Client communication

Speak to clients from the chart.

Two-way SMS, email, and reminder automation built into Bittsi PIMS. Confirmations, recalls, post-visit summaries, and post-op check-ins, sent from the room, threaded under the patient.

  • 94%Confirm-by-text response rate
  • −38%No-show rate vs. phone-only
  • 1 threadPer patient, across the team
  • TCPACompliant by default
Sarah · Bella
Riverside Vet · texts
Today · 9:02 AM

Hi Sarah! Bella's annual exam is tomorrow at 10:30 with Dr. Reyes. Reply YES to confirm, R to reschedule.

Sent from Bella's chart · Riverside
YES! See you then 🐾
9:14 AM
Today · 11:08 AM · post-op check-in

Hi Sarah, hoping Bella is comfortable after her dental yesterday. How is she doing?

GreatSo-soCall me
Auto · 24h post-discharge
She ate breakfast and is napping in the sun. Eating soft food no problem.
11:22 AM
Reply from Bella's chart…
Chart context
Bella Hayes · Goldendoodle
3 yr · 24.6 kg · last visit 04/14
  • Vaccines due, 2
  • Open Rx, Carprofen
Reply triggers
Mark confirmed → schedule
STOP → opt-out across clinics
  • Photo → attach to chart
  • Question → route to vet
Every channel · one thread

Reach clients where they actually read.

The texting workaround tax

Most clinics text clients from somebody's iPhone.

Or three: a personal cell, a clinic Google Voice, a third-party reminder tool nobody logs into. The conversation is everywhere except in the chart.

How it works

Communication that belongs to the chart.

Every reminder, every reply, every photo, pinned to the right patient, visible to the whole team, and audited end-to-end.

01 / Threaded inbox

One thread per patient. The whole team can see it.

Morning team sees the same thread the closing tech started yesterday. Reply from the chart, sign off with your initials, move on.

  • Linked to the patient + client + episode
  • Internal notes alongside outbound messages
  • Assignable to a vet, tech, or front desk
  • SLA timer on unanswered client questions
Inbox · 4 unread · today
Sarah Hayes · Bella · Goldendoodle
Quick question, should she be eating yet?
9:02 AMNew
Marcus Patel · Milo · DSH
YES, confirming Tuesday 10:30 with Dr. Reyes
8:48 AMConfirmed
Priya Lee · Luna · Beagle
She's wagging again, thank you so much
8:31 AMPost-op 24h
Jordan Garcia · Coco · Holland Lop
Sent a photo of her gums, does this look ok?
8:12 AMPhoto
Nadia Patel · Rocco · Lab ×
Refill request: Apoquel, last picked up 3/14
7:55 AMRefill
02 / Reminders & recalls

Vaccines, refills, rechecks, on the right cadence, on the right channel.

Per-service rules. Bittsi watches the dates and fires SMS, then email, then a call task if nothing lands, with quiet hours and timezone respected.

  • Vaccine, Rx refill, recheck, dental, recall
  • Multi-step cadence: 30d / 7d / 1d / day-of
  • Auto-suppress when already booked
  • Quiet hours + per-clinic timezone
Reminder rule · Rabies due · canine
  1. 30 days before due
    Hi Sarah, Bella's rabies is due 06/12. Book online: bittsi.app/r/abc
    SMS
  2. 7 days before · if no response
    Branded email with quick-book button + price
    Email
  3. 1 day before due · if still nothing
    Final SMS & task on front-desk dashboard
    SMS · Task
  4. After due · 14 days
    Lapsed-care recall queue, single weekly digest call
    Recall
03 / Post-visit summary

The handoff to the kitchen counter.

Every visit ends with a clean branded summary, diagnosis, treatment plan, meds, what to watch for, when to come back. Pulled from the chart, edited in seconds, sent over SMS or email.

  • Auto-drafted from today's encounter
  • Med dosing in plain English
  • Embedded "concerns" check-in box
  • Saved as PDF to the chart automatically
Sending to Sarah Hayes · SMS preview
Bella's visit summary
04/28/26 · Riverside Vet

Bella was a star today. We confirmed mild ear infection (otitis externa) and her dental is in good shape.

Take-home meds
  • Mometamax ear drops
    5 drops · BID · 7d
  • Carprofen 25mg
    ½ tab · BID · 5d
When to come back

Recheck in 14 days · text us photos sooner if her ears worsen.

Concerns?

Just reply to this thread, Dr. Reyes will see it.

04 / Post-op check-ins

The 24h, 72h, 14d check-ins that always get done.

Surgery, dental, and flagged cases get a warm on-brand text at the right moment with quick-reply buttons. Anything that isn't "great" routes to the team.

  • Auto-cadence by procedure type
  • Quick-reply buttons (Great / So-so / Call me)
  • Negative replies escalate to a vet task
  • Outcomes logged to the chart
Coco · TPLO · post-op cadence
  1. +24 hr
    How is Coco doing tonight?

    Limp normal? Eating? Resting?

    GreatSo-soCall me
  2. +72 hr
    Day 3 check.

    How is the incision? Reply with a photo if you'd like us to look. Pain meds going down ok?

  3. +14 d
    Two-week post-op.

    Time to book the suture-check / recheck. Tap to schedule.

    BookQuestion
Powered by Sage AI

AI that knows the patient. Not just the question.

This is where Bittsi leaves every competitor behind. Sage has access to the patient's full medical history, SOAP notes, lab results, and medications, so every reply is grounded in the chart, not a guess.

Example

Client texts:
"Is Bella's bloodwork back yet?"
Sage suggests:
"Hi Sarah! Yes, Bella's bloodwork results are in and everything looks great, kidney and liver values are all within normal range. Dr. Johnson would love to go over the details with you. Would you like to schedule a quick call?"

Ask Sage, AI-suggested replies

Sage reads the chart so your staff doesn't have to.

How it works
  1. Client sends a message
  2. Staff clicks "Ask Sage"
  3. Sage reads the conversation and the patient chart
  4. Staff picks a reply, optionally edits, and sends

No other veterinary PIMS generates post-visit follow-up SMS from clinical notes. This is an industry first.

AI post-visit follow-ups

83% of millennial pet owners expect a follow-up within 48 hours. With Bittsi + Sage, every visit gets a personalized follow-up, automatically.

What the doctor wrote
AssessmentBilateral otitis externa with secondary yeast infection.
PlanOtomax 1mL each ear BID x 14 days. Recheck in 2 weeks.
Auto-drafted from today's encounter

What the client receives

Hi Maria! Thanks for bringing Coco in today. Dr. Patel found an ear infection in both ears, a very common and treatable condition. We've prescribed Otomax ear drops: apply 1mL in each ear twice daily for 14 days. Watch for excessive head shaking or unusual odor. Coco's recheck is in 2 weeks. Text us if you have any questions!
The Bittsi advantage

Most veterinary communication tools are bolt-ons. Bittsi's is built in.

Real differentiation, not a feature checklist. Here's what no other veterinary PIMS does today.

CapabilityBittsiOthers
AI replies with full patient medical contextYesNo one
AI post-visit follow-up SMS from SOAP notesYesNo one
Native PIMS integration (not a bolt-on)YesYes
Real-time conversations across the teamYesSome
MMS photo messaging (both directions)YesLimited
Campaigns

When you need to reach everyone at once.

Closures, recalls, vaccine clinics, holiday hours, severe-weather notices. Filtered by species, clinic, or lapsed-care status. Sent only on the channels each client opted into.

  • Audience filters: species, due-status, clinic
  • Per-channel preview before send
  • Throttled delivery for big lists
  • Live engagement: opens, clicks, replies

Campaigns

3 active
Spring vaccine clinic · Saturday
Sent Apr 22 · 09:00

Bring Bella for her spring vaccines this Sat 4/30, $20 off DA2PP+L. Walk-ins welcome 9 to noon.

1,284 sent
96.2% delivered
14.1% tapped
68 booked
Royal Canin urinary recall
Sent Apr 18 · 14:30

Targeted to clients with active SO Rx in last 60 days. Refund + replacement food info.

142 sent
100% delivered
61.3% replied
128 acknowledged
Memorial Day hours
Scheduled Apr 30 · 08:00

We'll be open 8 to noon on 5/26 for emergencies only. Routine appointments, please book before or after.

Compliance & trust

Texting that holds up.

Real consent, real opt-out, real audit trail. Built to TCPA & CASL out of the box, so you can text without thinking about it.

  • Consent on file

    Captured at intake, visible on the client record, with date and channel logged.

  • One-tap opt-out

    STOP from any clinic in the practice opts the client out everywhere. Confirmed and timestamped.

  • Quiet hours enforced

    Per-clinic windows respected. Urgent comms can override only with explicit role permission.

  • Full audit trail

    Every send, delivery, click, reply, and opt-out, exportable for any audit or board complaint.

FAQ

What clinics typically ask us.

Short, honest answers. If something's missing, our team will pick up the phone.

Yes. Clients reply to your reminder, confirmation, or check-in and the message threads directly under the patient chart. Anyone on the team can pick it up; nothing lands in a personal phone.

Bring us your last reminder list

A 30-minute demo on your patients.

We'll show client communication on a live chart, run your typical reminder cadence, and put numbers behind the no-show reduction your clinic can expect.