What's New

AI Actions for one‑click charting, plus Ask Provet for instant financial answers - July 2026

This month’s update is led by two new AI capabilities: AI Actions turns what’s said in the consult into ready‑to‑add diagnoses, medications, treatments, and vitals (and can add billable items to the invoice), while Ask Provet lets you ask plain‑English questions in Provet Reporting and get live answers from your financial data.

You’ll also find workflow improvements across PDF forms (multi‑context templates + automatic location logos) and bulk payment uploads from Excel.

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New

Your chart and invoice are done before you leave the room

For: Veterinarians using Provet’s AI Scribe

While AI Scribe transcribes and summarizes the consultation, AI Actions listens for clinical details you mention — diagnoses, medications, treatments, and vitals — and matches them to items in your Provet database. Those items appear in a new Actions block inside the AI Assistant tab, where you can review, adjust, and add them to the medical record in one click.

Once you approve, AI Actions also adds billable items directly to the invoice. That means less after‑hours charting, fewer missed charges, and fewer “did we remember to add that?” moments after the consult ends.

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Ask the question, don’t build the report

For: Practice managers, clinic owners, and finance admins with reporting access

Ask Provet is an AI Agent inside Provet Reporting. Type a question like “How are clients paying us?” or “How much did we make this month?” and get an answer in seconds, pulled live from your invoices, payments, debt, items, and health plans.

Ask Provet doesn’t just return a number — it explains what the numbers mean in clinic context and suggests a sensible next question, so you can get the insight without stitching together multiple reports or exporting to spreadsheets.

Help: Overview of Ask Provet

Improvements

Create one PDF form and use it everywhere (multi‑context PDF forms)

For: Clinics using PDF forms

You can now create a single PDF form and assign it to multiple areas (for example: Patient, Consultation, and more) in one step. A new master template lets you push updates across all copies, with the option to overwrite or keep any location‑specific edits.

This also works with central clinic forms: create centrally, then publish to the locations you choose — helping multi‑location groups stay consistent without managing dozens of nearly‑identical PDFs.

Help: Set up PDF Forms

Automatically show the right clinic logo on PDF forms

For: Clinics using PDF forms across multiple locations

PDF forms can now pull in the correct clinic location logo automatically. Add an image field to your PDF and map it to [[department_logo]] in Provet — the form will render with the right logo based on the clinic location, without hard‑coding or maintaining separate PDFs per site.

This is especially useful for onboarding and multi‑site rollouts, where one standardized form needs to look “native” at every location.

Help: Create and Manage Centrally Managed Forms

Choose the billing day for Health Plan payments

For: Clinics using Health Plans

You can now set the billing day for Health Plan subscriptions — so clients can be charged on any day of the month (1–31) instead of only on the last day.

• Set a default billing day on the Health Plan template (changes apply to new subscriptions).
• On New subscription, the billing day is pre‑filled from the template and can be adjusted for that individual patient before creating the subscription.
• If you select 29, 30, or 31, Provet automatically adjusts the billing date in shorter months (for example February, April, and June).

Help: Create a Health Plan · Add a Patient to a Health Plan

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Improvements

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Show prices to clients during online booking

For: Clinics using Provet Online Booking

When clients choose a visit reason, they can now see the price during the booking flow. Clinics can set the price in Provet settings at the reason type level, and choose whether to show a fixed price or a “starting from” price. This update is the first step toward CMA compliance for Provet online booking. Next, we’ll introduce a separate Pricing page that can be added to the clinic’s website and opened with one click, completing another CMA requirement.

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Register new patients faster with one unified form

For: Clinic staff creating and editing patients (reception, nurses, vets)

Patient registration is now a single, consistent flow across Provet — no matter where you start (appointment, dashboard, or client record).

The new form adapts to your clinic type, showing only the essential fields by default, with expandable sections for extra details when needed. It also helps prevent duplicates by flagging potential matches as you enter key information (like microchip IDs), so you spend less time cleaning up records later.

Help: Create a new patient

Fewer clicks when adding vaccine procedures to consultations

For: Clinics using vaccine procedures with linked medicine items

When a vaccine medicine item is linked to a procedure, you can now set a default effect group (for example, “3-week booster” vs. “standard”). That default is then applied automatically when the procedure is added to a consultation — reducing repetitive manual selection and helping teams record the correct vaccination efficacy more reliably. For combo vaccines, defaults can be set per disease group.

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Clearer dropdowns across Provet

For: Anyone using search + dropdown fields across Provet

We’ve refreshed the combobox component (dropdown/search fields used in pickers across the app) to make selections clearer and reduce mis-clicks. Selected options now stand out when you open a dropdown — especially helpful for multi-select fields — and the search field UI has been simplified (typing to search works the same as before).

Functionality is unchanged; this is a visual/usability improvement.

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More compliant refill controls for UK clinics (SQP support)

For: UK clinics managing medicine refills

UK clinics can now mark users as SQP, which changes what refills non-veterinarian staff can create based on medicine classification.

Non-veterinarian SQP users can create refills for POM-VPS, NFA-VPS, AVM-GSL, and OTC medicine items. Non-veterinarian non-SQP users can’t create medicine refills. Veterinarian workflows are unchanged.

Easier-to-read statements for multi-patient clients

For: Clinic clients with multiple patients — especially equine and other multi-patient practices

Clients receiving statements with multiple invoices across different animals could not quickly see which invoices belonged to which patients. Now, the detailed statement view groups invoice rows by patient, and the summary view lists patient names directly. It shows a single patient as-is, lists two to three patients individually, or displays the first three plus "+ N more patients" for larger lists.

Help: Generate Client Statements

More flexibility when emailing from client or consultation pages

For: Clinic staff sending documents to clients from the client page or a consultation

The Send email modal now brings more into one place. You can upload new attachments directly from the modal using the new "Add attachments" panel instead of preparing them in advance. You can also attach forms, just as you can from patient history.

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Coming Soon

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Health plan lifecycle notification emails

For: Clinics using Health Plans

Pet owners will receive automated transactional emails at key health plan lifecycle moments (for example: activation, renewal, and cancellation). This is new behavior and helps ensure customers are kept informed — especially for payment methods like direct debit where advance notice requirements apply.

RAL Lab Integration

For: Veterinary clinics using Provet in RAL-supported markets (Spain)

Send lab requests and receive results directly in Provet, without switching between systems. The RAL laboratory integration supports the full diagnostic workflow, from ordering tests to receiving results, within your existing setup.

We expect to make the integration available at the beginning of June.

Send a month's worth of client invoices in one click

For: Practice Managers · Finance / Admin

Picture the last Friday of the month at a charity clinic billing 80 invoices for the period. Until now, your reception team would finalize and send them one by one — an afternoon of clicks, copy-paste, and PDF attachments.

Bulk invoice sending changes that. Select the invoices and Provet groups them by client, generates a single PDF per client (with a clean summary plus all invoices), and sends the emails for you. Up to 500 invoices per run.

Try it: Invoice dashboard → select invoices → Send as email. Single client? Client page → Billing → Invoice table.

Help: Send Invoices in Bulk

Charge the right price for every patient — automatically

For: Veterinarians · Practice Managers · Mixed-species clinics

A medicine dispensed to a cat shouldn't always carry the same markup as the same item used on a large dog. An injection fee that fits a small-animal appointment may not fit a farm visit at all.

Conditional pricing lets you set rules — by species, item type, usage, VAT or location — that apply the right price the moment an item is added to a consultation. New this release: rules can now control injection and handling fees too (exclude them, or swap in a different procedure item).

Heads up: estimates don't yet fully support conditional pricing. If estimates are central to your workflow, we'd suggest waiting until that's live.

Try it: Settings → Lists & Templates → Conditional Pricing.

Help: Set Up Conditional Pricing

Reminders that stop chasing clients who've already booked

For: Veterinarians · Practice Managers · Customer Comms

You've seen it happen: a client books their pet's annual check, then keeps getting reminder texts about… that same check. Multi-step reminder sequences had no way to know when a client had already taken action — until now.

Reminders can now pause when an upcoming appointment is scheduled (and resume if it's cancelled), or cancel once the underlying care has been delivered — like a vaccination given or a yearly health check completed.

Try it: Settings → Reminders → edit any rule.

Help: Manage Automatic Patient Reminders

Improvements

Better end-of-month reconciliation for Provet Pay

For: Finance / Admin · Provet Pay users

Reconciling card payments and understanding processing fees has been one of the most common reporting pain points for Provet Pay users.

The new Provet Pay Payments Report shows an itemized fee breakdown (interchange + processing) at the transaction level, with filters by payment method, location, status, and type — plus relative date filters like "last 30 days." Multi-clinic? You'll see all your locations in one view.

A fresher Provet

For: Everyone

Provet looks a little sharper this month — updated spacing, layout, and typography across the app. No workflow changes, no settings to flip. More polish coming over the weeks ahead.

Before / After

Before / After

See who makes permission changes

For: Admins

Permission group changes now appear in revision logs, so you can see when access changed and who made it — no more piecing it together after the fact.

Show optional items accurately on estimates

For: Veterinarians · Reception

Items with a minimum sale quantity can now be overridden to 0 on estimates — perfect for showing care that may or may not be needed (e.g., a dental extraction shown as 0–3). The configured minimum still kicks in once the item is added to a consultation.

Coming Soon

🇬🇧 UK clinics: SQP support for medicine refills

For: UK clinics · Action required by 10 June

From 13 May, you'll be able to designate Suitably Qualified Persons on user profiles, allowing non-vet team members to compliantly refill POM-VPS, NFA-VPS, AVM-GSL, and OTC medicines. You have a one-month window to classify your medicines and tag the right users before full restrictions begin on 10 June. Full guidance lands in the Help Center on 13 May.

Central reminders for multi-clinic groups

For: Multi-clinic / Enterprise

Reminder templates are already centrally managed; reminder rules are catching up. Soon you'll configure once at the central level and roll out to all locations automatically — fewer inconsistencies, less rework.

Simpler handling and injection fee setup

For: Practice Managers · Finance / Admin · Older environments

Handling and injection fees are moving to a cleaner, item-based setup — already live for environments created after 16 March 2026. If yours is older, migration is on the way: configure fees by selecting procedure items directly from your catalog, with predictable fixed pricing and the option to inherit VAT from the linked medicine.

To prepare, review the Migration Guide and contact Provet support when you're ready to enable it.

Smarter defaults for vaccine types

For: Veterinarians · Reception

Picking the right vaccine type during a consultation — primary, booster, or otherwise — is a manual step today, especially when the default doesn't match the patient. Soon, your vaccine procedures and bundles will carry the correct default automatically based on how they're added to the consultation, so the right type applies without you having to think about it.

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