Create a New Patient

Patients must always be connected to clients. If the client you want to add a patient to does not exist yet, you can create the new client and patient in one go or first create the client separately and then add patients to it.

Add a New Patient to an Existing Client

  1. In the Clients & Patients view, find the client you want to add a patient to. Go to the client's page and select New > Patient. Other places you can start from:

    • If a client does not yet have any patients linked to them, you can also start by selecting the Add patient link under the client’s name on the client page.

    • When booking a new appointment, first select a client in the New appointment dialogue and then select New patient. Select Show all fields to view all patient details fields.

    • On the Dashboard, from the Create new drop-down menu in the top right corner, select Patient. Under Client info, select the client you want to add the patient to. Select Show all fields to view all patient details fields.

  2. Fill in the patient details.

    • Name and Species are required. Depending on the settings, some other information may also be required.

    • Home clinic location: The patient's home clinic location in your organisation. This can be different from the client's home clinic location if a client has several patients with different home clinic locations. Depending on the organisation settings, this information may be required.

    • Fill in any additional information necessary for your purposes, such as the patient's Breed, Blood group, Sex, Date of birth, Date of registration, Colour, Stable/Yard name, Street address, Second line, City, Zip code, Critical notes, Remarks, Insurance company and Insurance number, Insurance policy and date, Insurance excess fee type, Insurance excess fee amount, Microchip id, Register number, CPR agreement made with the client, Additional identification, Passport number, and Home clinic location.

    • Add any other relevant information.

  3. Select Save.

Add a New Client and Patient

  1. On the Dashboard, from the Create new drop-down menu in the top right corner, select Patient.

  2. Fill in the patient details as in Add a New Patient to an Existing Client. Select Show all fields to view all patient details fields.

  3. Under Client info, add the client's details. For more information, see Create a New Client.

  4. Select Save.

You can also start by booking a new appointment. First select New client to create a new client and then New patient to add a patient to the client.

Optional Patient Information

Some other additional information is listed below. Available fields may vary depending on the organisation and clinic location settings.

  • Official name: May be required depending on the clinic location settings.

  • Tags: You can add tags or select existing tags if available, for example, to provide extra information about the patient. Tags may be required depending on the clinic location settings.

  • Stable/yard name and/or separate address if the patient's address is different from the client's address. The fields are available depending on the clinic location settings. You can also search for patients based on patient-specific address information, including stable/yard name, in the extended client and patient search.

  • Critical notes and Remarks: You can add any critical notes about the patient as well as additional remarks. Critical notes are shown at the top of the patient's consultation view.

  • Home clinic location: The patient's home clinic location in your organisation. This can be different from the client's home clinic location if a client has several patients with different home clinic locations.

  • Private patient: Available depending on the organisation settings. The private patient option allows restricting the patients' visibility to only the selected clinic locations.

  • Deceased and Reason of death: You can add the date and reason of death of a deceased patient. Deceased patients are automatically archived. Note that if the patient has an active health plan subscription, the subscription is not automatically cancelled when the patient is marked as deceased. See how to cancel a health plan subscription.

  • Archived: Besides deceased patients, you can also archive other patients if needed.

See Also

Create a New Client

Add Multiple Patients

Edit Patient Details

Merge Patients

Archive a Patient

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