Veterinary clinic
Briarwick Hill Animal Hospital · Veterinary clinic · Burlington, VT
Jolene Balogun is the practice manager at Briarwick Hill Animal Hospital, a small-animal veterinary hospital in Burlington, and she uses this to bill every appointment, get each owner's signature on treatment estimates and chase what is still unpaid.
HealthcareBillingDocuments and e-sign6 tables · 8 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 row action · 1 agent
Use this templateVisit board
AppointmentsHartigan — Juniper, recheck
Bellweather — Tank, dental
Hartigan — Biscuit, vaccines
Thackwell — Sir Humphrey, dental
Lindqvist — Marmalade, surgery
Ibrahim — Kiwi, wellness exam
Ferrante — Dolly, dental
Eriksen — Birdie, surgery
Delacroix-Munn — Biscotti, dental
Bellweather — Tank, sick visit
Thackwell — Sir Humphrey, sick visit
Gutierrez — Chorizo, urgent care
Hartigan — Juniper, wellness exam
Danquah — Kofi, recheck
Castellan — Pepper, recheck
Tables
Appointments
30 sample rows · 12 columnsEvery visit from booking to pickup, with the estimate the owner signs for and the vet who sees the pet.
| Appointment | Patient | Visit type | Services | Seen by | Visit | Status |
|---|---|---|---|---|---|---|
| Bellweather — Tank, dental | Tank | Dental cleaning with anesthesia | Anneliese Radcliffe-Odum | Oct 20, 12:00 PM | ||
| Thackwell — Sir Humphrey, dental | Sir Humphrey | Dental cleaning with anesthesia | Priyanka Dhillon-Hart | Oct 26, 12:00 PM | ||
| Lindqvist — Marmalade, surgery | Marmalade | Spay or neuter, cat, Microchip implant | Priyanka Dhillon-Hart | Oct 27, 12:00 PM |
Invoices
20 sample rows · 12 columnsWhat each visit billed, what has been paid and what is still owed.
| Invoice | Visit | Billed to | Total | Paid | Balance | Status |
|---|---|---|---|---|---|---|
| BHAH-24120 | Eriksen — Birdie, surgery | Paloma Eriksen | $420 | $0 | $420 | |
| BHAH-24119 | Okafor-Reyes — Waffles, wellness exam | Daniel Okafor-Reyes | $134 | $0 | $134 | |
| BHAH-24118 | Boateng — Sunny, sick visit | Akosua Boateng | $84 | $0 | $84 | |
| BHAH-24117 | Halloran — Clover, dental | Brigid Halloran | $395 | $197.50 | $197.50 | |
| BHAH-24116 | Ferrante — Ranger, surgery | Matthias Ferrante | $460 | $230 | $230 | |
| BHAH-24115 | Prendergast — Truffle, recheck | Odette Prendergast | $60 | $60 | $0 | |
| BHAH-24114 | Ibrahim — Nala, dental | Layla Ibrahim | $395 | $395 | $0 | |
| BHAH-24113 | Halloran — Seamus, sick visit | Brigid Halloran | $84 | $84 | $0 | |
| BHAH-24112 | Nakagawa — Mochi, wellness exam | Emi Nakagawa | $68 | $68 | $0 | |
| BHAH-24111 | Yamamoto — Haru, vaccines | Kenji Yamamoto | $66 | $66 | $0 | |
| BHAH-24110 | Castellan — Pepper, surgery | Ned Castellan | $270 | $270 | $0 | |
| BHAH-24109 | Vandermeer — Gus, wellness exam | Roland Vandermeer | $248 | $248 | $0 |
Patients
26 sample rows · 10 columnsEvery animal the hospital treats, with the owner who pays for them.
| Pet | Species | Breed | Sex | Date of birth | Weight | Microchip |
|---|---|---|---|---|---|---|
| Birdie | Boston terrier | Mar 30, 2023 | 14 | 985112000081314 | ||
| Biscotti | Cocker spaniel | Dec 1, 2012 | 28 | 985112000177397 | ||
| Biscuit | Domestic shorthair | Mar 11, 2015 | 10.5 | 985112000007404 | ||
| Chorizo | Dachshund | Dec 12, 2019 | 17 | 985112000088705 | ||
| Clover | Tabby | Jun 21, 2020 | 9.2 | 985112000118269 | ||
| Dolly | Beagle | Jul 7, 2016 | 24 | 985112000059141 | ||
| Gus | Golden retriever | Feb 28, 2016 | 82 | 985112000096096 | ||
| Haru | Shiba Inu | Mar 7, 2020 | 24 | 985112000162615 | ||
| Juniper | Labrador mix | Jun 2, 2018 | 62 | 985112000000013 | ||
| Kiwi | Cockatiel | May 5, 2021 | 0.2 | 985112000140442 | ||
| Kofi | Bengal | Aug 16, 2021 | 12.4 | 985112000103487 | ||
| Marmalade | Orange tabby | Jan 10, 2025 | 8.8 | 985112000029577 |
Owners
20 sample rows · 10 columnsThe people who bring the animals in, how to reach them and what they owe.
| Owner | Phone | Home address | Preferred contact | Autopay enrolled | Client since | |
|---|---|---|---|---|---|---|
| Akosua Boateng | (802) 555-0127 | akosua.boateng@granitelakemail.net | 4 Pennywhistle Ct, South Burlington, VT 05403 | No | Jun 1, 2022 | |
| Astrid Lindqvist | (802) 555-0111 | astrid.lindqvist@northcoveinbox.com | 702 Pennywhistle Ct, South Burlington, VT 05403 | No | Sep 9, 2022 | |
| Brigid Halloran | (802) 555-0121 | brigid.halloran@granitelakemail.net | 12 Pennywhistle Ct, South Burlington, VT 05403 | Yes | Nov 9, 2018 | |
| Corinne Thackwell | (802) 555-0116 | corinne.thackwell@champlainpost.org | 380 Lantern Vale Rd, Charlotte, VT 05445 | No | May 23, 2016 | |
| Daniel Okafor-Reyes | (802) 555-0110 | daniel.okaforreyes@champlainpost.org | 36 Gorse Meadow Rd, Shelburne, VT 05482 | Yes | May 1, 2024 | |
| Dmitri Sokolov | (802) 555-0122 | dmitri.sokolov@champlainpost.org | 99 Gorse Meadow Rd, Shelburne, VT 05482 | No | Jul 6, 2023 | |
| Efua Danquah | (802) 555-0120 | efua.danquah@northcoveinbox.com | 808 Hollyoak Way, Burlington, VT 05401 | Yes | Nov 17, 2024 | |
| Emi Nakagawa | (802) 555-0113 | emi.nakagawa@champlainpost.org | 9 Foxglove Crossing, Williston, VT 05495 | Yes | Sep 13, 2025 | |
| Josiah Bellweather | (802) 555-0112 | josiah.bellweather@granitelakemail.net | 55 Thimbleberry Ln, Burlington, VT 05401 | No | Apr 23, 2018 | |
| Kenji Yamamoto | (802) 555-0126 | kenji.yamamoto@northcoveinbox.com | 71 Foxglove Crossing, Williston, VT 05495 | Yes | Aug 9, 2024 | |
| Layla Ibrahim | (802) 555-0123 | layla.ibrahim@northcoveinbox.com | 563 Thimbleberry Ln, Burlington, VT 05401 | Yes | Aug 5, 2021 | |
| Matthias Ferrante | (802) 555-0114 | matthias.ferrante@northcoveinbox.com | 214 Gorse Meadow Rd, Shelburne, VT 05482 | Yes | Oct 14, 2023 |
Services
16 sample rows · 4 columnsThe price list: every exam, vaccine, test and procedure the hospital bills.
| Service | Code | Category | Fee |
|---|---|---|---|
| Dental cleaning with anesthesia | DN-410 | $395 | |
| Wellness exam | WE-110 | $68 | |
| Sick-pet exam | SE-120 | $84 | |
| Recheck exam | RC-130 | $42 | |
| Urgent-care surcharge | UC-140 | $75 | |
| Fecal test | LB-310 | $36 | |
| Senior blood panel | LB-320 | $142 | |
| Heartworm and tick test | LB-330 | $44 | |
| Microchip implant | MS-610 | $55 | |
| Nail trim | MS-620 | $18 | |
| Spay or neuter, cat | SG-510 | $215 | |
| Spay, dog under 50 lb | SG-520 | $420 |
Also included
- Treatment estimate and consentThe estimate an owner signs before any surgery or dental work begins.
- Invoice overdueTells the practice manager the day an invoice passes its due date so the first reminder goes out.
- Mark paid
- Monday overdue digest
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