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Add a new Client / Patient

Learn how to add new clients and patients to your database.

Updated over a week ago

You can easily add new clients and patients in Digitail. From the Patients page, simply click on the add button from the top right to start the registration.

Client information

Add a new patient to an existing client

You can quickly add a new patient to an existing client by clicking on the top right corner.

You'll be redirected to a search where you can start typing the client name. After selecting the client, you'll see more contact information and the current pets.

From here, you can proceed to the next step and add the new pet's information.

If you want to go back and add a client from scratch, simply click on the 'New Client? Create their profile now' from the top right corner.

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.

๐Ÿ“Œ 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.
๐Ÿ“Œ Duplicating a row for a patient that has an appointment, will also copy the appointment details (such as date, staff member, service, and status).

๐Ÿ“Œ The patients and the appointments will be created only after you click on the Add button.

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