Overview
Once a client profile has been created, the next step is to add their patient(s). There are a few different ways to quickly create a new patient depending on where you are at in the software.
Patient Data Fields
Name (Required) - This is the name of the patient and how it will be displayed
Status - Active, Deceased or Inactive (default is Active). The inactive status cannot be found when trying to schedule an appointment or no new records can be added for that patient. When searching in the patient module, the inactive patient will show with (inactive) next to the name
Breed (Required) - Start typing in this field, and our database will display applicable results. The first text will be the breed, followed by the species in parenthesis
Color (Optional) - Color of patient
Sex (Required) - You will be able to select the sex from the drop down. The options will change dependant on the species of the patient
Birthdate (Optional) - Select from the calendar that displays when the field is selected
Chip (Optional) - Enter in chip number if applicable
Primary Provider - If the patient is going to have a primary provider, you can select from the drop down. If they do not have one yet, you can leave this field as "No primary provider"
Adding a Patient from the Schedule - Recommended Workflow
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Click the arrow to learn more
This is the quickest way to add a client and patient into your system, all in one place. Plus, you can book them for an appointment at the same time. When a new client and new patient are created through a "New Appointment", it also creates the relationship.
Click on an appointment time on the Schedule
Click on the "Client" field and enter the client's name, or add a new client
Click on the "Patient" field and begin typing the patient's name
Click on "Add Patient" green box
Complete the "New Patient" form that appears, and click "Save"
Continue completing the "New Appointment" form to schedule the appointment for your new patient
Adding a New Patient from the Shortcut Button
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Click the arrow to learn more
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)
Adding a New Patient from the Patients Dashboard
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Click the arrow to learn more
Click on "Patients"
Click on "New Patient" on the top left
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)
Adding a Patient when Assigning an Owner Relationship to a Client
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Click here to learn more
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
To access your new patient's profile, click here for the related article here
For more information on how to work with relationships, click here to see the related article.