Overview

The client & patient database can be accessed through the second icon of the main navigation bar. The clients and patients area provides access to your clinic's database of clients, patients, cost estimates, invoices and reminders. It can also include tabs for insurance claims, prescriptions and health plan subscriptions. It has extended search options and export features so you can find information, and export it for extended use.

Within the clients & patients database, you are able to search for client and patient accounts. You are able to search by name using the combined client and patient name search field. Or search by other identifying information by using the extended search functionality.

Once the extended search box is checked, additional search fields will prompt for use. An example screen is shown below. From the extended search, you are able to search for a patient by a microchip number, or for example a client by a phone number using the appropriate field.

Additional search fields are shown below.