š Overview
The Contacts module allows the clinic to maintain a organized record of individuals and companies associated with the practice ā including people who have a relationship with a patient but are not the primary owner, as well as suppliers, partner hospitals, and other businesses the clinic works with.
š¤ How To Add a New Contact
Contacts are individuals who have a relationship with a patient but are not the primary owner ā such as a foster, boarder, groomer, or emergency contact. These contacts can be linked to a patient's profile from the Relationships tab within the applicable patient record.
Navigate to the Contacts module
Select New Contact in the top left of the module
Fill out all applicable information and select Save.
š” Click the button below to learn more about managing relationships.
š¢ How To Add a New Company
Use the Company contact type to add suppliers, partner veterinary hospitals, and any other businesses the clinic works with. Once added, company contacts become selectable throughout the platform. For example:
When creating a New Order or New Receipt, the Supplier field dropdown will include any company contacts on file.
When exporting a patient's medical record, the clinic can select a partner hospital's email address to send the file directly.
To create a New Company:
Navigate to the Contacts module
Select New Company in the top left of the module
Fill out all applicable information and select Save
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Who should be added as a Contact vs. a Company?
Add an individual as a Contact if they have a relationship with a patient but do not own one ā such as a foster, boarder, groomer, or emergency contact. Add an entry as a Company if it represents a business, supplier, or partner hospital the clinic works with.
Can a Contact be linked to a patient's profile?
Yes. Once a contact is created, they can be associated with a patient's profile from the Relationships tab within that patient's record. Click here to learn more about managing relationships.
Where do Company contacts appear in the platform?
Company contacts appear in dropdown fields throughout the platform wherever a supplier or external party can be selected. Common examples include the Supplier field when adding a New Order or New Receipt, and the recipient field when exporting a patient's medical history to a partner hospital.