Add a Patient to a Client Profile
There are two ways to add a patient to an existing client:
From the Client Information Screen
Once the New Client is created or from an existing client information screen, add more client information and pets with the ADD NEW PATIENT button.
Complete the required red fields to create a patient and click the CREATE PATIENT button.
From the Schedule
Click the NEW APPOINTMENT button from the Schedule or select an open time slot.
Search for the client or an existing patient.
From the list that populates, click the (+) next to the existing patients for that client.
Complete the required red fields to create a patient and click the CREATE PATIENT button.
A PROMPT TO RETURN TO SCHEDULE THE APPOINTMENT WILL APPEAR AFTER CREATING A NEW CLIENT. EITHER CONTINUE TO SCHEDULE OR CANCEL OUT OF THE SCHEDULING PROCESS. THE CLIENT INFORMATION WILL AUTO SAVE.