Managing Clients
13 articles
- Create a New Client
- 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
- View a Patient's Vital Signs Graph
