It merges every client-facing and internal message into a single, organized workspace — eliminating inbox chaos, reducing missed messages, and keeping every conversation tied to the correct patient and visit.

MsgBoard is designed to replace:

• scattered email inboxes

• external texting apps

• messy note chains

• staff-to-staff handoffs that vanish

• siloed communication channels

Everything lives in one unified stream, visible across the team, and fully synced with the patient record.

What MsgBoard Does

1. Unified Client Communication

MsgBoard consolidates all incoming and outgoing:

• client text messages

• client emails

• MyPet App messages

• follow-up questions

• automated reminders and confirmations

• form responses

• appointment status updates

• medication refill notices

Every message is automatically linked to:

• the correct client

• the correct patient

• the correct visit (when applicable)

No cross-checking inboxes. No jumping between systems.

2. Internal Team Messaging

Teams can use MsgBoard as an internal stream for:

• case discussions

• quick updates

• clarifications

• photo or file sharing

Internal messages stay separate from client-facing messages but live in the same interface for visibility.

3. Attachment & Media Support

MsgBoard supports:

• photos

• videos

• PDFs

• lab results

• forms

• signed documents

• discharge summaries

Attachments automatically store in the patient record for continuity.

How MsgBoard Works

1. Incoming Messages

When a client reaches out via:

• SMS

• email

• MyPet App

• online booking follow-up

• medication refill request

…it appears instantly in MsgBoard.

ClinicOS automatically:

• identifies the client

• matches the patient

• surfaces relevant chart info

• categorizes the message type (billing, medical, scheduling, refill, etc.)

Staff choose how to respond without leaving the page.

2. Outgoing Messages

Staff can send:

• SMS replies

• email replies

• secure MyPet messages

• attachments

• intake/consent forms

• payment links (if enabled)

• educational PDFs / post-op instructions

• photo/video updates

MsgBoard automatically logs outgoing messages to the patient record.

3. Conversation Threads

Each client has a single continuous thread, regardless of:

• channel

• device

• time of day

• team member responding

This eliminates fragmented conversations and lost history.

Threads include:

• timestamps

• user tags

• message type

• attachments

• automated events (e.g., “Refill request submitted,” “Form completed,” “Payment received”)

4. Workflow Integration

Messages route into Workflow when they require action:

• Refill requests → Medication Approvals

• Appointment changes → Scheduling Queue

• New client forms → Intake Workflow

• Post-op concerns → Clinical Review

• HomeDelivery requests → Delivery Queue

• Billing questions → Payments

• RDVM messages → ReferralHub

No message dies in a void.

Key Features

Unified View

All communication channels in one place.

Filtering

Search by:

• patient

• client

• staff member

• message type

• unread

• channel

• date range

• attachments

Smart Alerts

MsgBoard highlights:

• urgent messages

• overdue replies

• unread threads

• triage-sensitive content

• client messages containing “emergency keywords”

Form Sending

Send intake, consent, new client, or surgical forms from MsgBoard with one click.

Role-Based Visibility

Admins can control:

• who can see messages

• who can send messages

• who can handle specific categories (billing, medical, etc.)

Example in Action

A client texts:
“Fluffy is still limping after yesterday’s visit — what should we do?”

Here’s what happens:

1. MsgBoard captures the text.

2. ClinicOS links it to Fluffy’s record and yesterday’s visit.

3. The message is flagged as clinical.

4. A tech replies asking for a short video.

5. Video arrives → tech attaches it to the chart.

6. DVM reviews it from MsgBoard → responds with next steps.

7. A follow-up task is automatically created in MyTasks.

8. All communication is saved in CaseFolder.

No switching tools. No message lost. No fragmented records.

Integrations

CaseFolder

Every MsgBoard interaction appears in the patient’s full journey.

Workflow

Messages requiring action create tasks automatically.

Online Booking

Confirmation and reminder messages appear inside MsgBoard.

Forms

Send and receive forms directly from the thread.

MyPet App

App messages merge with email/SMS into one unified stream.

Payments

Payment links, receipts, and confirmations appear in the thread automatically.

HomeDelivery

Delivery requests and updates are visible in the conversation.

Why MsgBoard Matters

For Clinics

• Less phone time

• Fewer missed messages

• Centralized documentation

• Faster response times

• More organized workflows

For Clients

• Predictable communication

• Direct access to the care team

• Faster answers

• Everything in one place

For Teams

• No more digging through inboxes

• Clear accountability and visibility

• Seamless handoffs

• Threaded documentation

MsgBoard turns communication from a stress point into an operational asset.

Important Notes

⚠️ Clinical decisions should not be made solely from a message thread.

Photos, videos, and client descriptions are helpful but never replace an exam.

⚠️ AI classification (if enabled) is advisory only.

Staff must review all client communications manually.

⚠️ All client-facing medical advice must follow your clinic’s medical director guidelines.

⚠️ MsgBoard cannot bypass legal documentation requirements.

Prescriptions, controlled substance approvals, and medical records must follow established workflows.