Patient Profile Overview

Quick overview of the patient profile and health card.

James avatar
Written by James
Updated over a week ago

On the top bar, you can see the most important information at a glance. Next to the gender & reproductive status, you can find the Neuter/Spay certificate. The weight displays an arrow that indicates if the weight is going up or down.


Actions

From the top right corner of the patient card, click on the 3 dots to access more actions. You can edit or archive the patient, change the owner or manage (add, delete) patient alerts.

Now there is an easy way to manage patient alerts (tags). You can create a directory of alerts and use them for specific patients. To add a new alert simply select a color, write the alert name and click on the 'plus' button. This alert will be added to your directory. From there, simply click on the alert you want to associate with the specific pet.

πŸ“Œ If you want to remove an alert from your directory, click on the X button from the modal. This action will delete the alert from all patients that had it associated.

πŸ“Œ If you want to de-associate an alert from a pet, click on the X button from the top bar. You will see a confirmation prompt.


Weight

There are 3 weight graphs available:

  • Client (all the weights logged by the client in the app) - pink graph

  • Clinic (all the weights logged by the clinic) - teal graph

  • All (a common graph with all the weights combined) - purple graph

You can also add a new weight directly from this section:

πŸ“Œ The weight can be displayed or logged both in lbs and kg!

πŸ“Œ You can update or remove a weight that was added directly on the Health Card by clicking on the edit icon. (for the weights that have been added through medical records, you'd need to edit them from there)
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Internal notes

Store all the private notes about the patient in one place. These notes will also be visible on the appointment cards and on the pet/client info card.


Preventive

In the Preventive tab, you can see the entire history of preventive treatments.

πŸ“Œ Use the purple button to quickly add a historical treatment:

πŸ“Œ You can download the entire preventive history using the 'download' purple button.

πŸ“Œ To update or remove an entry, simply click on the edit icon next to the product.


Medications

The medications tab displays the products from the 'Veterinary Diet' category for now. Coming soon - all the prescription products!


Labs

All the lab tests / investigations done in the Objective section of the record will be visible on the patient's health card.

⏳ Coming soon: lab results & orders from Idexx, Antech, and Zoetis will also be displayed here.


Diagnoses

All the diagnoses from the records are displayed on the health card.

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