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Merging clients
To merge one client's profile into another: Navigate to the profile of the client that is to be merged Click on "merge client" Select the client into whose profile the current client should be merged Select whether to keep the merged client's ...
Merging inventory items
To merge one inventory item into another: Navigate to the profile of the item that is to be merged Click on "merge item" Select the inventory item into whose profile the current inventory item should be merged Click "merge" Once merged, the merged ...
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 ...
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 ...
Managing diagnoses
We partnered with AAHA to provide our customers with AAHA's diagnostic terms, which include over 10,000 diagnoses. In addition to these though, we provide the option to create custom diagnoses. Assigning Diagnoses There are several ways to assign a ...