Overview of Clients and Patients

One of the main purposes of Provet Cloud is to help clinics keep detailed and accessible client and patient records. In Provet Cloud, clients can exist alone without any patients connected to them, but all patients must be connected to a client, and 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.

Clients & Patients Page

To access client and patient information, go to Records > Clients & Patients from the left navigation. You can also open a specific client's or patient's page by selecting the client or patient anywhere in the system.

See how to search for clients and patients.

The related client and patient information is shown on the same page. The basic client and patient data, such as the client's phone and email, and the patient's species, breed, sex and age, is shown at the top of the page (1). The top row may also display tags and other information, for example, the patient's microchip information or health plan status.

Different client and patient data, such as general details, reminders, patient history, immunisation status etc., are shown on separate tabs (2). Note that the tab row is horizontally scrollable. See more information about viewing, printing, and emailing patient history information.

If a client has multiple animals (patients), you can select a patient and switch between patients from the menu under the client's name (3).


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.

See Also


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