One of the main purposes of Provet is to help clinics keep detailed and accessible client and patient records. In Provet, clients can exist alone without any patients connected to them, but all patients must be connected to a client, and clients can have multiple patients or even groups of patients or herds connected to them. Relevant information, such as invoices, insurance claims, cost estimates, appointment information, patient medical history, prescriptions, forms, communication history etc., are connected to clients and/or patients.

To access client and patient information, go to Records > Clients & Patients from the left navigation. You can also open a specific client's or patient's page by selecting the client or patient anywhere in the system.

See how to search for clients and patients.

The related client and patient information is shown on the same page. The basic client and patient data, such as the client's phone and email, and the patient's species, breed, sex and age, is shown at the top of the page (1). The top row may also display tags and other information, for example, the patient's microchip information, health plan status and weight.

Some of this information is editable directly from this page, for example the patient´s weight. If no patient weight has been entered, select the scale weight icon to add it (2). To update an existing weight, select the displayed weight.

Different client and patient data, such as general details, reminders, patient history, immunisation status etc., are shown on separate tabs (3). Note that the tab row is horizontally scrollable. See more information about viewing, printing, and emailing patient history information.

If a client has multiple animals (patients), you can select a patient and switch between patients from the menu under the client's name (4).

You can also view a revision log for each client or patient to track changes to their records, such as edits to contact or patient details.

The sidebar on the right-hand side the page shows some important pieces of information, such as critical notes about the client and patient, reminder statuses and past spending.

Above the sidebar information are action buttons and menus. The most popular interaction is shown as a button: Counter sale for the client sections and Appointment for the patient sections. For more actions, click the Actions and + Create new buttons to open drop-down menus.