Patients must always be connected to clients. If the client you want to add a patient to does not exist yet, you can add the new client and patient in one go or first add 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 adding 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, select Tools > Patient in the top right corner. 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.
   • Home department: The patient's home department in your organisation. This can be different from the client's home department if a client has several patients with different home departments. 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, Gender, Date of birth, Date of registration, Colour, Insurance company and Insurance number, Microchip id, Register number, CPR agreement made with the client, Additional identification and Passport number.
   • Add any other relevant information.
3. Select Save.

Add a New Client and Patient

1. On the Dashboard, select Tools > Patient in the top right corner.
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 Add a New Client.
4. Select Save. 

You can also start by adding a new appointment. First select New client to add a 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 department settings.

• Official name: May be required depending on the department 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 department 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 department settings.
• 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 department: The patient's home department in your organisation. This can be different from the client's home department if a client has several patients with different home departments.
• Private patient: Available depending on the organisation settings. The private patient option allows restricting the patients' visibility to only the selected departments.
• 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

Add a New Client

Add Multiple Patients

Edit Patient Details

Merge Patients

Archive a Patient

Updated 08 May 2024 07:33