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Patient & Client Management
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