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Add new Patients to the same Client

Learn how to add new animals to the same client.

Updated over 8 months ago

To add a new patient to an existing client, go to the (+) Add Patient button from the main screen, or you can use the quick actions button on any menu, without losing any data, from the top right-hand side.

Click on the 'Already a client? Add pet to existing client' and start typing the client's name. After you select the desired client, you'll see the existing contact information and the other animals they have.

Proceed to the next step to fill in the new patient's information. After saving the information, you'll be redirected to the patient's Health Card.

📌 You can also add a new patient faster from the client's card. Simply click on the plus button next to the other animals and you'll be redirected to the new patient's information.

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