This article explains how to edit and update a patient's details on the patient page. You can modify a patient's name, species, and other information, including tags, critical notes, and patient-specific addresses.
Go to Clients & Patients, or use super search to find the patient you want to edit.
On the patient's page, select the Edit button at the end of the row for the Patient details section. You can now edit the patient's details.
Note that you can also edit many of the fields directly: just click on the field to enter editing mode.
Patient Details
Name and Species are required.
In addition, you can fill in any additional information necessary for your purposes, such as the patient's Breed, Blood group, Sex, Date of birth, Date of registration, Colour, Insurance company and Insurance number, Microchip id, Register number, CPR agreement made with the client, Additional identification and Passport number.
Some other additional information is listed below. Available fields may vary depending on the organisation and clinic location settings.
Official name: May be required depending on the clinic location settings.
Tags: You can add tags or select existing tags if available, for example, to provide extra information about the patient. Tags may be required depending on the clinic location settings.
Stable/yard name and/or separate address if the patient's address is different from the client's address. The fields are available depending on the clinic location settings. You can also search for patients based on patient-specific address information, including stable/yard name, in the extended client and patient search.
Critical notes and Remarks: You can add any critical notes about the patient as well as additional remarks. Critical notes are shown at the top of the patient's consultation view.
Home clinic location: The patient's home clinic location in your organisation. This can be different from the client's home clinic location if a client has several patients with different home clinic locations.
Private patient: Available depending on the organisation settings. The private patient option allows restricting the patients' visibility to only the selected clinic locations.
Deceased and Reason of death: You can add the date and reason of death of a deceased patient. Deceased patients are automatically archived. Note that if the patient has an active health plan subscription, the subscription is not automatically cancelled when the patient is marked as deceased. See how to cancel a health plan subscription.
Archived: Besides deceased patients, you can also archive other patients if needed. To undo a patient's archived status or deceased status, clear the Archived checkbox and delete the date in the Deceased field.