny, sick visitAkosua Boateng$84$0$84Open
BHAH-24117Halloran — Clover, dentalBrigid Halloran$395$197.50$197.50Partly paid
BHAH-24116Ferrante — Ranger, surgeryMatthias Ferrante$460$230$230Partly paid
BHAH-24115Prendergast — Truffle, recheckOdette Prendergast$60$60$0Paid
BHAH-24114Ibrahim — Nala, dentalLayla Ibrahim$395$395$0Paid
BHAH-24113Halloran — Seamus, sick visitBrigid Halloran$84$84$0Paid
BHAH-24112Nakagawa — Mochi, wellness examEmi Nakagawa$68$68$0Paid
BHAH-24111Yamamoto — Haru, vaccinesKenji Yamamoto$66$66$0Paid
BHAH-24110Castellan — Pepper, surgeryNed Castellan$270$270$0Paid
BHAH-24109Vandermeer — Gus, wellness examRoland Vandermeer$248$248$0Paid

8 more rows

Patients

26 sample rows · 10 columns

Every animal the hospital treats, with the owner who pays for them.

PetSpeciesBreedSexDate of birthWeightMicrochip
BirdieDogBoston terrierFemaleMar 30, 202314985112000081314
BiscottiDogCocker spanielFemaleDec 1, 201228985112000177397
BiscuitCatDomestic shorthairFemale, spayedMar 11, 201510.5985112000007404
ChorizoDogDachshundMale, neuteredDec 12, 201917985112000088705
CloverCatTabbyFemale, spayedJun 21, 20209.2985112000118269
DollyDogBeagleFemale, spayedJul 7, 201624985112000059141
GusDogGolden retrieverMale, neuteredFeb 28, 201682985112000096096
HaruDogShiba InuMale, neuteredMar 7, 202024985112000162615
JuniperDogLabrador mixFemale, spayedJun 2, 201862985112000000013
KiwiBirdCockatielMaleMay 5, 20210.2985112000140442
KofiCatBengalMale, neuteredAug 16, 202112.4985112000103487
MarmaladeCatOrange tabbyFemaleJan 10, 20258.8985112000029577

14 more rows

Owners

20 sample rows · 10 columns

The people who bring the animals in, how to reach them and what they owe.

OwnerPhoneEmailHome addressPreferred contactAutopay enrolledClient since
Akosua Boateng(802) 555-0127akosua.boateng@granitelakemail.net4 Pennywhistle Ct, South Burlington, VT 05403TextNoMay 19, 2022
Astrid Lindqvist(802) 555-0111astrid.lindqvist@northcoveinbox.com702 Pennywhistle Ct, South Burlington, VT 05403CallNoAug 27, 2022
Brigid Halloran(802) 555-0121brigid.halloran@granitelakemail.net12 Pennywhistle Ct, South Burlington, VT 05403EmailYesOct 27, 2018
Corinne Thackwell(802) 555-0116corinne.thackwell@champlainpost.org380 Lantern Vale Rd, Charlotte, VT 05445CallNoMay 10, 2016
Daniel Okafor-Reyes(802) 555-0110daniel.okaforreyes@champlainpost.org36 Gorse Meadow Rd, Shelburne, VT 05482EmailYesApr 18, 2024
Dmitri Sokolov(802) 555-0122dmitri.sokolov@champlainpost.org99 Gorse Meadow Rd, Shelburne, VT 05482CallNoJun 23, 2023
Efua Danquah(802) 555-0120efua.danquah@northcoveinbox.com808 Hollyoak Way, Burlington, VT 05401TextYesNov 4, 2024
Emi Nakagawa(802) 555-0113emi.nakagawa@champlainpost.org9 Foxglove Crossing, Williston, VT 05495TextYesAug 31, 2025
Josiah Bellweather(802) 555-0112josiah.bellweather@granitelakemail.net55 Thimbleberry Ln, Burlington, VT 05401CallNoApr 10, 2018
Kenji Yamamoto(802) 555-0126kenji.yamamoto@northcoveinbox.com71 Foxglove Crossing, Williston, VT 05495EmailYesJul 27, 2024
Layla Ibrahim(802) 555-0123layla.ibrahim@northcoveinbox.com563 Thimbleberry Ln, Burlington, VT 05401TextYesJul 23, 2021
Matthias Ferrante(802) 555-0114matthias.ferrante@northcoveinbox.com214 Gorse Meadow Rd, Shelburne, VT 05482EmailYesOct 1, 2023

8 more rows

Services

16 sample rows · 4 columns

The price list: every exam, vaccine, test and procedure the hospital bills.

ServiceCodeCategoryFee
Dental cleaning with anesthesiaDN-410Dental$395
Wellness examWE-110Exams$68
Sick-pet examSE-120Exams$84
Recheck examRC-130Exams$42
Urgent-care surchargeUC-140Exams$75
Fecal testLB-310Lab work$36
Senior blood panelLB-320Lab work$142
Heartworm and tick testLB-330Lab work$44
Microchip implantMS-610Other$55
Nail trimMS-620Other$18
Spay or neuter, catSG-510Surgery$215
Spay, dog under 50 lbSG-520Surgery$420

4 more rows

Views

Schedule

Appointments
October 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

Form
New 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 desk

Visit estimate

Form
Visit 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 visit

Dashboards

Billing and visits

Invoices
Invoices 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