If a client wants to add a new patient to their record, follow these steps.
- Click the Clients tab.
- In the search fields, enter the client's first or last name. You can click the plus sign to add more filters.
- Click Go.
- Click the client in the list.
- Click Add New Patient.
- In the Add New Patient window, complete the patient’s information.
Note: You must select the patient's species prior to selecting their breed. The breed list will display the breeds associated with the selected species. - Click Save. A confirmation appears in the message bar.
- On the patient details page, add any additional info, reminders, alerts, etc. by clicking each tab.
- Click Save Changes.