help & how-to
How every part of houndkit works, from first setup to the everyday clicks.
Start here
New to houndkit? Read these in order.
Getting started37
Getting Started
Welcome to houndkithoundkit is your clinic's home base: tasks, scheduling, SOPs, stock requests and more, all in one place.- Sign in to houndkitHere's how to get into houndkit the first time, sign in day to day, and get back in if you forget your password. For a tour of what's inside, see Welcome to…
- Find your way aroundEvery houndkit page shares one header. Once you know its handful of buttons, you can reach any tool from anywhere.
- The Clinic DashboardThe Clinic Dashboard is your clinic's shared home page. It shows every tool you can open, what's waiting in each one, and a few team cards down the side. Get…
- How the Go to menu is organizedThe Go to menu (tap the tool name in the header) groups your tools into four sections, so related tools sit together.
- What My Dashboard is forMy Dashboard is your own private corner of houndkit. It pulls together what's waiting on you and gives you a place for personal to-dos, notes and patient…
- Tug of War pollsTug of War is your clinic's just-for-fun poll game. One game runs at a time, everyone answers, and you can see how the team split. It lives in Games, and the…
- The Management dashboardThe Management dashboard is a private page for clinic admins and managers. It pulls what managers need into one place: forms to handle, schedule requests…
Setting up
Your clinic profile, hours and auto-lockYour clinic profile holds your clinic's name, logo and contact details, the time zone and working days houndkit runs on, and how quickly shared computers lock…- Invite your teamClinic admins add people to houndkit from Clinic Settings → Team members. You can invite one person at a time or paste in a whole list.
- Choose what My Dashboard offers your teamClinic admins decide which personal tabs and header shortcuts everyone at the clinic gets. Nobody's content is shared by this. You're only choosing which…
Everyday use
Add to a board from any pageThe Add (plus) icon in the header lets you add a task, lab, On the Way patient or stock request, fill out a team form or add a log entry from wherever you are…- Dashboard 2.0 clinic homeDashboard 2.0 is a newer clinic home page your clinic can choose instead of the classic Clinic Dashboard. Everything opens from one page: your tools, your team…
- Switch between clinicsIf you work at more than one clinic on houndkit, you can hop between them from the header without signing out.
- Locking and your PINhoundkit locks itself when a computer sits idle, so the next person at a shared workstation can't act as you. A 4-digit PIN gets you back in within seconds…
- Personal to-dos and notesMy Dashboard's To-Do and Notes tabs are for the things only you need to track: callbacks, reminders, things to order, half-formed thoughts. Only you can see…
- Quick patient notesThe Patients tab on My Dashboard is a private scratchpad for the moments before you chart. Jot vitals and history during triage, then copy it all into your…
- Customize My DashboardMy Dashboard can look however you like: your own greeting, colors, photos and stickers. You can also hide the Home cards you don't use. Only you see any of it.
- Your profile and preferencesUser Settings is where you set up how you appear to your team and how houndkit behaves for you. Everything here is just for you. Clinic-wide settings live in…
- Choose your notificationsEverything that happens for you in houndkit lands in the bell. You choose which of those also email you or buzz your phone, and when your phone should stay…
- Get alerts on your phonehoundkit can buzz your phone for the notifications you care about, even when houndkit is closed. You pair your phone once by scanning a code from your computer.
- Set your PIN and passwordYour PIN gets you back into houndkit after it locks. Your password is for full sign-ins. Both live in User Settings on the Sign-in & security tab. On a phone…
- Suggest a Tug of War pollAnyone on the team can suggest a Tug of War game. A clinic admin takes a quick look before it goes live.
- Profile cardsClick or tap a teammate's name or photo almost anywhere in houndkit to see their profile card. On a computer it pops up beside the name. On a phone it slides…
- Shared clinic loginsKeep the logins your whole team shares, like a lab portal or supplier website, in one safe place. They live in the Clinic Links card on the clinic home, under…
- Contact houndkit supportSomething broken, confusing or missing? Send a support ticket from inside houndkit and the houndkit team will follow up. Replies come back to you in the app.
- The roadmap and suggesting ideasThe houndkit roadmap shows what's being built, what's planned and what just shipped. It's also where you can send your own ideas.
For admins
Approve Tug of War pollsClinic admins decide which Tug of War games go live, for how long, and in what order.- How Clinic Settings is organizedClinic Settings is where clinic admins control how houndkit runs for the whole clinic: the team, who can use which tools, how each tool is set up, your data…
- Manage a team memberEverything about one person, from their name and role to their groups, tools and sign-in, lives in one panel. Clinic admins open it from Clinic Settings → Team…
- Help a teammate sign inWhen someone can't get in, clinic admins can get them going again without waiting on a reset email. Open Clinic Settings → Team members, tap the person, and…
- Choose who can use each toolEvery tool is open to your whole team unless you say otherwise. Clinic admins can limit a tool to certain groups or people, or keep it open and leave out a few.
- Download your clinic's dataYour clinic's data is always yours. Clinic admins can download any of it as a spreadsheet that opens in Excel, Numbers or Google Sheets, with people's names…
- Clean up old dataBoards stay quick and easy to read when old, finished items move off them. Clinic admins can have houndkit do that automatically each night, either saving…
- Plan & billingClinic admins can see your clinic's plan, switch plans, add extra tools and manage payment in Clinic Settings → Plan & billing.
- Set up the Management dashboardClinic admins choose who sees the Management dashboard and what managers can do. Go to Clinic Settings → Management. Every change saves on the spot, and the…
- The wall displayThe wall display is a read-only screen for a TV in your treatment room. It shows what the team needs at a glance, and refreshes itself every 2 minutes.
On the Way9
Getting Started
What On the Way is forOn the Way is your board of patients who are heading to the clinic: walk-ins who called ahead, referrals, and clients who filled in your online form. It helps…Setting up
Set up On the WayClinic admins can shape the On the Way board around how your clinic triages and receives patients. Set these up before your team starts logging.- Set up your online intake formsGive clients and referring clinics a web page where they can tell you a patient is on the way. What they send lands on your On the Way board automatically…
Everyday use
Log an incoming patientAdd a patient to the On the Way board while you're still on the phone, so the whole team knows who's coming. Contact info, the complaint, the date and a status…- Update and archive an entryKeep an incoming patient's entry current as things change, then archive it once they've arrived or aren't coming. Click any row to open the entry.
- Find On the Way entriesNarrow the board to the patients you need, or look back through archived entries. Filters only change your own view.
- Entries from your online formsIf your clinic shares its On the Way forms, clients and referring clinics can let you know they're coming without calling. Their submissions land on the board…
For admins
Set a clinic alertWhen the clinic is on diversion, full, or running a waitlist, clinic admins can pin an alert across the top of the On the Way board. Everyone sees it; only…- Customize the On the Way copy formatClinic admins can choose what staff get when they click the copy button on an On the Way entry, so it pastes cleanly into your PIMS.
Taskboard12
Getting Started
What Tasks is forTasks is your clinic's shared to-do board for patient follow-ups: callbacks, refill requests, lab questions, anything someone needs to pick up. In the menu…Setting up
Set up task types and task groupsClinic admins can give the task board its own colored task types, send each type to the right person or team automatically, and bundle types into groups for…Everyday use
Add a taskLog a task in a few seconds so the right person or team can pick it up. Only the task note is required.- Work on a taskOpen a task to update its status, talk it through with your team and attach what you need. Everything you do is logged in the task's chat.
- Reassign a task or change its typeHand a task to someone else, move it to a group, or fix its task type. You can do both in one step.
- Find tasksNarrow the board to the tasks you care about, or dig up an older one. Filters only change your view, not anyone else's.
- Copy a task into your recordsPaste a finished task into your PIMS without retyping it. Each task has two copy buttons at the top right.
- Records to send on the task boardIf your clinic uses the Records tool, records that need to go out to another clinic are tracked right on the task board. Anyone can post one, and the team who…
For admins
Customize the task copy and Rx formatsClinic admins can decide exactly what staff get when they copy a task into your PIMS. There are two formats: the full copy and the shorter Rx note.- Pre-Assignment reviewPre-Assignment review lets a review team check every new task before it reaches the open board. Clinic admins turn it on; reviewers release tasks when they…
- Choose who works Records to sendClinic admins can pick which teams handle outgoing records, so the list on the task board goes to the right people. This setting only appears if your clinic…
- Delete and restore tasksClinic admins can remove a task logged by mistake, and bring it back if it was deleted by accident. Other staff don't see the Delete button.
Labs5
Getting Started
What Labs is forLabs is a shared board for tracking lab work from the moment it's ordered until results are reviewed and the lab is done. Here's how the board is laid out.Setting up
Set up LabsClinic admins can set the lab options staff pick from, the statuses labs move through, which doctors appear, and what gets copied into your PIMS.Everyday use
Log a labAdd a lab to the board as soon as it's ordered, so everyone can follow it through to results. Only the lab itself is required.- Update a labOpen a lab to move it along your workflow, attach the results and keep the team in the loop. Click any row on the board to open it.
- Find labsNarrow the Labs board to what you're looking for, or find a lab that was finished weeks ago. Filters only change your own view.
Calendar5
Getting Started
What Calendar is forCalendar is your clinic's shared month calendar for the things everyone should know about: staff meetings, CE days, holidays, PTO, birthdays and team lunches…Setting up
Set up event types and templatesClinic admins can give the calendar color-coded event types and ready-made templates, so everyone's events look consistent and take seconds to add.Everyday use
Add an eventPut a meeting, day off or celebration on the clinic calendar. Only a title and a date are required.- Edit or delete an eventChange an event's details or take it off the calendar. Anyone on the team can do either.
- Decorate the calendarAdd stickers, magnet letters and photos to the month, just like a paper calendar on the break room wall. Decorations are shared: everyone on the team sees them.
Schedule11
Getting Started
What Schedule is forSchedule is where your team sees who works when, asks for time off, and trades shifts. Clinic admins build each week in the Scheduler and publish it when it's…Setting up
Set up Schedule for your clinicClinic admins set up Schedule in Clinic Settings → Schedule. A few minutes here makes building each week much faster. Everything on these tabs saves as you go…Everyday use
View the schedule and your shiftsYou can check the team's week, see your own upcoming shifts and hours, and add your shifts to your phone's calendar.- Request time offYou can ask for time off from the Schedule page and see when it's approved or denied.
- Swap a shift with a teammateIf you can't work a shift, you can ask a teammate to take it. Once they accept, a clinic admin confirms the change. This only works if your clinic uses shift…
- Pick up an open shiftOpen shifts are shifts nobody is on yet, posted for the team to pick up. They're handy when someone calls out. You'll only see them if your clinic has turned…
- Set your work preferencesYou can tell the schedule when you'd like to work, when you'd rather not, and when you can't. This tab only appears if your clinic has turned on work…
For admins
Build and publish a weekClinic admins build each week in the Scheduler, then publish it so the team can see it. Open it from the Open Scheduler button on the Schedule page.- Shift types and staffing coverageShift types let you staff the day around your doctors. A DVM works a block, like Urgent Care or Surgery, and the block asks for the support staff it needs…
- Auto-fill a weekAuto-fill drafts staff for the empty slots on a week's blocks. Nothing is saved until you review the draft and apply it. This is for clinic admins.
- Manage time offClinic admins approve time-off requests, add time off for someone, and can set rules that warn about or block certain dates.
Kudos4
Getting Started
What Kudos is forKudos is your clinic's shoutout board. Use it to thank a teammate, call out a great save, or cheer on a whole group, and let everyone else pile on with…Everyday use
Send kudosSend a shoutout to a teammate, several teammates at once, or a whole group. It takes about ten seconds.- React to and comment on kudosAdd an emoji, leave a comment, or reply to someone else's comment on any shoutout.
For admins
Manage kudos as an adminClinic admins can pin shoutouts, take down shoutouts or comments, and see who sent anonymous kudos.
Records8
Getting Started
What Records is forRecords is where your team asks for medical records and keeps track of them until they're filed. You can request records from another clinic or from the pet…Everyday use
Request records from another clinicAsk another practice for a patient's records in a minute. They get a branded email with a secure link, and anything they upload lands on the request.- Request records from a clientAsk a pet owner for the records they have at home. They can upload files, or tell you which vets they've used so your team can request the records for them.
- File records when they arriveWhen records come in, Just arrived shows them until someone files them. Here's how to work through a request and close it out.
- Read the Preventives found chartWhen a request has PDF records, houndkit reads them and lists the vaccine, prevention and test dates it finds. Use it to update your PIMS faster, then check it…
- Use the DirectoryThe Directory is your clinic's contact list of other practices: regular vets, specialists and ERs. Anyone on the team can look up a number, add a practice or…
- Send records to another clinicWhen another clinic needs your records, post a record to send from the task board. Whoever works that list attaches the files and emails them from houndkit.
For admins
Set up RecordsClinic admins can set where replies go, what staff can tick on a request, the wording of the emails, and what the Preventives found chart looks for. Everything…
QA Auditor13
Getting Started
What QA Auditor is forQA Auditor is how your clinic reviews medical records after the visit. Auditors check each case against your own questions, note who made which error, leave…Setting up
Give people QA accessChoose who can open QA Auditor and how much they can do. Only clinic admins can change this.- Set up roles and guest team membersRoles are the parts people play on an audited visit. Guest team members let you audit work by people who don't have a houndkit login. Clinic admins set both up…
- Build sections and questionsSections and questions are your audit checklist. Clinic admins build them in Clinic Settings → QA → Questions. Set up your roles first, since every question…
- Audit types, visit types and case fieldsAudit types let a medication refill audit skip the sections that only apply to a full exam. Visit types tell imports which audit type each appointment gets…
Everyday use
Import appointments from DigitailTurn a Digitail appointment report into a queue of draft audits, with the vet already seated and the audit type already picked. Auditors can import; open the…- Work the review queueThe Review Queue is every case waiting to be audited. Auditors use it to find, claim and sort cases, and to act on many at once.
- Audit a caseThis is the everyday job for auditors: open a case, seat the team, mark what went wrong, and move it on to submitted and finalized. Everything saves as you go.
- Notes, feedback and evidence on a caseEach case has several places to write, and each one reaches a different audience. Here's which to use, and who will see it.
- Case Note Auditors: notes and suggestionsIf you're a Case Note Auditor, you can look over cases, leave notes for the auditors, and suggest errors. A full auditor decides what goes on the audit. This…
- Your results in My QAIf your clinic audits records, your own results live in the My QA tab on your dashboard. You don't need access to the QA tool to see them.
For admins
QA general optionsThe Workflow tab in Clinic Settings → QA controls how audits run and who sees them. Only clinic admins can change these.- To-dos, appeals and releasing resultsAfter an audit is finalized, auditors follow up on three things: to-dos, appeals, and (if your clinic holds results) releasing them to the team. All three are…
Magic Notes5
Getting Started
What Magic Notes is forMagic Notes turns a recording of an appointment into a written medical note. Record the visit on your phone or computer, and houndkit transcribes it and drafts…Everyday use
Record an appointmentRecord a visit in Magic Notes and get a drafted note a few moments after you finish. You can also upload a recording you made another way.- Review and copy a noteCheck a drafted note, fix anything that's off, and copy it into your PIMS.
- Make notes sound like youTune Magic Notes so your notes read the way you write. Everything on the Customize tab applies only to your notes. Your clinic's templates stay the same for…
For admins
Set up Magic Notes for your clinicClinic admins set the templates everyone's notes are built from, plus clinic-wide rules and style. These settings are in Clinic Settings → Magic Notes. Staff…
Drug Log3
Getting Started
What the Drug Log is forThe Drug Log is your clinic's controlled substance ledger. Your team records every amount received, given, wasted or adjusted, and houndkit keeps a running…Setting up
Set up your drug listBefore your team can log anything, a clinic admin adds the controlled substances your clinic stocks. The team logs against this list.Everyday use
Log a Drug Log entryEvery time a controlled drug comes in, is given, is wasted or needs correcting, log it in the Drug Log. The balance updates straight away.
Stock Requests4
Getting Started
What Stock Requests is forStock Requests is a shared list of things running low. Anyone on the team can flag an item, and a clinic admin marks it as ordered, on backorder or done.Setting up
Set up stock request statusesClinic admins name the statuses the team uses to mark stock requests, such as "Ordered", "On backorder" or "Already in stock". Each one sits in one of three…Everyday use
Request an itemWhen something is running low, add it to Stock Requests so whoever orders knows. It takes a few seconds, from the board or from anywhere in houndkit.For admins
Mark stock requestsClinic admins keep the stock list moving by marking requests: ordered, on backorder, in stock, or no longer needed. You can mark several at once.
Training & SOPs16
Getting Started
What Training & SOPs is forTraining & SOPs keeps everything your team needs to learn in one place: role-based training plans, skill sign-offs, onboarding checklists, tests, your SOPs and…Setting up
Set up a role's training planClinic admins can build a training plan for each role: which skills, SOPs, tests, Fetch units and Tell Tail sessions a new team member works through, and in…- Adopt a houndkit training programhoundkit publishes ready-made training programs, written for a role: the skills, the onboarding checklist, the manager's prep list, the tests and the check-in…
- Add and manage skillsSkills are the things your team needs to be able to do, like placing an IV catheter or taking a phone history. Training management can add, edit and archive…
- Write a competency testClinic admins can write timed competency tests, place them on a role's plan, and link them to the skills they cover. Every attempt is graded, then confirmed by…
Everyday use
Add a trainee and follow their progressTraining management can put a teammate on a role's plan, pick their mentors, and follow how they're doing. Their plan and mentor check-ins are laid out…- Work through your training planOnce a manager starts your training, your plan shows on the My training tab. This article explains what's on it and how to move through it at your own pace.
- Sign off skills and file check-insMentors, managers and anyone with sign-off rights can mark a trainee competent on a skill, put a skill back on their list for a refresher, and file private…
- Onboard a new hireOnboarding gives each new hire a checklist tab until every step is done, and gives managers a prep list of what to get ready before their first day.
- Take and grade competency testsCompetency tests are timed, then graded by one person and confirmed by another before the result is released. Here's how each side works.
- Send a self assessment quizA self assessment quiz asks someone to rate themselves 1–5 stars on every skill of a role. It's handy for experienced hires and for deciding where their…
- Find, read and print SOPsYour clinic's SOPs and Knowledge articles live in Training. You can search them, read them on your phone, mark them read, and print or download a PDF.
- Use the Knowledge libraryKnowledge is your clinic's reference shelf: articles plus quick-lookup lists for terms, drugs, conditions and more. Everyone can browse it; clinic admins keep…
For admins
Write and publish an SOP or Knowledge articleClinic admins write SOPs and Knowledge articles on a full-page writer. Drafts save as you go, and nothing is visible to the team until you publish.- Ask for a review before publishingBefore an SOP or Knowledge article goes out, you can ask teammates to read the draft. They comment and suggest edits; you choose what to take.
- Training permissions, check-in forms and library settingsClinic admins decide who manages training, who signs off skills, what the mentor check-ins ask, and how SOPs and Knowledge are organized. Everything here lives…
Equipment5
Getting Started
What Equipment is forEquipment keeps track of everything your team maintains, from the autoclave to the anesthesia machine, and when each job is next due. Your team logs the work…Setting up
Add equipment and servicesClinic admins add the equipment the team maintains, then give each item its services and schedules. Due dates, reminders and team space cards all come from…Everyday use
Log a serviceWhen someone cleans, checks or services a piece of equipment, log it so the next due date moves on. You can log one service or several at once.For admins
Set up equipment remindersEquipment services only show as due to someone who opens the Equipment page. Clinic admins can send a daily reminder to the right people, and put an Equipment…- Equipment pointsMaintenance can earn raffle tickets, the same ones your team earns from chores. Clinic admins turn points on and decide what each kind of job is worth.
Client Connect4
Getting Started
What Client Connect is forClient Connect lets pet owners request appointments online and trade messages with your team. Owners use a link, with no app or account, and your team answers…Setting up
Set up online bookingClinic admins can turn online booking on or off and add a short welcome message to the booking page. These settings are in Clinic Settings → Client Connect →…Everyday use
Handle booking requestsWork through online appointment requests: approve them, suggest a different time, or decline, with an optional note to the owner.- Message a clientSend a pet owner a message and keep the whole conversation in houndkit. The owner gets an email with a secure link to read and reply.
Docs8
Getting Started
What Docs is forDocs keeps the paperwork your team hands out in one place. Find a consent form in seconds, fill in a discharge handout for a patient, or share an online form…Setting up
Upload documents and make packagesClinic admins build the document library your team searches. Upload files, sort them into categories, and group the ones that go together into packages.- Write a handout templateClinic admins write the handout templates staff fill in for each patient. Start from one of houndkit's ready-written handouts, or write your own.
- Build a client formClinic admins can build online forms clients fill in from any device, such as intake, consent or boarding forms. Answers come back to Docs → Forms.
Everyday use
Find, print and email a documentPull up any document in your clinic's library, then print it, download it or email it straight to a client.- Fill in a handoutHandouts are templates with blanks for each patient's details. Fill in the blanks, answer any questions, then print, copy or save a PDF to give the client.
- Review form responsesWhen clients fill in your online forms, their answers land in Docs → Forms. Here's how to share a form and work through what comes back.
For admins
Standard inserts and Docs sectionsSet your clinic's details once so every handout fills them in, and choose which parts of Docs your team sees. Both are in Clinic Settings → Docs: the first on…
Follow Ups6
Getting Started
What Follow Ups is forFollow Ups turns your PIMS appointment report into a to-do list of client messages: callbacks after surgery, review requests, reminders to send records, and…Setting up
Set up follow-up types and templatesClinic admins decide which appointments need a follow-up and what the message says. Everything is in Clinic Settings → Follow Ups. houndkit adds a starter set…Everyday use
Upload an appointment reportImport your PIMS appointment report to fill the board with the follow-ups your team needs to send.- Work a follow-upOpen a patient's case, copy the ready-made message, send it, and check it off. Here's the whole routine.
- Filter the board and update many at onceWhen the board is busy, filter it down to one job, then clear a batch of follow-ups in one go.
For admins
Follow Ups report setup and dataClinic admins can fill in your links, match how the report writes names, and control how long old cases stay on the board. These settings are in Clinic…
Chores9
Getting Started
What Chores is forChores is your clinic's shared cleaning and upkeep checklist. It shows everyone what needs doing today, who has done it, and what slipped, so nobody has to…Setting up
Add chores to your listClinic admins can add chores one at a time, several at once across rooms, or in a spreadsheet. Everything here lives in Clinic Settings Chores Chore list.- Use room templatesA room template is the set of chores a room needs, written once. Clinic admins can apply it to as many rooms as they like, and each room gets its own copy of…
- Set up teams, reminders and working daysClinic admins can split chores by crew, nudge the team before close, get a daily wrap-up, and keep chores off closed days. All of this is in Clinic Settings…
Everyday use
Work through today's choresThe To do tab is your checklist for the shift. Here's how to find what's due, tick it off, and let the team know what you're on.- Log a chore for someone elseWhen a teammate did a chore but didn't tick it off, you can log it for them. They get the credit and the points, and the board shows it was entered by you.
For admins
Edit, archive and clean up choresClinic admins can change one chore, update many at once, or take chores off the board. Everything here is in Clinic Settings Chores Chore list.- Run a points rafflePoints turn finished chores into raffle tickets. Clinic admins set what each chore is worth, set up prizes, and draw winners from the Raffle tab on the Chores…
- Review Insights and correct the LogClinic admins can see how chores are really going and fix entries that are wrong. Both tabs are on the Chores board and cover the whole clinic, whatever team…
Hospital13
Getting Started
What Hospital is forHospital is your digital treatment sheet for hospitalized patients. You can see who's in, what each patient is owed next, chart what was done and when, and…- What the Surgery Calculator is forThe Surgery Calculator is a one-page anesthesia drug sheet. Type the patient's weight and every drug on it works out the volume to draw up, ready to print or…
Setting up
Set up HospitalClinic admins set up how Hospital works for the whole clinic: who orders medications, when an entry counts as late, chart hours, overdue alerts, your tags…Everyday use
Fill in and print a surgery sheetYou can fill in the surgery sheet for a patient, then print it or save it as a one-page PDF to upload to their record.- Admit a patientAdmitting puts a patient on the Hospital board and opens their treatment sheet. It's the paperwork a tech or assistant fills in before the doctor writes any…
- Add orders to a patientOrders are what puts treatments, fluids, vitals checks, diagnostics and care on a patient's chart. You fill a list in one panel, then place everything at once.
- Chart a treatmentCharting records what was done, the time it was actually done, and who did it. If a dose didn't go in, you record why.
- Take vitals and log ins and outsYou can record vitals, feeding, walks, urine, stool, vomiting and owner calls on any patient, whether or not a doctor ordered them. Each entry lands on the…
- Write notes and hand off a shiftEverything anyone writes about a patient lives in one notes thread you can copy into your PIMS. A shift handoff tells the next shift what they need to know…
- Track catheters, belongings and paperworkA patient's sheet keeps track of the catheter that's in, what came in with them, and the forms and files that go with the stay.
- Discharge a patientDischarging sends a patient home with a summary, a go-home medication list and the whole stay written out for your PIMS. It also catches the small things that…
For admins
Edit the surgery sheetClinic admins choose which drugs, doses and concentrations are on the Surgery Calculator, and which extra patient questions it asks.- Customize orders, checks and the discharge recordClinic admins can change the checks on every sheet, what the order panel offers, the check groups and order sets doctors use, and what goes into the discharge…
Groups7
Getting Started
What Groups is forGroups gives your clinic one shared list of teams, like Techs, Front Desk or DVMs, that every tool can use. Each group can also have its own team space: a home…Setting up
Set up groupsClinic admins create and manage your clinic's groups in one place. Every tool that needs a team, like Tasks, Chores, Kudos and Labs, uses this list.- Turn on team spacesClinic admins decide whether team spaces are on, whether they have a chat board, and who can change how each space looks.
Everyday use
Use your team spaceYour team space is the first stop for your group each shift. It pulls your group's tasks, chores and conversations into one page.- Chat with your teamEach team space can have its own chat board for threads, replies, reactions and @mentions. Everything is timestamped, so it doubles as a record of what the…
- Customize your team spaceGive your team space its own look, pin the tools your team uses most, and decorate the banner. Changes save for the whole group.
For admins
Show doctors as Dr. LastNameClinic admins can have doctors show as Dr. LastName on the taskboard, the lab board and when they're tagged, instead of by first name.
Clinic Feed8
Getting Started
What the Clinic Feed is forThe Clinic Feed is one place for clinic-wide news: announcements, protocol updates, cases, quick quizzes and team fun. Every post has a type, and the type…Setting up
Set up post typesPost types are the heart of the Clinic Feed. Each type decides how loud a post is, who's allowed to post it, and whether comments start on. Clinic admins…Everyday use
Post to the Clinic FeedShare an update with the whole clinic or just certain groups, with pictures, links, a poll, or a time to go up and come down.- Acknowledge a must-read postSome posts, like protocol updates, ask everyone to confirm they've read them. Here's how to confirm, and how authors and admins can see who has.
- Add a poll or quizAsk the team a question with a poll, or test what they know with a quiz that marks answers right or wrong.
- Comment, react and linkJoin the conversation on any post with emoji, comments and replies. You can link to patients, SOPs and more right in your comment.
For admins
Choose who can post and turn features on or offClinic admins decide who can post restricted types, and can switch comments, reactions, polls or the whole feed off.- Pin, remove and review postsClinic admins can pin important posts, take down posts or comments, and see a full history of what was edited or removed.
Fetch6
Getting Started
What Fetch is forFetch is short daily lessons on the things your team needs to know by heart: medical word parts, your clinic's glossary, drugs, conditions, fast facts, dental…Setting up
Set up Fetch for your clinicClinic admins choose what Fetch teaches, whether the path unlocks one lesson at a time, and whether the team sees a leaderboard or a shared weekly goal. All of…Everyday use
Play lessons and reviewsA Fetch lesson is a handful of quick questions. Here's how to play one, review what you've missed, and flag a question that doesn't look right.- Streaks, badges and team goalsFetch keeps a few gentle scores to help you build a habit: a daily streak, XP, badges, and a team goal the whole clinic works toward together.
For admins
Change Fetch levels and unitsFetch teaches in order of level, from easiest to hardest. Clinic admins can move cards to a different level, stop Fetch asking about something, or arrange the…- Reports and trouble spotsWhen someone flags a Fetch question, it lands with your clinic admins. You can also see which cards the team keeps missing, without singling anyone out.
Tell Tail6
Getting Started
What Tell Tail is forTell Tail is triage and client-care practice for your front desk and assistants. You read the patient, hear the client, and decide what to do, and every case…Everyday use
Practice triageTriage practice gives you ten cases at a time: patients arriving at the front desk and owners calling about them. You decide how urgent each one is, and Tell…- The history room and hands-on practiceThe Hands on modes put you in the exam room: take a history, read the patient before you reach for them, check vitals, and hand off to the DVM.
- Practice talking with clientsThe Talking with clients modes help you find out what a client is really seeing and answer them the way your clinic would. Rule it out works the same way, from…
- Busy lobby and DailyDXTwo quick games in Tell Tail: sort a crowded lobby by urgency, and solve the daily diagnosis puzzle.
For admins
Set up Tell Tail for your clinicClinic admins fill Tell Tail with cases, set the vital ranges it teaches, and decide whether the team sees it. Everything is in Clinic Settings → Tell Tail…
Reports2
Everyday use
Upload your Digitail reportsThe Reports tool lets you upload the day's Digitail reports once, and every tool that uses them gets them. Right now that's Follow Ups and QA.For admins
Reports settingsClinic admins find the Reports settings in Clinic Settings → Reports.
Team Forms4
Getting Started
What Team Forms is forTeam Forms is for the requests staff send to a team inside the clinic, like an employee discount change, a time clock fix or a broken piece of equipment…Everyday use
Fill in and send a team formNeed something from another team, like a discount added or a missed clock-in fixed? Send them a team form.- Handle a team form sent to your teamWhen someone sends a form to a group you're in, you get a bell alert and it waits for your team until someone marks it done.
For admins
Set up team formsClinic admins build the forms staff can send, and choose which team each one goes to.
Logs3
Getting Started
What Logs is forLogs holds your clinic's running logs: the charts and spreadsheets that used to live on a clipboard, like microchip insertions, the euthanasia log, fridge…Everyday use
Add and update log entriesAdd a row to a log whenever something happens, then tick off the later steps as they're done.For admins
Set up your clinic's logsClinic admins build logs to fit the way your clinic works. Start from a houndkit template or make your own.
Fun & Games9
Getting Started
What Games is forGames is your clinic's break room: quick daily puzzles, party games to play together on a big screen, and learning games that sharpen triage and vet knowledge…Everyday use
Play the daily gamesEach daily game has one puzzle a day, the same for everyone at your clinic. A new one arrives each day, based on your clinic's time zone. Play it once, then…- Host or join a live gameThe Play together games are made for a team meeting, a lunch break or a slow afternoon. The host puts the game on a big screen, like a TV or projector, and…
- Play JeopawdyJeopawdy is the vet trivia board. Players buzz in from their phones, and it has Daily Doubles, a Double round and a Final. Only clinic admins and managers can…
- Play Rapid RoundsRapid Rounds is a speed quiz. Multiple-choice vet questions go up on the big screen, and everyone answers on their phone. Right and fast wins.
- Play The Pack SaysIn The Pack Says, two teams guess the most popular answers to a question. Use one of houndkit's questions, or survey your own team first and play their answers.
- Play PawcassoPawcasso is a drawing game. The drawer gets a secret word on their phone and draws it there, and the drawing shows live on the big screen while everyone else…
- Play Most Likely ToWho's most likely to get peed on today? In Most Likely To, a prompt goes up on the big screen and everyone votes for a teammate on their phone. Votes are…
For admins
Choose your clinic's gamesClinic admins choose which games the team sees. Go to Clinic Settings → Games, or tap Choose games on the Games page.
Can't find it? Email support@houndkit.com, or send a ticket from the menu inside houndkit.