7 articles
Client Profile OverviewQuick overview of the client details.
Edit Client InformationLearn how to edit client information.
Track Client Information changesDetailed 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.