You can easily add new clients and patients in Digitail.
From the Patients Page , locate the "+Add Patient" button to the upper right hand hand side of the screen
Click on the "+Add Patient" button to begin the registration process.
You can also view the recording below outlining all of the steps involved in the entire process involved in adding a patient into your Digitail Database.
Client information
Add a new patient to an existing client
If you already have a client entered into your database, and you need to associate a patient with that client you can do so easily.
After following the steps above to "+Add Patient",
Please click on the "Add pet to existing client" hyperlink in the top right corner of the "+Add Patient" page
You will then be redirected to a search where you can start typing the client name.
You will be presented with the available options on a dropdown menu, please choose the correct client from the dropdown menu
Once the client has been selected you will see more contact information and the current pets associated with that client. From here, you can click the button "Proceed to the next step: Patient information"
If you would like want to go back and add a client from scratch, simply click on the hyperlink located in the upper right hand corner next to "New Client? Create their profile now".
Patient information
Age / Date of birth
You can now add the age of the pet as well. From the dropdown, you can toggle between the age or date of birth and add whichever is easier for you.
The 'estimated' checkbox displays on the Health Card that the age/date of birth is estimated so you can make the best medical decisions.
๐ Patient alerts can be added directly at this step or later, from the Health Card.
Add an appointment
From the patient registration, you can directly add an appointment for this pet. The appointment will be visible in the Calendar and on Flowboard (you can modify it from there if needed). This saves a lot of time when you have new clients that are not in the system yet, and you want to keep your schedule organized, even with walk-ins!
Add more pets at once
Are you working with shelters or with foster parents? Save time on the client / patient registration with bulk add!
Click on the link from the top right corner to bulk add patients.
This is a simplified version of the patient registration, so only the most important fields are available. You can always go back and edit the patients after their profile has been created.
You can use the duplicate button to quickly add more patients or add multiple rows at once and fill in their details manually.
You can also add all their appointments at once, directly from this screen.
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๐ Duplicating a row for a patient that has an appointment, will also copy the appointment details (such as date, staff member, service, and status).
๐ The patients and the appointments will be created only after you click on the Add button.
