📝 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.
📆 Creating a New Relationship from the Schedule
This approach allows you to create new clients and patients simultaneously during appointment scheduling, with the "Is Owned by" (patient) and "Is Owner of" (client) relationship automatically established.
Click the arrow to learn how to create a new relationship from the schedule
Click the arrow to learn how to create a new relationship from the schedule
From any appointment, the Client field with have a green box labeled New Client. Click this and fill out the new client's information and save.
Next, the Patient field with have a green box labeled New Patient. Click this and fill out the new Patient's information and save.
The relationship of owner and is owned by is automatically created.
💡 Tip: You can create a new patient owned by a client by searching for and selecting the client, then clicking New Patient. The system automatically establishes the ownership relationship.
🐕 Creating a New Relationship for a Patient or Client
From the a patient or client profile, you can add new relationships.
Click the arrow to learn how to add a relationship from a patient or client profile
Click the arrow to learn how to add a relationship from a patient or client profile
Navigate to applicable patient
Click on Relationships
Select New Relationship on the far right
Complete the form that appears and select Save
Click Save
💡 Tip: 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 the button below to learn more about adding new clients.
Primary Owner
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. Any owner can have their name assigned as the client on an appointment for the patient.
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
Navigate to the applicable client
Click on Relationships and select New Relationship
Complete the form that appears and click Save
💡 Tip: 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 the button below to learn more about adding new patients.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can a patient have more than one owner?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. Multiple clients can be assigned as owners of a patient. However, only one client can be designated as the primary owner. The primary owner's last name is assigned to the patient, and all billing defaults to that person unless billing is tied to a specific appointment.
How do I change the primary owner of a patient?
Click the arrow to see the answer
Click the arrow to see the answer
The primary owner is indicated by a star icon in the patient's relationships list. To reassign the designation, click the gear icon next to the name of the client you want to set as the new primary owner.
Can I create a new client or patient profile while setting up a relationship?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. When completing the New Relationship form, click the Name field and select the applicable Add option to create a new client, company, contact, or patient profile without leaving the workflow.
What types of relationships can be created between a patient and a contact?
Click the arrow to see the answer
Click the arrow to see the answer
Relationships extend beyond standard client and patient ownership. You can also assign relationships for emergency contacts, previous owners, boarding locations, and pharmacies.
Is the ownership relationship created automatically when scheduling an appointment?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. When a client and patient are created from a new appointment on the schedule, the "Is Owned by" (patient) and "Is Owner of" (client) relationship is automatically established.