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Built · videoOct 15, 2026

Eight steps to get an estimate to my front desk. Now it takes one button.

By Dr. Steve Pelton, DVM ·

This is the kind of thing I'd never have thought was worth fixing. A few times a day a drop-off, a sick pet or a hospital case needs an estimate, and since the owner isn't in the room with me, it has to get up front to Baylee. Save it, print it, save it as a PDF, open PawNotes, attach it, type a note, send. Before the PDF trick I printed it on actual paper, and she'd read it and throw it away.

So I told Claude what the problem was and asked, can we do this from VetNexus? About three minutes later there was a Send to Baylee button. The PDF and my note go to her screen together, and I can dictate the note. I recorded the old way and the new way back to back so you can count the steps.

The old way and the new way, back to back Video · 2:41