Help & Reference
Every screen at a glance
A master lookup table of every major screen in Wattle Clinic, how to reach it, and where to learn more.
ForEveryone
A quick lookup table of every major screen in Wattle Clinic and how to get to it — grouped by area, with a link to the part of the guide that explains it in full.
How to read this: find the area you want in a heading below, scan the Screen column, then follow the How to get there column. The last column links to the chapter that walks you through that screen properly.
A note on what you'll see. Some screens only appear if a feature is switched on for your clinic, or if your account has permission. If a screen below isn't on your menu, that's why — it's optional, not broken. See Your team & permissions.
Quick version — this whole page is the cheat sheet. Use your browser's find (⌘F / Ctrl+F) to jump to a screen by name.
Getting in & moving around
The shell that wraps every page — the bits that are always there.
| Screen | How to get there | Learn more |
|---|---|---|
| Login | Go to /login, or it appears automatically when you're signed out | Signing in |
| Onboarding wizard | Appears automatically the first time you sign in with a new account | Setting up a new clinic |
| Getting started checklist | Pops up after onboarding; or user menu > "Getting started"; or the rocket button (bottom-right) | Your first 10 minutes |
| Site header (top bar) | Always at the top of every page | The lay of the land |
| Sidebar (the left menu) | Always on the left; toggle it with the panel icon in the header | The lay of the land |
| User menu | Click your avatar in the top-right corner | Signing in |
| Search & command palette | Press ⌘K (Mac) or Ctrl+K (Windows), or click the search button in the header | Keyboard shortcuts |
| Breadcrumb trail | In the header, between the back/forward buttons and the search bar | The lay of the land |
Dashboard
Your home base when you sign in.
| Screen | How to get there | Learn more |
|---|---|---|
| Dashboard home | Sign in, or click "Dashboard" in the sidebar | The dashboard |
| Appointment details (from dashboard) | Dashboard > click an appointment row in "Today's appointments" | The dashboard |
| Triage queue card | Dashboard > appears if triage is switched on | Arrivals & check-in |
| Hospitalised card | Dashboard > appears if Hospital is switched on | Hospital |
The schedule (appointments)
Booking, the calendar, and everything around an appointment.
| Screen | How to get there | Learn more |
|---|---|---|
| Calendar — Day view | Sidebar > Schedule (this is the default view) | The schedule |
| Calendar — Week view | Schedule > Week tab | The schedule |
| Calendar — Agenda view | Schedule > Agenda tab (only if switched on for your clinic) | The schedule |
| Appointment detail dialog | Click an appointment tile, or right-click > View Details, or the header "New" button | The schedule |
| Calendar settings | Schedule > gear (Settings) icon, top-right of the calendar | The schedule |
| Column management | Schedule > Day view > "Columns" button (Day view only; Week and Agenda show a provider filter instead) | The schedule |
| Appointment types | Sidebar > Settings > Appointment Types | Settings tour |
| Create patient (from booking) | Appointment dialog > Patient card > "+" button | Patients |
| Create client (from booking) | Create patient > "Need a new client?" | Clients |
Arrivals & triage
The queue of patients who've arrived or need to be seen.
| Screen | How to get there | Learn more |
|---|---|---|
| Triage board | Sidebar > Triage, or Dashboard > Triage Queue > View All | Arrivals & check-in |
| New triage dialog | Triage board > "New Triage" button, or Edit on a triage card | Arrivals & check-in |
| Triage dashboard card | Dashboard > appears if triage is switched on | Arrivals & check-in |
The consult (a visit)
Where you record a visit — notes, vitals, charges, prescriptions.
| Screen | How to get there | Learn more |
|---|---|---|
| Consultation detail | Appointment > "Start consult", or Patient > Visit History > "New Visit" | The consult |
| Consultation header | Top of the consultation page (always visible) | The consult |
| Visit history (read-only) | Patient file > Visit History tab | The consult |
| Vitals dialog | Consultation > "Visit Vitals" card > pencil (Edit) icon | The consult |
| Prescriptions card | Consultation > left column > "Prescriptions" card (if switched on) | The consult |
| Add/edit prescription | Prescriptions card > "+" button, or click an existing row | The consult |
| Billing items card | Consultation > right column > "Billing Items" card | Charges vs invoices |
| Add charge / item picker | Billing Items card > "+" button | Charges vs invoices |
| Linked estimates card | Consultation > left column > "Estimates" card | Estimates |
| Change provider | Consultation header > ⋯ menu > "Change provider" | The consult |
| Delete consult | Consultation header > ⋯ menu > "Delete consult" | The consult |
Clients (pet owners)
| Screen | How to get there | Learn more |
|---|---|---|
| Clients list | Sidebar > Clients | Clients |
| Create new client | Clients list > "New Client" button | Clients |
| Client file | Click a client row in the list | Clients |
| Details tab (edit client) | Client file > Details tab | Clients |
| Financials tab | Client file > Financials tab | Invoices |
| Estimates tab | Client file > Estimates tab | Estimates |
| Communications tab | Client file > Communications tab | Emailing clients |
| Merge clients | Clients list > tick exactly 2 clients > "Merge selected" | Clients |
Patients (the animals)
| Screen | How to get there | Learn more |
|---|---|---|
| Patient list | Sidebar > Patients | Patients |
| Patient detail / summary | Click a patient in the list | Patients |
| New patient form | Patients list > "New Patient" button | Patients |
| Details tab (edit patient) | Patient detail > Details tab | Patients |
| Generate history PDF | Patient detail > ⋯ menu > "Generate history PDF" | Printing & PDFs |
| Visit history tab | Patient detail > Visit History tab | The consult |
| Latest vitals tab | Patient detail > Latest Vitals tab (click a vital for history) | Patients |
| Medical alerts card | Patient detail > Summary tab > top of the left sidebar | Patients |
| Reminders card | Patient detail > Summary tab > left sidebar (if switched on) | Reminders & follow-ups |
| Medications tab | Patient detail > Medications tab | The consult |
| Financials tab | Patient detail > Financials tab | Invoices |
| Estimates tab | Patient detail > Estimates tab | Estimates |
| Merge patients | Patient list > tick exactly 2 patients > "Merge selected" | Patients |
Hospital (admitted patients)
Availability. Only appears if Hospital is switched on for your clinic.
| Screen | How to get there | Learn more |
|---|---|---|
| Hospital dashboard card | Dashboard > Hospitalised card | Hospital |
| Whiteboard (Board tab) | Sidebar > Hospital (this is the default view) | Hospital |
| Cage map (Cages tab) | Sidebar > Hospital > Cages tab | Hospital |
| Treatment time grid | Sidebar > Hospital > Treatment sheet tab | Hospital |
Paddocks (horses on the property)
Availability. Only appears if Paddocks is switched on for your clinic.
| Screen | How to get there | Learn more |
|---|---|---|
| Paddocks page (table) | Sidebar > Paddocks | Paddocks |
| Add horse | Paddocks page > "New horse" button | Paddocks |
| Create patient (from paddocks) | Add Horse > "+" next to the Patient field | Patients |
| Create client (from paddocks) | Create patient > create owner option | Clients |
Billing & money
| Screen | How to get there | Learn more |
|---|---|---|
| Invoices list | Sidebar > Billing > Invoices | Invoices |
| New invoice | Billing > Invoices > "New Invoice", or Patient > Financials > New Invoice | Invoices |
| Invoice detail (draft) | Click an invoice in the list | Invoices |
| Invoice detail (finalised) | Click an invoice in the list | Invoices |
| Estimates list | Sidebar > Billing > Estimates | Estimates |
| New estimate | Billing > Estimates > "New Estimate", or Patient/Client header > Create Estimate | Estimates |
| Estimate detail | Click an estimate in the list | Estimates |
| Billing in a consult | Consultation page > Billing Items card | Charges vs invoices |
| Default payer (third-party billing) | Patient detail > Details tab > Billing & insurance > Default payer | Third-party billing |
| Invoice contracted work | Payer's client file > Financials tab > "Invoice contracted work" | Third-party billing |
| Catalogue (products & services) | Sidebar > Catalogue | The catalogue & prices |
| Billing settings | Settings > Billing | Settings tour |
| Patient financials | Patient detail > Financials tab | Invoices |
| Client financials | Client file > Financials tab | Invoices |
Taking a payment isn't a screen of its own — you take payment from an invoice. See Taking payments.
Communications (email)
| Screen | How to get there | Learn more |
|---|---|---|
| Communications inbox | Sidebar > Communications | Emailing clients |
| Compose dialog | Inbox > Compose, or a client/patient/invoice/estimate > Send | Emailing clients |
| Message detail | Click a row in the inbox or a timeline | Emailing clients |
| Client communication timeline | Client file > Communications tab | Emailing clients |
| Patient communication timeline | Patient file > Communications tab | Emailing clients |
Notifications (the bell)
| Screen | How to get there | Learn more |
|---|---|---|
| Notification bell dropdown | Click the bell in the header (red dot = unread) | Notifications |
| Full notifications page | Bell dropdown > "View all →", or go to /notifications | Notifications |
| Notification detail panel | Click a notification row on the notifications page | Notifications |
Schedule 8 register (controlled drugs)
Availability. Only appears if the Schedule 8 register is switched on, and usually only for admins and vets.
| Screen | How to get there | Learn more |
|---|---|---|
| Register (main page) | Sidebar > Schedule 8 | The Schedule 8 register |
| Reports tab | Schedule 8 > Reports tab | The Schedule 8 register |
| Process queue | Schedule 8 > Pending Queue > "Process queue" (vets, when 2+ pending) | The Schedule 8 register |
| Schedule 8 settings | Sidebar > Settings > Schedule 8 | The Schedule 8 register |
Audit log
Admin only. Usually only for admins and vets.
| Screen | How to get there | Learn more |
|---|---|---|
| Audit log | Settings > Audit Log | The audit log |
| Changes detail dialog | Audit log row > ⋯ menu > "View changes" | The audit log |
Importing & exporting data
Admin only. Usually only for admins and vets.
| Screen | How to get there | Learn more |
|---|---|---|
| Data export | Settings > Import & Export > Export tab | Exporting & backing up |
| Data import wizard | Settings > Import & Export > Import tab | Exporting & backing up |
| Upload step (1) | Import tab (first screen) | Exporting & backing up |
| Map columns step (2) | After uploading a CSV, click "Next" | Exporting & backing up |
| Review step (3) | After mapping columns, click "Next" | Exporting & backing up |
| Import step (4) | After review passes, click "Import" | Exporting & backing up |
| Import history | Below the wizard on the Import tab | Exporting & backing up |
Settings
The Settings area has its own left menu. Some tabs only show for admins and vets.
| Screen | How to get there | Learn more |
|---|---|---|
| Account | Settings > Account (the default landing) | Signing in |
| Clinic settings | Settings > Clinic Settings | Settings tour |
| Settings > Email | Settings tour | |
| Branding | Settings > Branding | Settings tour |
| Appointment types | Settings > Appointment Types | Settings tour |
| Visit statuses | Settings > Visit Statuses | Settings tour |
| Team | Settings > Team | Your team & permissions |
| Integrations | Settings > Integrations | Integrations |
| Subscription | Settings > Subscription | Settings tour |
| Security | Settings > Security | Settings tour |
| Appearance | Settings > Account (Appearance section) | Settings tour |
| Import & export | Settings > Import & Export | Exporting & backing up |
| Audit log | Settings > Audit Log | The audit log |
| Schedule 8 register | Settings > Schedule 8 | The Schedule 8 register |
| About | Settings > About | Settings tour |
If a screen isn't where this says it is — your clinic may have it switched off, or your account may not have permission. That's normal. Ask whoever set up your clinic, and see If something looks wrong.
See also: Buttons & symbols cheat sheet · Glossary · How the app talks to you.