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PetDesk + ClienTrax: simplified client engagement and record management

PetDesk integrates with ClienTrax, taking the busywork out of data entry so your team can focus on providing great client communication and a smoother, more efficient clinic.

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fewer calls thanks to texting and reminders¹ 

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hours saved monthly through automation and workflows²

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increase in client retention for clinics who choose PetDesk³

The best client engagement and record management platform

PetDesk Communications

Manage all client conversations and put reminders on autopilot—whether you have one or multiple clinics.

PetDesk Phones

Get instant client and patient context for every call when you use PetDesk Phones and ClienTrax.

PetDesk Scribe

Spend less time on documentation with AI software that turns your conversations into organized SOAP notes.

Please Note: Currently, you must be a PetDesk Communications customer in order to also have PetDesk Phones.

PetDesk Communications

Manage all client conversations and put reminders on autopilot—whether you have one or multiple clinics.

PetDesk Phones

Get instant client and patient context for every call when you use PetDesk Phones and ClienTrax.

PetDesk Scribe

Spend less time on documentation with AI software that turns your conversations into organized SOAP notes.

Please Note: Currently, you must be a PetDesk Communications customer in order to also have PetDesk Phones.

Why use PetDesk with ClienTrax?

Connecting with pet parents is easier thanks to PetDesk’s seamless integration with ClienTrax. Quickly access patient histories to save time, personalize client conversations, and foster deeper client relationships—all while driving more appointments.

Mockup of text conversation between a hospital and client

View and manage all client interactions in one place

PetDesk unifies appointment requests, two-way messaging, phone calls, and more into a single dashboard, without the hassle of clicking between multiple screens.

Drive loyalty by communicating with pet parents their way

PetDesk helps you meet and keep up with the evolving digital communication expectations of pet parents by enabling convenient client engagement through text, email, push notifications, and faster phone calls—helping to increase loyalty and retention.

Reduce workloads with the #1 veterinary mobile app

PetDesk’s intuitive, user-friendly mobile app helps over 7 million pet parents manage their pets’ health through appointment requests, automatic reminders, pet insurance, and more. All this while saving your staff over an hour of phone time a day.

Save time with high-quality, AI-generated SOAP notes

Take back even more valuable time throughout the day by automatically transcribing appointment conversations into accurate, high-quality SOAP notes and patient summaries. This promotes trust and transparency for your practice.

PetDesk Communications

Get time back by automating client communications and delivering pet parents the digital convenience they expect.

Integrated Data, Simplified Perks

Keep ClienTrax as your clinic’s control center and use PetDesk Communications for all client interactions.

Free Your Front Desk & Reclaim Time

Your staff is overwhelmed with repetitive tasks like manually confirming appointments and sending reminders. PetDesk automatically sends these alerts so your team can focus on patient care and high-value interactions. (Practices often save 70+ hours/month!)

Happier Staff, Happier Clients

Provide staff one place for all client interactions and give pet parents the convenient, self-serve options they demand. The top-rated PetDesk mobile app offers easy appointment management, two-way texting, and access to health records.

Grow Your Practice Without Growing Your Workload

Reduce no-shows with automated reminders, simplify payment collection, easily identify overdue compliance for proactive outreach, and strengthen client loyalty—all working seamlessly with your core ClienTrax workflows.

PetDesk Communications

Get time back by automating client communications and delivering pet parents the digital convenience they expect.

Integrated Data, Simplified Perks

Free Your Front Desk & Reclaim Time

Happier Staff, Happier Clients

Grow Your Practice Without Growing Your Workload

PetDesk Phones

Speed up calls with our veterinary-specific phone system that syncs with your PIMS.

PIMS-VoIP Phone System

Use the VoIP phone system built for vets alongside ClienTrax for easy access to client and patient details, helping your team answer the phone with a personal greeting instead of a general “Hello?”

Voice

Don’t settle for slow, rigid phone systems. Reward yourself with a fast and customizable phone communication package to elevate your quality of service and keep you focused on providing outstanding care.

PetDesk Phones

Speed up calls with our veterinary-specific phone system that syncs with your PIMS.

PIMS-VoIP Phone System

Voice

PetDesk Scribe

AI-transcribed medical notes built for veterinarians.

Save Hours on Manual Note Taking

PetDesk Scribe records your conversations from appointments and automatically transcribes them into fully-formatted SOAP notes. Just review and go!

Built for Veterinarians

Our AI engine is tuned for the language and situations common in veterinary use cases, so you can spend more time with patients and less time editing your notes.

Build Trust & Loyalty

Concise, client-friendly summaries that can just be copied, pasted, and quickly sent after visits enhance communication and understanding with pet parents.

PetDesk Scribe

AI-transcribed medical notes built for veterinarians.

Save Hours on Manual Note Taking

Built for Veterinarians

Build Trust & Loyalty

Frequently asked questions about PetDesk + ClienTrax

Why should I use PetDesk when I already have these features available from my PIMS?

PIMS were built for medical records, billing, and payment processing—not client connection. These systems were designed for internal workflows, not external engagement. Most do not have a proven veterinary client loyalty program or integrated phone system, and do not offer a way to help pet parents discover your clinic. If you only use your PIMS, or the built-in client communications tool, you are locked into the limited features and pricing of one vendor that will likely prioritize other improvements. Clinics that choose PetDesk get an exceptional client engagement system with unlimited two-way texting built for veterinary clinics, along with the top-rated pet parent mobile app and much more.

What does the PetDesk integration with ClienTrax actually do?

PetDesk connects to ClienTrax to pull the client and patient data your team needs for reminders, texting, and phone calls, so nobody has to look anything up by hand. Quick access to patient history means your front desk can personalize a conversation or answer a question without putting a client on hold to dig through the record.

My team already works in ClienTrax all day. Will PetDesk add to their workload?

Not exactly. Your front desk manages all client-facing interactions in PetDesk, and those updates will also sync. So, while your team will use two platforms, that split is intentional and actually works in your favor.

Which PetDesk products work with ClienTrax?

PetDesk Communications automates reminders and two-way texting and puts every conversation on autopilot. PetDesk Phones displays ClienTrax client and patient details the moment a call comes in. PetDesk Scribe transcribes appointment conversations into SOAP notes your team can review and use.

We run more than one location on ClienTrax. Does PetDesk work across multiple clinics?

Yes. PetDesk Communications is built to manage reminders and client conversations whether you have one clinic or several, so a multi-location ClienTrax group can run every site's communication through a single, consistent system instead of stitching together separate tools per location.

Can PetDesk help ClienTrax clinics reach clients who are overdue for care?

Yes. PetDesk uses the patient data already in ClienTrax to flag clients who are overdue for wellness visits or preventive care and reach out proactively, before those pet parents drift to another clinic. Combined with the PetDesk mobile app—where pet parents can see health records, request appointments, and get reminders in one place—this proactive outreach is a meaningful driver of the retention gains ClienTrax clinics see after switching.

Ready to see what PetDesk can offer your clinic?

Submit the form on the right so we can prepare your custom demo.

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Ready to see what PetDesk can offer your clinic?

Submit the form on the right so we can prepare your custom demo.

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Ready to see what PetDesk can offer your clinic?

Submit the form on the right so we can prepare your custom demo.

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