Overview
In order to connect a patient and client, you will need to make a relationship between them. Relationships go a lot further than just clients and patients connections; such as using this feature for emergency contacts, previous owners, where the patient is boarded at, their pharmacy, etc.
When a client and patient are created from a "New Appointment" on the schedule, the relationship of "Is Owned by"(patient) and "Is Owner of" (client) is automatically created.
Creating a New Relationship for a Patient
Click the arrow to learn more
Click the arrow to learn more
Navigate to applicable patient
Click on "Relationships" and select "New Relationship"
Complete the form that appears
Click "Save"
You can create a new client, company, or contact profile when assigning a relationship to a patient by clicking on the "Name" field of the New Relationship form, and selecting the applicable "Add" option in green. Click here to learn more about adding new clients into DaySmart Vet.
While multiple clients can be assigned as "Owners" of a patient, only one client can be the "primary owner". The primary owner's last name will be assigned to that patient, and all billing records will default to that person, except when billing is associated with an appointment.
The primary owner will be designated with a star icon when viewing a patient's relationship. The designation can be reassigned by clicking on the gear icon next to the name of a different owner.
Creating a New Relationship with a Client
Click the arrow to learn more
Click the arrow to learn more
Navigate to the applicable client
Click on "Relationships" and select "New Relationship"
Complete the form that appears
Click "Save"
You can create a new patient profile when assigning a relationship to a client by clicking on the "Name" field of the New Relationship form and selecting "Add Patient" in green. Click here to learn more about adding new patients into DaySmart Vet.