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Patient & Client Management

Manage patient/client information, smart search and merges

20 articles
Quick Search for Patients, Clients, or Contact PersonsSearch and find clients, contact persons or patients, from any screen.
Import Clients & PatientsStep by step tutorial on how to import your current list of patients and clients.
Merge Clients or PatientsLearn how to merge accounts one by one or in bulk.
Email is taken, but I can't find the client, what should I do?How to find a client and what to do if an email address is already in use, taken, or if the client has no pets.