Help centre

Questions about charting with PawsFree.

How notes get personalised to the way you write, how templates are built and changed mid-visit, and what happens to your practice's data. If your question isn't here, we answer email the same working day.

Getting started

Do I have to move off my practice software? +

No. PawsFree runs as a Chrome extension and sidebar inside the practice management software (PIMS) you already use, so the finished note is written into the patient's chart where you'd normally type it, and the iPhone and Android apps record from the exam room. There is nothing to migrate and no second system for the team to learn.

Install the extension, sign in, and the sidebar appears next to the open patient record.

What does a visit actually look like? +

Three steps, in the room and after it:

  1. Record. Start the recording in the PawsFree app on your iPhone or Android and talk to the client as usual.
  2. Gather and draft. PawsFree pulls the labwork, imaging reports and prior visits for that patient and drafts the note in your chosen template.
  3. Approve. You read it, edit anything you want, and drop it into the chart.
Does the note ever go into the chart without me seeing it? +

Never. Every draft waits for a clinician to approve it. Nothing is filed to the patient record until you press approve, and you can edit any line before you do.

Personalising notes

How do I make the notes sound like the way I write? +

Two levers, and they work together. In Settings → Note style you set the things that hold for every note: prose or bullets, abbreviations expanded or left short, units, tense, how much of the client's own wording to keep in the subjective.

The second lever is your own editing. When you rewrite a phrase before approving, PawsFree keeps that correction for your account, so the same phrasing shows up already applied in the next note. Most people find the edits drop off sharply over the first week or two.

Can I personalise individual sections rather than the whole note? +

Yes. Each section of a template carries its own instructions, so you can ask for a terse objective and a fuller plan in the same note. Common ones:

  • Always list vitals in a fixed order, one per line.
  • Give the assessment as a numbered problem list with differentials.
  • Write the plan as instructions to the owner, in plain language.
  • Include a boilerplate paragraph — consent, cost estimate, recheck window — every time.
Are my preferences mine, or the whole clinic's? +

Note style and learned corrections are per user. Templates can be either: keep one to yourself, or publish it to the clinic so everyone charts that visit type the same way. An admin can also mark one template as the clinic default, which is what new users get on their first day.

Can I keep my own shorthand and abbreviations? +

Add them to your glossary in Settings → Note style: the shorthand you dictate, and the text you want written out. It works both directions, so you can say the long form and have the note record "BAR", or dictate a clinic-specific abbreviation and have it expanded for the record.

Templates

How do I create a template? +

Open Templates in the sidebar and choose New template, or duplicate one that's already close to what you want — starting from SOAP + physical is usually faster than a blank page.

  1. Name it for the visit type, not the format: "Canine dental", "Recheck", "Euthanasia".
  2. Add your sections and rename the headings to your clinic's wording.
  3. Drag the sections into the order you dictate in.
  4. Give each section its instructions — length, structure, what to leave out.
  5. Save, then keep it private or publish it to the team.

Fastest way in: paste a note you've already written into Build from an example, and PawsFree lays out matching sections for you to adjust.

Can I adjust a template mid-case, when the visit isn't going to plan? +

Yes, and this is the common case — a wellness exam turns into a lameness workup, or an anaesthesia record needs a complication section. Switch the template from the picker above the draft and the note is rebuilt from the same recording and sources; nothing is re-recorded and nothing you've already approved is lost.

For smaller adjustments, edit the note in place: add a section, drop one that doesn't apply, or reorder them. Those changes stay with this visit only.

If you find yourself making the same adjustment every time, save it back with Update template — or Save as new if it's really a different visit type.

Which templates come built in? +

SOAP + physical

Every species

Canine dental

Chart + findings

Discharge notes

Written for owners

Recheck / progress

Short-form

Anaesthesia record

Timed entries

All five are editable, and there's no limit on how many of your own you add.

If an admin changes a shared template, what happens to mine? +

Shared templates update for everyone, and notes already filed are untouched. If you'd made your own copy, that copy stays as it is — you'll see a note offering to pull in the clinic's changes, and you decide.

Charting a case

Where do the labs, imaging and history in the draft come from? +

From the patient's own record. Alongside the recording, PawsFree gathers the chemistry and CBC results, radiology reports and prior visits attached to that patient, and lists them as sources beside the draft.

Every source stays clickable, so you can check the out-of-range analytes or the radiologist's wording against the line the note drew from it.

If your PIMS doesn't hold the diagnostics, or they only exist as a PDF from the lab or imaging service, upload them straight into the extension and they become sources for the draft like anything else.

Where an integration with the diagnostics provider exists, you don't need to upload at all: keep that provider's tab open alongside the patient and PawsFree pulls the results for the matching patient. Don't see your provider? Request an integration and we'll look at adding it.

What if results arrive after I've recorded? +

Leave the visit open. New results appear as sources as they come in, and you can refresh the draft to fold them into the objective and assessment before you approve. For a visit already filed, record a short addendum and it's appended to the chart rather than overwriting the original note.

The draft got something wrong. What should I do? +

Fix it in the draft and approve as normal — the correction is kept for your account, so the same mistake is less likely next time. If a whole section is off, regenerate just that section instead of the entire note, or flag it from the note menu and our clinical team looks at that case directly.

Can one recording produce more than one document? +

Yes. The same visit can generate the SOAP note for the chart, discharge instructions written for the owner, and a callback summary for the nurse — each in its own template, from the one recording.

Team, privacy & billing

Who in the practice can see a note? +

Drafts are visible to the clinician who recorded them and to practice admins. Once approved, the note lives in the patient record and follows your PIMS permissions like any other entry.

What happens to the recordings? +

Audio is encrypted in transit and at rest, used to produce your note, and deleted on the retention schedule set for your practice. You can delete any recording yourself from the visit. Full detail is in the privacy policy.

How does the free trial work? +

Fourteen days, in your own practice software, with no credit card and no setup call. Cancel any time; templates and settings are kept if you come back. Plans are on the pricing page.

Still have a question?

Email the team and a person who knows the product answers, usually the same working day.

Contact support