Workflow packet Wellness reminders queue ezyVet + Cornerstone, then AVImark feed the packet before anyone starts chasing. Care team

The manual reality today

  1. 01

    The wellness reminders handoff starts cold

    vaccination records, appointment history, species-specific rules, and client preferences each hold part of the answer, so the team burns time piecing together what happened before they can respond.

  2. 02

    Small wellness reminders delays become customer-facing

    When a vaccine, wellness exam, or preventive reminder is due, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.

  3. 03

    Wellness reminders decisions are hard to retrace

    Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.

How Imagine handles it

  1. 01

    Collect live wellness reminders context

    Imagine watches vaccination records, appointment history, species-specific rules, and client preferences for new activity, stale items, and changes that affect the work.

  2. 02

    Group the facts for wellness reminders

    Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.

  3. 03

    Prepare the wellness reminders response

    Imagine drafts a reminder list, message draft, and rebooking recommendation using your rules, tone, and thresholds, then flags anything that needs judgment.

  4. 04

    Close the loop on wellness reminders

    After review, approved actions are recorded in the patient record and reminder queue with the context, approver, and timestamp preserved.

Works with the tools you already run

  • ezyVet
  • Cornerstone
  • AVImark
  • PetDesk
  • Covetrus Pulse
  • Weave

What changes

The wellness reminders queue starts warm

Prep work and status checks run continuously, so the team sees the few items that actually need a decision.

Wellness reminders follow-up feels consistent

Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.

Managers can trust the wellness reminders trail

Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.

Frequently asked questions

How does Imagine handle wellness reminders?

Imagine watches vaccination records, appointment history, species-specific rules, and client preferences, spots when a vaccine, wellness exam, or preventive reminder is due, and prepares a reminder list, message draft, and rebooking recommendation for review. Approved actions sync back to the patient record and reminder queue with the supporting context attached.

When does wellness reminders need a person?

You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the patient record and reminder queue is updated.

Can this use our current wellness reminders systems?

This workflow can connect to systems such as ezyVet, Cornerstone, AVImark, PetDesk, Covetrus Pulse, Weave. Imagine works on top of those tools instead of replacing the system of record.

How does the wellness reminders queue change the day?

The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so preventive care stays on schedule without manual list work.

Hand the busywork to a system you can trust.

See how Imagine handles your messiest back-office loops, end to end, with a full audit trail and your team in control.

Get Early Access No access to your systems required to start the conversation.