AI agents for veterinary practice groups
Multi-site KPI roll-up across mixed PIMS. Charge capture, inventory shrink, doctor productivity, and pre-authorization automation.
Systems of record this works alongside
Starter workflows
Multi-site KPI roll-up
Roll up charge capture, inventory shrink, doctor productivity, and revenue per visit across every site, regardless of which PIMS the site runs. The CFO sees one dashboard rather than five.
Charge-capture audit
Read the doctor's note from the visit, compare against the charges posted, and flag the missed line items. Drafts the corrected invoice for the practice manager's approval before it ships to the client.
Inventory shrink detection
Reconcile dispensed vs sold inventory weekly per site. Flag patterns that look like shrink, return-to-vendor mistakes, or pricing errors. The practice manager investigates before the inventory gap turns into a quarterly write-off.
Pre-authorization automation
For pet insurance pre-auths, the agent fills the form, attaches the relevant medical record, submits to the carrier, and tracks status. The CSR steps in only when the carrier asks for something non-standard.
The multi-PIMS problem nobody else solves
A consolidated vet group acquires practices that run different PIMS. The acquisition closes, and the new owner wants the same KPI dashboard across every site. The standard solution is a six-figure data-warehouse build plus an ongoing reconciliation cost, and the data is always two weeks stale by the time it lands. The agent reads from each PIMS on the standard adapter, writes the normalized KPI to the dashboard, and the CFO gets the same numbers in real time across every site without ripping out the practice's existing system. The PIMS the practice uses is the practice's choice. The dashboard is the owner's.
The charge-capture audit
Industry data on missed charges in vet practice runs three to seven percent of revenue depending on the protocol. On a million-dollar practice that is thirty to seventy thousand dollars left on the table per year, per site. The agent reads the doctor's note and the charges side by side, flags the misses, drafts the correction, and the practice manager approves before the invoice ships to the client. The recovered revenue compounds.
Frequently asked
Does the agent change anything in the PIMS?
It drafts changes for the practice manager's approval. The practice manager posts the change to the PIMS through the agent's drafted record. Nothing posts silently.
What about HIPAA-style privacy for pet medical records?
Pet records are not HIPAA-regulated, but the agent treats them with the same encryption-at-rest and row-level-security posture as the rest of the platform. The owner's data does not leave their tenant.
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