Patients must always be connected to clients. If the client you want to add a patient to does not exist yet, you can create the new client and patient in one go or first create the client separately and then add patients to it.
Add a New Patient to an Existing Client
On the Clients & Patients page, find the client you want to add a patient to. Go to the client's page and select + Create New > Patient. Other places you can start from:
On the Dashboard, from the Create new drop-down menu in the top right corner, select + Patient. Under Client info, select the client you want to add the patient to. Select Show all fields to view all patient details fields.
When booking a new appointment, first select a client in the New appointment dialog and then select New patient. Select Additional options to view all patient details fields.
If a client does not yet have any patients linked to them, you can also start by selecting the Add patient link under the client’s name on the client page.
Fill in the patient details.
Name, Species and Sex are required. Sex is set to Unknown by default. Depending on your clinic location settings, other information may also be required. For more information, see Is it possible to make patient information required?
Home clinic location: The patient's home clinic location in your organization. This can be different from the client's home clinic location if a client has several patients with different home clinic locations. Depending on the organization settings, this information may be required.
Fill in any additional information necessary for your purposes, such as the patient's Breed, Date of birth, Color, Official name, Microchip status, Register number, Critical notes, CPR agreement, Tags, Insurance company, Insurance number, Passport number, and Stable/Yard Name.
Add any other relevant information. For more information, see Optional Patient Information.
Select Save.
The patient is saved and linked to the client.
Add a New Client and Patient
On the Dashboard, from the Create new drop-down menu in the top right corner, select + Patient.
Fill in the patient details as in Add a New Patient to an Existing Client. Select Show all fields to view all patient details fields.
Under Client info, add the client's details. For more information, see Create a New Client.
Select Save.
The new client and patient are saved, and the patient is linked to the client.
You can also start by booking a new appointment. First select New client to create a new client and then New patient to add a patient to the client.
Optional Patient Information
You can also add the following optional patient information. The available fields depend on your organization 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.
Private patient: Available depending on the organization settings. The private patient option allows restricting the patients' visibility to only the selected clinic locations.