Workflow · Documentation → Billing

Re-typing.Documentation flows.Billing follows.

Bittsi is the smart PIMS that turns clinical notes into invoices automatically, and gives every member of your team a Sage-powered chat so the work happens in one place, not five tabs.

Live in 14 daysHIPAA-ready · SOC 2 alignedNo credit card
🐾 Mochi · Domestic Shorthair · 7y · #02841live
SOAP Note
Dr. Reyes · 14:02
Assessment

Acute otitis externa, AD; mild gingivitis grade 1.

Plan

Start Mometamax 4 drops AD bid × 7d. Recommend dental cleaning at recheck. Apply flea preventive dose.

auto · zero clicks
Invoice · #0432
Drafted from chart
Mometamax otic 7.5 ml$48.00
Dental cleaning · est.$295.00
Bravecto 2-mo$32.00
Subtotal$375.00
drafted in 0.4s
14days

From paper sheets to a fully connected workflow.

0clicks

From SOAP note to draft invoice

−7min

Per visit, on average billing time

98%

Charge capture across audited visits

Effortless billing

Diagnosis to invoice
in zero clicks.

Bittsi removes the disconnect between what you wrote in the chart and what shows up on the bill. Every line item is connected back to a clinical decision, and updates in real time as the visit unfolds.

01 / 03

Auto-generated invoices

Finish a SOAP note and the invoice is already drafted. Diagnoses, medications, and procedures map to your fee schedule, review, adjust, send.

No re-typing
02 / 03

Flexible estimates

Build estimates in the same surface as the chart, send for client approval, and convert approved items into the invoice with a single confirm, no wizards.

1-click conversion
03 / 03

Seamless treatment capture

Add a treatment to the chart and it's already on the bill. Techs document care once, billing, inventory, and the audit trail update together, live.

One source of truth
Anatomy of a visit

Five stages, one connected flow.

From the moment a client books to the moment the receipt lands in their inbox, Bittsi is the only surface your team touches.

01

Booking

Online or phone, appointment lands on the schedule with patient context pre-loaded.

Schedule
02

Estimate

Build, share, and approve. Client sees the breakdown before the visit even starts.

Approval
03

Documentation

SOAP, vitals, treatments, meds. Written once, Sage helps when typing is slow.

SOAP
04

Invoice

Drafted automatically from the chart. Reviewed, adjusted, and sent in seconds.

Auto-billed
05

Payment

Built-in Bittsi Payment closes the loop, receipts, refunds, and reconciliation in one place.

Settled
Bittsi Sage AI

Your newest team member,
and they already know the chart.

Forget complex training manuals. If your staff can text, they can use Bittsi. Ask Sage anything in plain English and it works inside the patient's actual record, no tab-hopping, no rummaging.

  • Chat-based commands. "Show me Max's vaccination history." "Refill Bella's atopica." "What's on tomorrow's surgery list?"
  • Instant onboarding. New staff are productive in minutes, not weeks. No seminars, no manuals, no sticky notes on the monitor.
  • Grounded, not guessing. Every answer is sourced from your clinic's data and links back to the SOAP, lab, or Rx it came from.
Meet Sage AI
Sage
In Mochi's chart
Show me Max's vaccination history.

Here's Max Whitaker's vaccine record (Lab Mix · 4y).

DAPP
Lot 7H4 · Dr. Reyes
Jan 12
Bordetella
Intranasal · annual
Jan 12
Rabies (3-yr)
Series last given Mar '23
Due in 14d
Add a rabies booster reminder for Max.
Ask Sage anything
Why clinics choose Bittsi

Same job. Less friction.

The difference between a traditional PIMS and Bittsi isn't a few extra features, it's a flow that respects the way veterinary visits actually unfold.

Invoicing
Manual entry from notes
Automatic, drafted from the SOAP
Staff training
Weeks of seminars and manuals
Minutes, Sage onboards as they chat
Estimates
Re-typing data from the chart
One-click conversion to invoice
Search
Clicking through five tabs
Natural-language chat, instant answers
Treatment capture
Charged at end of shift, often missed
Live as the tech documents care
Cross-screen sync
Refresh, hope, refresh again
Real-time, every device, every shift
Veterinary clinic teamCedar Valley Vet · live since March

We stopped re-typing line items at the end of every visit. The SOAP note is the invoice now, and our charge capture jumped almost overnight.

Dr. Amelia Whitaker, DVM
Medical Director · Cedar Valley Vet
+18%
Captured revenue per visit
−7min
Saved on each appointment
14d
From legacy PIMS to live
Common questions

Questions clinics
often ask.

Don't see yours? A 30-minute demo answers most of these faster than a doc could.

Talk to a vet on our team
+1 512 222 9080 · info@bittsi.com

Each SOAP element, assessments, plans, medications, procedures, is mapped to your fee schedule. As you finish a section, those line items appear on a draft invoice in real time. You stay in charge: review, adjust, or remove anything before sending. Nothing is sent automatically without a clinician's approval.

Most teams are productive on day one. Sage AI works as your in-product trainer, staff ask questions in plain English ("how do I refund a deposit?") and Sage walks them through it. Most clinics skip formal training entirely and onboard new hires in under an hour.

Yes, labs (Idexx, Antech, Heska), imaging, controlled-substance logs, payment terminals, and most reference labs are supported out of the box. We also offer a documented API and have built custom integrations for clinics with specialty workflows.

Sage drafts; clinicians decide. Invoices are built from the structured items you already entered (medications, procedures, lab requests) and matched to your fee schedule, there's no guessing involved. The AI scribe pass for SOAPs is reviewed and signed by the doctor before it leaves the chart.

Yes. Build an estimate in the same surface as the chart, share it for digital approval, and convert approved items to a working invoice in one click. Adjustments mid-visit (added or removed treatments) propagate live.

All data is encrypted in transit and at rest, scoped to your tenant, and never used to train shared models. Bittsi is HIPAA-ready and SOC 2-aligned, with audit logs for every action and role-based access for your team.

Stop re-typing.
Start flowing.

See Bittsi run a live workflow on a real chart in 30 minutes, SOAP to invoice, with Sage in the room.

Veterinarian holding a small dog
Cedar Valley Vet
Switched in 14 days · live since March

No credit card · 30-min walkthrough · live in 14 days

Veterinary Workflow & Automated Billing Software | Bittsi Veterinary Software