Patient & Client Management

Learn how to add new clients and patients, how to change owners or archive pets

14 articles in this collection
Written by Sophia and Alex

Pet profiles

Track changes of patient details

Detailed history of pet profile changes.

Written by Sophia
Updated over a week ago

View the profile of a pet

Quick overview of the pet profile.

Written by Alex
Updated over a week ago

Add a new client / pet

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

Written by Sophia
Updated over a week ago

Import pets & clients

Step by step tutorial on how to import your current list of patients and clients.

Written by Alex
Updated over a week ago

Edit a pet profile

Learn how to edit pet information.

Written by Alex
Updated over a week ago

Change the owner of a pet

Learn how to change the pet parent.

Written by Alex
Updated over a week ago

Search for a pet

Find your patients in 2 seconds.

Written by Alex
Updated over a week ago

Archive a pet

See how you can archive patients.

Written by Sophia
Updated over a week ago

Client profiles

Track changes of client details

Detailed history of client profile changes.

Written by Sophia
Updated over a week ago

View the profile of a client

Quick overview of the client details.

Written by Sophia
Updated over a week ago

Request signatures electronically

Become truly paperless with electronic signatures.

Written by Sophia
Updated over a week ago

Edit a client profile

Learn how to edit client information.

Written by Alex
Updated over a week ago

Add additional pets to the same client

Learn how to add multiple pets to the same client.

Written by Alex
Updated over a week ago

Search for a client

Learn how to find a client in 2 seconds.

Written by Alex
Updated over a week ago