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.
Patient Health Card OverviewQuick overview of the patient profile and health card.
Patient Timeline OverviewCheck out the new patient's Timeline!
Add a new Client / PatientLearn how to add new clients and patients to your database.
Edit Patient InformationLearn how to edit patient (i.e. pet) information.
Change Patient's OwnerLearn how to associate a new pet parent to an existing pet.
Track Changes of Patient InformationDetailed history of pet profile changes.
Preview / Download Patient's Preventive HistorySee how easy it is to generate an official vaccine report!
Add Historical / External MedicationsLearn how to quickly add historical or external medications.
Archive PatientsSee how you can archive patients.
Client Profile OverviewQuick overview of the client details.
Edit Client InformationLearn how to edit client information.
Changelog for Client InformationDetailed history of client profile changes.
Add new Patients to the same ClientLearn how to add new animals to the same client.
Keep track of Client BalancesEasily track of Outstanding Balances and Client Credit.
Request Signatures ElectronicallyBecome truly paperless with electronic signatures.
Primary and Secondary Owners (co-owners)Co-owners, secondary owners, contact persons, comparison to clients in Digitail.