Veterinary Consultations

Consultation List

Displays all consultations with their main information.

Consultation list
Consultation list with filters and statuses
  • Reference
  • Date
  • Animal concerned
  • Reason
  • Diagnosis
  • Status (Draft/Validated/Billed/Closed)
  • Veterinarian
  • Amount

Create a Consultation

Consultation form
Creation form — vital signs, exams, treatment, visit type
  1. Select the animal (search by name)
  2. Enter the date (default: today)
  3. Select the consultation reason (dropdown list)
  4. Fill in the diagnosis
  5. Describe the prescribed treatment
  6. Add the veterinary procedures performed
  7. Save
Free price
Entering a free price without a predefined act

Consultation Workflow

Consultations follow a 4-step workflow.

Draft Validated Billed Closed
Status Description Actions
Draft Consultation being entered Edit, Delete, Validate
Validated Completed consultation, not editable Bill, Close
Billed Invoice generated View invoice, Close
Closed Archived View only

Validate a Consultation

  1. Open the consultation record
  2. Verify that all information is correct
  3. Click the "Validate" button
  4. Confirm
Warning: Once validated, the consultation can no longer be modified (except by an administrator).

Acts / Billing

The "Acts / Billing" section lets you record the veterinary acts performed during the consultation. Each act is selected from the veterinary dictionary and its price is applied automatically. The total is recalculated in real time.

Veterinary act selection
Act selector — code, label and automatic unit price
Act added to consultation
Act added in the Acts/Billing section — total recalculated
Note: Prerequisite: the acts dictionary must be filled in and Dolibarr services generated (see Administration → Consultation Acts).

Adding an act to a consultation

  1. Open or create a consultation (Draft or Validated status)
  2. In the Acts / Billing section, click the "— Select an act —" dropdown
  3. Type a code or name to filter the list (e.g. "CONSULT", "ECHO")
  4. Select an act: the unit price fills automatically
  5. Adjust the quantity if needed (default: 1)
  6. Click "Add a line"
  7. The consultation total price is recalculated automatically

Repeat for each performed act (consultation + ultrasound + tests, etc.)

To remove a line, click the red icon on that row.

Impact on the invoice

When generating the invoice ("Bill"), each added act becomes a separate invoice line with its associated VET-* product, label and amount. This enables precise tracking of billed acts.

Tip: Tip: add acts before validating the consultation so the price is correct from validation.

Bill a Consultation

Consultation invoice line
Generated invoice line — consultation reference, reason and amount
Post-billing notifications
Alerts after invoice generation — draft invoice to validate
Actions on billed consultation
Available buttons — Edit, Edit invoice, Close, Print
  1. The consultation must be validated
  2. Click the "Bill" button
  3. A draft invoice is automatically created:
    • Client = Main owner of the animal
    • Lines = Consultation procedures
    • Amount = Sum of procedures
  4. You are redirected to the invoice for validation