VET-PLAN Ortho
‹ Knowledge base

Working with cases

‹ Knowledge base

Working with cases

A case is a patient: name, species, breed, and one or more radiographs with the overlays, measurements, and templates you’ve added to them.

Creating a case

  • From the gallery, click New Case.
  • Fill in patient details (name, species, breed, age, weight). Most fields are optional, but the more complete the record, the more useful the case is for referral and your own future reference.
  • Open the new case to add radiographs.

Adding radiographs

  • Drag-and-drop an image directly into the case, or use the upload button.
  • JPEG, PNG, and DICOM-extracted images all work.
  • Each radiograph becomes its own view that can be displayed side-by-side with others in the case.

Folders

  • New Folder in the sidebar creates one.
  • Drag cases into a folder to organise them.
  • Folders are personal — only you see your folder structure.

Filters

  • All — every case in the current folder.
  • Recent — cases updated in the last week, across all folders.
  • Shared — cases that have at least one active referral link (yours or shared with you).
  • Search — by patient name, breed, or case ID.
  • Date range — filter by case updated date. Useful for finding recent work or archive cleanup.

Editing case details

  • Click the case name from inside the case to rename it.
  • Patient details are editable from the Additional Info modal (info icon in the top bar).
  • Attachments — pre-op notes, lab results, reference images — go in the Attachments modal (paperclip icon).

Deleting a case

Right-click a case in the gallery for the delete option. Deletion is permanent. If you might want the case later, share or export first.

What’s stored where

  • Case records and their overlays sync to your account in the cloud automatically.
  • Radiograph images are stored separately in cloud storage. They take a moment to load on first open in a session, then stay cached for instant re-open.
  • Recently-opened cases stay in memory while the app is open — there’s no penalty to switching back and forth between cases in a planning session.