Client and Patient Records

• Overview of Clients and Patients
• Search for Clients and Patients

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

See all 11 articles

• 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

• 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

• 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