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Searching for Clients and Patients
Introduction
One of the main purposes of Provet Cloud is to help clinics keep detailed and accessible client and patient records. The core element of the database is the client — clients can exist alone without any patients connected to them, but all patients must be connected to a client. Clients can have multiple patients or even groups of patients or herds connected to them. Relevant information, such as invoices, insurance claims, cost estimates, appointment information, patient medical history, prescriptions, forms, communication history etc., are connected to clients and/or patients.
To access client and patient information, go to Records > Clients & Patients and select the client you want to view. For instructions on searching for clients and patients, see Search Functions.
Client Page
The related client and patient information can be viewed on the same page. The client page is also where you land after creating a new client or a patient or if you have selected a client or patient anywhere in the system.
(1) At the top of the client page, you can view basic client and patient data, such as the client's phone and email, and the patient's species, breed, sex and age. The top row may also display tags and other information, for example, microchip information or health plan status.
(2) There are separate tabs for different client and patient data sections, such as general details, reminders, patient history and immunisation status page. To view the sections, select the tabs. Note that the tab row is horizontally scrollable.
(3) If a client has multiple animals (patients), you can select a patient and switch between patients from the menu under the client's name.
Sidebar and Action Buttons
The sidebar on the right-hand side the page shows some important pieces of information, such as critical notes about the client and patient, reminder statuses and past spending.
Above the sidebar information are action buttons and menus. The most popular interaction is shown as a button: Counter sale for the client sections and Appointment for the patient sections. For more actions, click the Tools and New buttons to open drop-down menus.
The available actions depend on the functions used in your Provet Cloud. They may include, for example, the following:
Tools menu
New menu
Adding a New Client
Because patients must be connected to clients, start by adding a client and then add patients for the client.
The simplest way to add a new client is to start from the Dashboard.
- Go to the Dashboard and select Tools > Client in the top right-hand corner.
- Fill in the client details.
- Last name or Organisation name is required.
- Phone number is by default required, but you can disable the phone requirement by clicking the red X button at the end of the row. For more information about filling in client profile details, see Filling In Client Information.
- When you have finished filling in all the needed information, click Save.
You can start adding a new client from other pages, too. For other options and more information about adding and editing clients, see Adding and Editing Clients.
Adding a New Patient
New patients can be added from many locations in Provet Cloud. A common workflow is to start from a client page.
- On the right-hand side of the client information page, select New > Patient.
- When a client does not yet have any patients linked to them, you can also start by clicking the Add patient link under the client’s name.
- Fill in the patient details.
- Name and Species are required information.
- When you have finished filling in all the needed information, click Save.
For more information, see Adding and Editing Patients.
Editing Clients and Patients
To edit the data on the pages, click the pen icon next to the section title.
Note that you can also edit many of the fields directly: just click on the field to enter editing mode.
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