Patient & Client Management

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

18 articles in this collection
Written by Sophia, James, and Elizabeth

New Timeline update 🎉

Check out the new patient's Timeline!

Written by Sophia
Updated over a week ago

Health Card overview

Check out the new Health Card version!

Written by Sophia
Updated over a week ago

Search for Patients, Clients, or Contact Persons

Search and find clients, contact persons or patients, from any screen.

Written by Sophia
Updated over a week ago

Patient profiles

Patient profile overview

Quick overview of the pet profile.

Written by James
Updated over a week ago

Add a new client / patient

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

Written by Sophia
Updated over a week ago

Import clients & patients

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

Written by James
Updated over a week ago

Edit patient information

Learn how to edit pet information.

Written by James
Updated over a week ago

Change patient's owner

Learn how to change the pet parent.

Written by James
Updated over a week ago

Track changes of patient information

Detailed history of pet profile changes.

Written by Sophia
Updated over a week ago

Preview / download patient's preventive history

See how easy it is to generate an official vaccine report!

Written by Sophia
Updated over a week ago

Add and manage patient medications

Learn how to add new medications or update existing ones.

Written by Sophia
Updated over a week ago

Archive patients

See how you can archive patients.

Written by Sophia
Updated over a week ago

Client profiles

Client profile overview

Quick overview of the client details.

Written by Sophia
Updated over a week ago

Edit client information

Learn how to edit client information.

Written by James
Updated over a week ago

Track changes of client information

Detailed history of client profile changes.

Written by Sophia
Updated over a week ago

Add new patients to the same client

Learn how to add new animals to the same client.

Written by James
Updated over a week ago

Keep track of Client Credit

Easily track the client credit by seeing which invoices were overpaid!

Written by Elizabeth
Updated over a week ago

Request signatures electronically

Become truly paperless with electronic signatures.

Written by Sophia
Updated over a week ago