🏥 Clinic-Wide General Rules
Set default intake prompts that apply across all visit types, ensuring consistent, reliable information from every pet parent.
🎯 Visit Type-Specific Rules
Tailor the intake experience by appointment type — from routine checkups to surgical consults. Ask the right questions, every time.
👀 Preview Before You Save
Use the Preview Intake feature to test and refine rules before they go live. No surprises — just smart, streamlined automation.
Why settle for generic forms? Configure intelligent, flexible intake rules that reflect how your clinic actually works — and adjust them anytime as your needs evolve.
🔧 Access this under Administration → Tails Agent Settings and start building your ideal intake flows today.
Streamline your team’s workflow. Improve visit preparedness. Deliver exceptional patient care with less admin hassle.