Everything your practice needs, in one place.
Lupa covers the full clinical and operational workflow, from the moment a client books to the moment they pay, and everything in between. Here's what's included...
TRUSTED BY MODERN VETERINARY PRACTICES
Before the visit
How Lupa helps you fill the diary, prepare for the day, and keep clients coming back.
Give clients the option to book, without calling the practice.
Allow your clients to book whenever they want through Lupa's online booking system. Prepare for consults with a pre-consult questionnaire or a deposit system.
Automated appointment reminders that go out without anyone lifting a finger.
Set up a sequence of reminders: a confirmation email when the booking is made, a reminder 48 hours before, and a day-before SMS. Lupa handles them automatically for every appointment, every time. No manual sending, no missed reminders, no-show rates drop.
Build your own Pet Health Plans that apply automatically at invoicing.
Build Health Plans to suit your pet demographic. Anything from standard puppy and senior cover to chronic illness packages and an arthritis club. Track uptake and usage all in Lupa's ecosystem. When you enrol pets or clients, and when they come in for covered care, the allowance appears at the invoice and the discount applies automatically.
Targeted email and AI phone call campaigns to bring clients back in.
Offering nurse consults this month? Flagging the risk of grass seeds before spring? Lupa's built-in marketing campaigns let you reach targeted audiences in minutes. Email campaigns track opens, clicks, and bounces. AI phone call campaigns dial clients automatically, introduce your practice, and try to book the appointment for you. Every call leaves a recording, transcript, and summary.
Give pet owners a reason to stay loyal, with their pet's health in their pocket.
Pet owners download the Lupa app and connect to your practice. From their phone they can book appointments, message your team, view their pet's vaccination history and health records, and check their health plan allowances. Every message they send lands in your Communications inbox.
An AI agent phones your clients and tries to book the appointment.
Pick a client (or build an audience of hundreds) and choose which appointment type to book. Lupa's AI front desk agent calls during business hours and introduces itself as a representative from your practice. It talks the client through booking that visit and tries to confirm a slot. Every attempt is logged automatically. You get a recording, a full transcript, and a one-paragraph AI summary of how the call went, whether the client answered, declined, or didn't pick up.
If the client doesn't answer, Lupa retries automatically, up to three attempts in total. For practices running booster campaigns or filling gaps after a cancellation run, AI calls reach the clients who never open your emails.
Consent forms signed before clients arrive, so admit appointments are faster and your team isn't chasing paperwork.
Send consent forms ahead of the visit and clients read, digest, and sign them in their own time on any device. They walk in already informed, so appointments run faster and your vets and nurses get straight to the clinical work instead of explaining and chasing signatures at the door.
It looks professional, with e-signatures, and it ends the paper trail: no printing, no rescanning, no reception time spent uploading signed forms. Everything files itself against the pet and appointment record the moment it's submitted.
Check-in
From the moment a client arrives to the moment the vet walks in.
Your whole team's diary in one view, with appointments, rooms, and rota all on one screen.
Customize your diary to show as little or as much information as you want, and arrange it the way your practice works: by vet, by nurse, by room, or across the whole team at once. Switch between day, week, or a continuous timeline. The Flow Chart view moves appointments through the clinic journey: Arrived, In Consult, Ready to Discharge. You can also block time, manage hospitalised patients, and plot visits on a map for house call practices.
Configure exactly what each appointment slot looks like and who can take it.
Set up appointment types with their own duration, color, category, and online booking visibility. Choose which staff members are qualified to run each one. A vaccination consult, a surgical admission, and an emergency triage can each have different rules, so the right appointment always goes to the right vet.
Every client record is the single source of truth.
Open a client and you see their pets, upcoming appointments, outstanding invoices, communications history, and health plan subscriptions all in one place. Add alternative contacts, mark preferred channels, log GDPR consent, and attach referring clinic details. Pet records hold species, breed, microchip number, vaccination status, weight history, diagnoses, and a full medical timeline.
Nothing falls through the cracks when the day gets busy.
No more post-its. No more chasing vets around the clinic, wasting reception time. Set tasks for yourself and colleagues with a due date, priority, and category: Prescription, Lab Result, Insurance, Finance, or Inventory. View them in a list or grouped by category. Appointment notifications flag new online bookings and status changes that need attention.
The Consultation
Tools for vets and nurses inside the consult room.
Save 60 minutes a day with Lupa's AI note taker.
Record the consultation and Lupa writes the notes. Lupa Notes listens and transcribes in real time, then generates structured clinical notes from whichever template you've chosen, whether SOAP, Surgical Note, Vaccination, Dermatology follow-up, or one you've built. The notes land on the appointment record automatically.
Everything you need in one place.
Open an appointment and everything is in one place. AI scribe, diagnostics, attachments, pre-appointment questionnaires, invoicing, and the full medical history with a search bar. Add clinical notes using templates or free text, record weight, attach diagnoses, and build a complete medical record as you go. When you prescribe medication, Lupa checks the dosage, generates the dispensing label, and links the prescription to the pet's record and the invoice, with an easy repeat-prescription and estimate workflow built in. For hospitalised patients, the Action Planner lets the team schedule treatments, record vitals on a time grid, and hand over between shifts.
Order and read your lab and diagnostic tests straight from Lupa.
Lupa's integrations with IDEXX, Zoetis and Laboklin let you order internal and external lab tests directly from the appointment, all in one platform. Pick a provider, select the tests, and submit without leaving Lupa. Results flow back into the pet's record automatically when they're ready, so you view the full medical record and lab results in one unified place, with no manual checking and no separate portal log-in. For in-house imaging, create a DICOM order and it appears on the machine's worklist. Once the study is acquired, it opens in Lupa's built-in viewer. Share X-rays or ultrasounds with clients or referring vets via a secure, time-limited link.
Ask Jerry anything about the patient. Get the answer in seconds.
Jerry is the AI assistant built into every page of Lupa. Ask it "What has Bella been vaccinated against in the last two years?" or "Summarise Felix's last three consultations" and it pulls the answer from the live record instantly. Open Jerry on any pet or appointment page and the AI Pet Summary tab generates a one-page health overview. It covers medical history, active medications, vaccination status, parasite control, and recent lab results, without scrolling through five tabs.
Jerry never acts. It answers questions and surfaces information. Edits, bookings, and prescriptions still happen in Lupa by the clinician.
Lupa on iOS and Android: the full practice management system in your pocket, wherever the work takes you.
Download the Lupa app on iPhone, iPad, or Android and every part of the platform travels with you. For mobile vets and house call practices, this is the whole system on the road. Plot the day's visits on the map diary, open the patient record before you walk through the door, run the consultation, write the prescription, and complete the invoice, all from the device in your hand. No laptop needed.
For clinic-based teams, nurses can update inpatient observations at the kennel, vets can check a history between consult rooms, and receptionists can manage the calendar or take a payment without returning to a desk. The calendar, client records, consultation workflow, communications inbox, and invoicing all work on touch. It's the same Lupa, adapted for the screen you're on.
Checkout
From the end of the consultation to the client leaving.
Build the invoice during the consult, take payment at the desk.
Every service, product, and medication added during the consultation can flow straight onto the invoice. Add items from the practice's library, apply bundles, honour health plan allowances, and split payments across methods. Complete the invoice and stock levels update automatically.
Take card payments and run health plans without a separate payments account.
Lupa Pay is Lupa's built-in payment processor. Take card payments in person on countertop or handheld terminals, or send payment links clients pay from their phone by email, SMS, or WhatsApp. Health plan direct debits run inside Lupa too. Every transaction settles against the right invoice automatically, with payouts in 2 working days.
Submit insurance claims to Vetsure and VetEnvoy without leaving Lupa.
Start a claim from any completed invoice. A five-step wizard (Policy Details, Pet Details, Condition, Clinician, Attachments) auto-fills from the client record, pet record, and invoice, so most of the form is already done. Submit electronically to Vetsure or VetEnvoy, and Lupa tracks the claim status automatically. For high-value procedures, submit a pre-authorization before treatment begins to confirm coverage upfront.
See who owes what, chase debts, and reconcile, all from one screen.
The Billing dashboard shows every unpaid invoice across the practice, color-coded by age. Filter by client, amount, or how overdue the debt is. Then send a statement, record a payment, or write off the balance, individually or in bulk. For multi-site groups, the company-level view rolls up aged debt across every clinic.
Who owes what, all in the billing dashboard.
Every completed invoice with an outstanding balance sits in the Billing dashboard, color-coded by age. Sort by how overdue a debt is, filter by amount, or search for a client. The table shows how many reminders have been sent and when the last one went, so you're never chasing someone who was contacted yesterday.
Send a payment link or a reminder email from any invoice row in one click. Select multiple overdue invoices and send bulk reminders in one action. Each reminder tracks against the client record, so the team always knows what's been attempted. Aged debt is also visible at company level, giving multi-site managers the full picture across every clinic.
Lupa reads the consultation and surfaces what should be on the invoice, so nothing gets missed at checkout.
After a consultation, Lupa's AI reviews the clinical notes and treatment record and suggests the relevant services and products to add to the invoice. Vaccinations given, medications dispensed, diagnostic tests ordered, procedures performed: if it happened in the consult, the AI flags it. The billing step no longer relies on the vet or nurse manually translating notes into line items.
This is especially useful at the end of a busy clinic. The vet finishes the notes and moves to the next patient. Reception has a complete suggested invoice ready by the time the client reaches the desk, rather than chasing the vet to confirm what was done.
Running the practice
The operational layer that keeps everything else working.
Know exactly what's in stock, where it is, and when to reorder.
Your full product catalog lives in Lupa. Stock levels update automatically when invoices are completed. Set reorder thresholds and Lupa flags when stock is running low. Run stock takes, transfer stock between locations, and raise purchase orders directly to your wholesalers. NVS, Covetrus and MWI are all integrated, so receive deliveries in Lupa and stock updates instantly.
Every staff member's profile, qualifications, and access in one place.
Add staff profiles with their name, RCVS registration number, job role, and which appointment types they're qualified to run. Assign them to one or more locations. The permissions grid controls exactly what each role can see and do, from who can void a credit note to who can access analytics. Archive leavers and their records stay intact.
Build the weekly rota once, and let it drive the diary.
Create shift schedules for vets, nurses, receptionists, and rooms. Set recurring patterns, mark holiday, and block admin time. The rota overlays onto the appointment calendar so reception can see at a glance who's available before booking. For multi-site groups, staff can be scheduled across locations from a single view.
All client and team communication in one inbox.
Client chat, internal team messaging, email, SMS, and WhatsApp, all within Lupa. Reply to a client via WhatsApp, email, or in-app message, and the full thread stays on their record. Internal team channels keep clinical discussions off personal phones. Email, SMS and WhatsApp templates save time on common responses.
Live revenue and performance data, not a report you have to wait for.
The analytics dashboard shows revenue trends, appointment volumes, top services, top clinicians, and booking patterns for any date range up to 24 months. Build custom data tables from any data source, including invoices, payments, clients, pets, products, and inventory, then export to CSV. Pre-built reports cover financial performance, aged debt, stock movement, and client activity.
Set up your practice once, then get on with the work.
Configure practice details, opening hours, locations, and appointment types. Set VAT rates, payment methods, and bank details. Build automation rules that fire when specific products or services are billed. Set vaccination reminders, update neutered status, or trigger follow-up tasks. Manage privacy policies and consent forms, and set up API access for custom integrations.
Lupa connects to the tools your practice already uses.
Built-in integrations with the leading suppliers and services in veterinary practice, so data flows between systems without manual entry.
Your data is safe with Lupa.
Clinical records, client details, payment data, and imaging studies are some of the most sensitive information a business holds. Lupa is built to protect all of it, with the same security standards used in financial services, independently verified every year.
SOC 2 Type II certified. Lupa holds SOC 2 Type II certification, audited annually by an independent assessor. The audit covers access control, data protection, infrastructure security, incident response, and risk management. The full report is available on request via our Trust Center.
GDPR compliant. Lupa is built for UK and European data protection law. Data residency, retention policies, consent management, and the right to erasure are all built into the platform, not bolted on.
Encryption as standard. All data is encrypted in transit (TLS 1.2) and at rest (AES-256). Data on end-user devices is encrypted, and every database connection requires unique authentication.
Talk to our team.
We'll show you exactly how Lupa handles your specific workflows.