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Client and Patient Records

Clients and Patients Overview

  • Overview of Clients and Patients
  • Search for Clients and Patients
  • View Client and Patient Revision History

Managing Clients

  • Create a New Client
  • Add an Organisation Client
  • Add a Referring Organisation or Veterinarian as a Client
  • Add a Production Animal Client
  • Edit, Archive and Delete a Client
  • Set and Manage Client Communication Preferences

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Managing Patients

  • Create a New Patient
  • Add Multiple Patients
  • Edit Patient Details
  • View, Print and Email Patient History
  • Archive a Patient
  • Avoid Duplicate Patients

See all 11 articles

Managing Microchip Numbers

  • Microchip Numbers: Overview and Settings
  • Check If a Microchip Number Has Been Added to a Patient's Records
  • Add a New Microchip During a Consultation
  • Add or Change a Microchip Number on Patient Arrival
  • Add or Change a Microchip Number from the Microchip Icon
  • Add or Change a Microchip Number on the Client and Patient Page

See all 12 articles

Client Communication

  • Set Up Communication Preferences
  • View Client Notes and Communications
  • Add Notes and Files on the Communication Tab
  • Send an Email to a Client
  • View Client Feedback Survey Results
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