Adding patients

Adding patients

All of your patients are managed under the Patients module.  There are several places from which you can add a patient, including from the Patients dashboard, when scheduling an appointment, and when assigning a new relationship to a client.

To add a client from the Patients Dashboard:
  1. Click on "Patients"
  2. Click on "New Patient" 
  3. Complete the form that appears (name and breed are required)
  4. 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 patients when scheduling an appointment:
  1. Click anywhere on the Schedule
  2. Click on the "Client" field and enter the client's name
  3. Click on the "Patient" field and begin typing the patient's name
  4. Click on "Add Patient," if the patient you are looking for does not appear
  5. Complete the "New Patient" form that appears, and click "Save"
  6. 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:
  1. Navigate to the applicable client profile
  2. Click on "Relationships" and select the option "New Relationship"
  3. Choose "is owner of" as the relationship "Type"
  4. Begin typing the patient's name in the "Name" field
  5. Click on "Add Patient" if the patient you are looking for does not appear
  6. Complete the form that appears, and click "Save"
  7. Click "Save" in the New Relationship form 



    • Related Articles

    • Managing relationships

      Relationships allow you to associate patients, clients, and contacts with each other in a variety of ways.  By creating relationships, you can track which people and business are associated with the care of your patients.  There are several forms of ...

    • Adding clients

      All of your clients are managed under the Clients module.  There are several places from which you can add a client, including from the Clients Dashboard, when scheduling an appointment, and when assigning a new owner to a patient. To add a client ...

    • Adding an item to inventory

      The Inventory module allows you to track sales and use of products, services, and supplies.  Each inventory item is assigned a category, which is used for reporting purposes.  Only two fields are required to add a new item to inventory - name, and ...

    • Exporting a patient's history

      You can print or email any portion of a patient's history with a few clicks. To email a patient's history: Navigate to the applicable patient Click "export" and select "email patient file" Select the date range for the records you wish to include ...

    • Finding patients

      There are three ways to find a patient - by searching, by using the patient list, and from reports. To search for a patient: Click on "Patients" Enter the patient's name, the patient's ID, the patient's owner's name, rabies tag number, or chip number ...