Glossary

Most of these words are ordinary. What matters is what they mean here, because several of them are used more precisely in Veterian than in conversation — and two or three of them are the difference between finding a record and not.

Each entry links to the guide that covers it properly.

People and Patients

Term	What it means in Veterian
Customers	The pet’s owner: the person who books, pays and receives messages. Every other record hangs off this one. See Add a client
Pets	The patient. A pet belongs to exactly one client, so the client is created first. See Add a pet
Customer Group	A label for reaching a set of clients at once — “boarding clients”, “large animal”. A client can belong to several
Tags	Free-form labels for grouping and filtering records
Protocol Number	Your clinic’s own reference number for a patient. Veterian can assign it automatically, or you can type it
Microchip Number	The chip number. Optional, and useful on its own even without the implant date or location
Private	A badge on a field meaning staff-only: it is never shown to the client

The Clinic Day

Term	What it means in Veterian
Appointments	A booking on the calendar. It is not yet a medical record. See Create an appointment
Visit/Appointment Types	The kind of work being booked. It decides which staff can take the booking and the default slot length. See Visit and appointment types
Patient Check-in	Marking the patient as arrived. This is what creates the visit record, so it is the moment an appointment becomes a visit
Visit	Everything the clinic did for one patient on one day: notes, treatments, prescriptions, and the invoice at the end. See Record a visit
Patient Checkout & Invoice	The last step of a visit, where the treatments become invoice lines and the client pays
Flowboard	Today’s visits as a board, one column per stage. Its columns are the visit’s statuses, so moving a card changes the record. See The Flowboard
Request	A booking a client made themselves, waiting for the clinic to confirm or reject it
No Show	The appointment time passed and the patient did not arrive

The Medical Record

Term	What it means in Veterian
SOAP Notes	The examination record, in a fixed order: complaint, history, findings, assessment, diagnoses, plan
Symptoms	What the owner reports or the examination observes. Pet owners also pick from this list when booking online, so these are written in an owner’s words. See Symptoms and result templates
Diagnoses	The clinician’s conclusion, as opposed to the reported symptom. Picked from your clinic’s list. See Diagnoses
Examination Result Templates	A small form your clinic defines once — a blood panel, a urinalysis — so the same test is recorded the same way every time
Administered Treatments	What was given to the patient. The same line is also the stock movement and the invoice line, which is why it is harder to undo than a note. See Record a treatment
Prescription	Written on the visit. An editable draft until you issue it, a fixed document afterwards. See Write a prescription
Vaccination Interval (days)	The gap to the next dose. The vaccination calendar is built from it
Administered & Plan Next	Marks this dose given and plans the next one. See Record a vaccination
Hospitalization	In-patient stays. A patient occupies a New Box from admission until you empty it. See Hospitalization

Catalogue and Stock

Term	What it means in Veterian
Products · Medications · Services	Three views of one catalogue. Everything a treatment, prescription or invoice line can name comes from it. See Set up products and services
Included in Medical Record	The switch that lets an item appear on a visit. This is the usual reason a product cannot be found when recording a treatment
Critical Stock Limit	The level at which Veterian starts warning you that an item is running out
New Stock Adjustment	How you correct a count after a stocktake, rather than editing the original quantity
Product Purchase	An expense type that also puts the goods into stock — as opposed to a general expense, which only records the money. See Record an expense

Money

Term	What it means in Veterian
Invoices	What the client owes for what the clinic did. Adding a product to one deducts it from stock. See Create an invoice
Outstanding Balance	What a client still owes across all their invoices
Credit Balance	Money the client has paid that is not yet applied to an invoice — what a payment in advance becomes
Payments	Money received. A payment is a separate record from an invoice, which is why one payment can settle several. See Record a payment
Expenses	What the clinic spent. The other direction from invoices and payments
E-Invoice · E-Archive · E-SMM	Legal electronic documents issued from an invoice, in Turkey. Issuing one freezes the invoice. See E-documents

Reaching Clients

Term	What it means in Veterian
Enable sending reminders to the customer for the appointment.	The per-record switch deciding whether this one appointment or vaccination messages the client
Reachable (notification opt-in)	How many people on a list can actually be messaged. The rest have that channel switched off on their own record
Template	A message approved by WhatsApp Business (Meta) before it can be sent. WhatsApp does not allow free text to someone who has not written first. See WhatsApp messaging
Credits	The balance bulk SMS and WhatsApp draw on. When it runs out those messages stop while other channels carry on

Access

Term	What it means in Veterian
Clinic Admin	The setup area, visible only to clinic administrators
User Roles	A user holds one role, and the role carries the permissions. See Users and roles
Permissions	What a role can reach, grouped by area of the system
Doctor of Veterinary Medicine	Marks a user as a veterinarian, which is what allows them to be assigned on visits and medical records
Professional Number	The veterinarian’s registration number, printed on prescriptions above the signature line

Related

• What is Veterian? — the modules these words belong to
• Your first week on Veterian — the order they come up in