<p class="no-margin">To see the walkthrough click the PDF below:</p><a href="https://pawthosx-inc.intercom-attachments-1.com/i/o/u0o2np4n/2166477892/c5d3107092c71f15672bb69c5bbf/NavigatingClinicOS.pdf?expires=1782826200&amp;signature=5804c25f271605e30ca485188b4d00b6c2af105fdddcf7f1bb617810376fea46&amp;req=diEhEM15molWW%2FMW1HO4zTJGwTiQYeIHXpFtNiSwpj%2FK5ESWsIINMcunrMqI%0ALWd3xyd588Y%3D%0A" download="NavigatingClinicOS.pdf">NavigatingClinicOS.pdf</a>

This step by step walkthrough shows how to navigate ClinicOS NavBar, Payments, Presence taskboard, and more.

Navigating ClinicOS

Changelog

Brendan Baker

How PawthosX communicates product updates, new features, changelog items, roadmap changes, and major workflow updates. This section explains what clinics can expect as PawthosX continues improving while keeping daily clinic operations stable.

Product Updates & Release Standards

PawthosX releases improvements regularly. This article explains how we communicate new features, changelog updates, integrations, major workflow changes, and release notice timelines.

How PawthosX Communicates Product Updates

Learn how to use status.pawthosx.com to check PawthosX system health, regional status, active incidents, service degradation, integrations, and recent platform stability.

Understanding the PawthosX Status Page

Getting Started with PawthosX One.

Settings, Configuration, and other notes for items that are configurable. 

Settings, Configurations, and all the things

Learn how to configure your clinic’s ControlHub settings in ClinicOS, including clinic profile, scheduling rules, appointment types, financial settings, inventory configuration, communications, integrations, and system governance.

ClinicOS Settings & ControlHub Configuration

ControlHub is the administrative command center of ClinicOS.

ControlHub — Global, Clinic, User & Template Settings for ClinicOS

Clinic Settings are where your practice configures the operational foundation of PawthosX One.

Setting Up Clinic Settings in ClinicOS / PawthosX One

Settings

Business Reporting & Business Presence

PawthosX BusinessPresence (BI) Overview

Using PawthosX Business Presence™

Clinical Intelligence is the quality improvement and adverse event review center inside PawthosX One.

Using Clinical Intelligence and QI Events

Atlas, CareQueue, Online Booking, CaseConnect, and Floorboard

Everything Scheduling

Learn how to configure and manage rooms in Atlas Scheduler, assign team members, and control operational flow inside ClinicOS. This guide walks through the essential steps for setting up scheduling structure and maintaining efficient clinic operations.

Atlas Scheduler: Rooms, Staff Assignment, and Workflow Setup

Atlas Overview

OurWork is ClinicOS’s integrated workforce hub.

OurWork — Scheduling, Timekeeping, PTO, and Workforce Management in ClinicOS

CaseConnect is ClinicOS’s centralized system for managing all incoming and outgoing referral relationships.

CaseConnect — Managing RDVM Referrals & Continuity of Care Inside ClinicOS

Online Booking is the client-facing scheduling system for ClinicOS.

Online Booking — Client-Facing Appointment Scheduling for ClinicOS

Atlas CareQueue is the live queue system for urgent care, general practice, walk-in visits, same-day appointments, and high-variability clinic flow.

Atlas CareQueue

CaseConnect Hub is the referral and partner communication center inside PawthosX One.

Using CaseConnect Hub

Questionnaires, Forms, and Documents allow your clinic to build, publish, send, automate, and manage client-facing forms inside PawthosX One.

Setting Up Questionnaires, Forms, and Documents

From supplies, to codes, to rabies tags and more.

Inventory & Inventory Settings

Step-by-step instructions for creating inventory items, setting regulatory controls, managing stock thresholds, and configuring pricing policies such as Manual, Keystone, Cost + %, MAP, and Fixed pricing.

Pricing & Inventory Setup

Rabies Tag Batches let your clinic register pre-numbered rabies tags issued by your local authority, supplier, or internal inventory process.

Adding Rabies Tag Batches in PawthosX One

Rx Governance is the fulfillment control center for prescriptions inside PawthosX One.

Rx Governance: Managing Prescription Fulfillment, Safety Checks, and Amendments

HomeDelivery is ClinicOS’s built-in system for managing medication and diet deliveries directly to clients’ homes.

HomeDelivery — Medication & Diet Delivery Management Inside ClinicOS


PawthosX provides legal, privacy, and trust resources so clinics can review the policies, standards, and terms that apply to PawthosX One and related services.

Legal, Privacy, and Trust Resources

PawthosX gives clinics three separate places for support, learning, and product feedback.

Getting Help, Tracking Tickets, and Submitting Feedback

Sometimes things don’t load correctly, look outdated, or behave strangely.
In most cases, this is caused by your browser using stored (cached) data that’s no longer up to date.

How to Clear Your Browser Cache (Fix Loading & Display Issues)

PawthosX One Basics.

Your Virtual Veterinary Support Team — Always Working, Always Reviewed, Always Human-Led

Understanding Artificial Presence in PawthosX One

TriageAI helps your team determine urgency in seconds — no guesswork, no hesitation, and no inconsistent handoffs.

TriageAI

DischargeAI transforms clinical notes, medications, and care instructions into clean, client-ready discharge summaries in seconds.

DischargeAI

PawthosX gives your clinic full control over alerts — from triage flags to inventory warnings to flowboard updates

Configuring Alerts & Notifications

ClinicOS lets you define exactly what each team member can see and do:

Roles, Permissions, and Access Control

Integrations Overview

Atlas & Atlas FlowBoard — Managing Queues and Rooms

Setting Up ScreenPresence Displays

Vault is your clinic’s training, compliance, and knowledge center inside ClinicOS.

Vault — SOPs, Guides & Instant Lookups

ChronicleAI is your intelligent clinical documentation system inside ClinicOS.

ChronicleAI — Tracking Clinical Notes Like a Pro

PulseCheck is your clinic-wide operational awareness system.

PulseCheck— See What Your Team Feels

Notifications is the unified alert system inside ClinicOS.

Notifications — Unified, Clinic-Wide Alerts in ClinicOS

CaseFolder is the unified timeline of a patient’s entire care journey inside ClinicOS.

CaseFolder — The Complete Patient Journey in ClinicOS

MyTasks is the personalized action hub for every team member in ClinicOS.

MyTasks — Personal Task, Result, and Action Queue Inside ClinicOS

Forms is the digital intake and consent engine built into ClinicOS.

Forms — Digital Intake, Consent, and Workflow Automation in ClinicOS

MsgBoard is the single-stream communication hub inside ClinicOS.

MsgBoard — Unified Messaging for Your Entire Clinic

Team Chat

PawthosX gives you two ways to import outside records directly from Workflow: a quick document import for individual results, or a full record import when you receive a patient's history from another clinic.

Using Importing Labs and Patient Records from Workflow

Adding a Pet Profile Picture

This guide walks through the core visit flow in PawthosX One, from opening the EMR to completing the appointment.

Patient Flow, Transcription, Exam, SOAP, and Discharge

PawthosX One Features & Guides | Historical ClinicOS Documents

ClinicOS & PawthosX One

Client Applications & Portals

The MyPet App is the client-facing portal connected directly to ClinicOS.

The Pawsworth App— Your Clinic’s Client-Facing Companion to ClinicOS / One

Overviews of the system and features - One pagers

Overviews

ClinicOS™ Features & Guides

Workflow Overview

AutoFlow Overview

RXGuard Overview

E-DEA Logs are ClinicOS’s digital controlled substance ledger.

E-DEA Logs — Controlled Substance Compliance in ClinicOS

AI Assistant Analytics is the performance, feedback, awareness, and auditability center for AI activity inside PawthosX One.

Using AI Assistant Analytics

Template Variables: What Each variable means

CarePlan & CarePlan +

How clinics design structured, safe, consistent treatment & estimate flows.

CarePlan+ Flow Building Guide

Prebuilt Flow Templates (4 Examples)

This is the exact form you will complete clinics when building new flows.

Flow Specification Format

CarePlan & CarePlan+ Overview

Further information regarding payments and settings

Payment & Deeper Info

Payments in ClinicOS is designed to be fast, reliable, and low-friction.

Payments Troubleshooting & FAQ

How to enable payments, manage options, and configure financial operations in ClinicOS.

Payments Setup (Admin)

PAX Android terminals are the recommended hardware devices for taking in-person payments in ClinicOS.

PAX Android Terminals — Setup, Use, and Offline Processing in ClinicOS

Payments is the financial overlay inside ClinicOS.

Payments — Fast, Reliable, In-Workflow Checkout Inside ClinicOS

Tags in PawthosX One can do more than organize records. They can also trigger automated reminders or tasks, allowing your team to build workflows around specific patients, clients, appointments, invoices, visits, or inventory items.

Adding Automatic Discounting Tags

PawthosX One for 1099 / Locum vets

Getting Started with PawthosX One™

Scheduling & Shifts in PawthosX One™

How to use invoicing and payments in PawthosX One™

Invoicing & Payments in PawthosX One™

Time & Attendance in PawthosX One™

How does PawthosX One™ use messaging, notifications & sync?

Messaging, Notifications & Sync

Settings & Profile Management

Troubleshooting & FAQs

Policies & Support

How ScreenPresence, Scout, Matter and RoomKey work in action.

Environmental Devices & Control

What Environmental Devices Does PawthosX One Support?

Environmental Devices & Control in PawthosX One

RoomKey™: Setup & Use

ScreenPresence™: Setup & Use

What is Scout? (Releasing 2026) & What is Scout Mini? (Available Now)

Scout & Scout Mini: Setup & Use

Enviro+: Setup & Use

Matter is a smart-device language that connects IoT devices from Google, Amazon, and Apple

Matter Protocol Support in PawthosX One

This section will answer questions regarding OpenAPI and the App Store

OpenAPI & App Store

PawthosX One is built as an open ecosystem, not a closed box.

PawthosX App Store, OpenAPI & Custom Integrations

The PawthosX App Store is how ClinicOS connects to the outside world — safely, predictably, and on your terms.

PawthosX App Store

ClinicOS is built on an open foundation — not a “locked pod” like legacy systems.

OpenAPI & Custom Integrations

Custom AI Agents represent the next evolution of Artificial Presence — giving clinics the ability to build, train, and orchestrate their own intelligent workflows inside ClinicOS.

Custom AI Agents?

FAQs

PawthosX is the operating ecosystem for modern veterinary medicine — a unified platform built with (and for) veterinary teams.

What is PawthosX?

Reporting Bugs & Sharing Feedback

FAQ & Troubleshooting

Use this checklist to make sure your clinic is fully configured, tested, and ready to run on ClinicOS from day one.

Your ClinicOS Go-Live Checklist

RosettaX™ is the data-migration engine that brings your clinic’s history into ClinicOS safely, cleanly, and with minimal disruption.

RosettaX™: Data Migration Made Simple

Welcome to the ClinicOS roadmap — a transparent look at what’s live, what’s coming, and where we’re headed.

ClinicOS Product Roadmap

Security & Trust at PawthosX

Your guide to integrations, how they work, and information from the integration partners.

Integrations & How-to's in One

BELFI65 is an AI-powered veterinary clinical decision-support system available directly within PawthosX One.

It is designed to help veterinarians evaluate complex cases by bringing together the clinical information already available for the patient and returning a structured analysis for clinician review.

What is BELFI65?

Orville is PawthosX’s ambient, voice-first clinical assistant built to help veterinary teams spend less time interacting with screens and more time focused on patients.