Client and Patient Records
48 articles
- Create a New Client
- Anonymize Inactive Client Data for GDPR Compliance
- Create an Organization Client
- Add a Referring Organization or Veterinarian as a Client
- Add a Production Animal Client
- Edit, Archive and Delete a Client
- Set and Manage Client Communication Preferences
- Set Up the UK Charity Customer Type
- Mark a Client as 'On Stop' ('Frozen')
- Avoid Duplicate Clients
- Merge Clients
- Unmerge Clients
- Manage Client GDPR Compliance
- Create a New Patient
- Add Multiple Patients
- Edit Patient Details
- View a Patient History Summary
- View, Print and Email Patient History
- Archive a Patient
- Avoid Duplicate Patients
- Merge Patients
- Unmerge Patients
- Change a Patient’s Owner
- Private Patients
- Enable Automated Patient Status Changes
- View a Patient's Vital Signs Graph
- Microchip Numbers: Overview and Settings
- Check If a Microchip Number Has Been Added to a Patient's Records
- Add a New Microchip During a Consultation
- Add or Change a Microchip Number on Patient Arrival
- Add or Change a Microchip Number from the Microchip Icon
- Add or Change a Microchip Number on the Client and Patient Page
- Check an Existing Microchip Number
- Remove a Microchip Number
- Duplicate Microchip Numbers
- Check If a Microchip Number Has Been Registered
- Register a Microchip Number with VetEnvoy
- View Microchip Registration Information and Log