Once a client profile has been created, the next step is to create their patient(s). There are a few different ways to quickly create a new patient depending on where you are at in the software.
To add a patient from the Quick Add shortcut:
Click on the green + shortcut in the top right corner
Click on "New Patient"
Complete the form that appears (first and last names are required)
Click "Save + Done" to save the current record and exit (or "Save + Add New" to save the current records and create another)
To add a client from the Patients Dashboard:
Click on "Patients"
Click on "New Patient"
Complete the form that appears (name and breed are required)
Click "Save + Done" to save the current record and exit (or "Save + Add New" to save the current records and create another)
To access your new patient's profile, see the related article here: Finding Patients . |
To add a patients when scheduling an appointment:
Click anywhere on the Schedule
Click on the "Client" field and enter the client's name
Click on the "Patient" field and begin typing the patient's name
Click on "Add Patient," if the patient you are looking for does not appear
Complete the "New Patient" form that appears, and click "Save"
Continue completing the "Appointment" form to schedule the appointment for your new patient
To add a patient when assigning an owner relationship to a client:
Navigate to the applicable client profile
Click on "Relationships" and select the option "New Relationship"
Choose "is owner of" as the relationship "Type"
Begin typing the patient's name in the "Name" field
Click on "Add Patient" if the patient you are looking for does not appear
Complete the form that appears, and click "Save"
Click "Save" in the New Relationship form
For more information on how to work with relationships, see the related article: Managing Relationships . |