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Client and Patient Records
Clients and Patients Overview
Overview of Clients and Patients
Search for Clients and Patients
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 or Delete a Client
Merge Clients
See all 9 articles
Managing Patients
Patient Locations
Create a New Patient
Add Multiple Patients
Edit Patient Details
View, Print and Email Patient History
Archive a Patient
Merge Patients
See all 11 articles
Managing Microchip Numbers
Registering Microchip Numbers Using the VetEnvoy Integration
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 9 articles
Client Communication
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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