About Patient Co-Owners
We know it can take a village to raise a pet! Multiple co-owners can be added to a client profile in Vetspire to support instances when multiple people are involved in a patient’s care. The ability to add co-owners enables your practice to accurately record and bill encounters with all of a patient’s co-owners.
There are two types of co-owners in Vetspire:
Billable: This co-owner has an ownership percentage of the primary client's pet(s) and can be invoiced and pay at checkout in Vetspire.
Non-billable: This co-owner has a relationship to the client but cannot be invoiced or pay at checkout in Vetspire (for example, a family member who drops off the pet for their appointment).
Add a Co-Owner to Client Profile
Go to Clients or use the Client Search tool in Global Navigation to search for and open the main client profile.
Select Add Co-owner in the client profile.
Enter the name of the co-owner in the Client field, then do one of the following:
To create a billable co-owner: Select the matching search result.
To create a non-billable co-owner: Select Add Non-Billable Coowner.
If no search results display: Select the plus (+) icon to create a new client profile.
Complete the following fields for billable co-owners:
Relationship: (optional) The co-owner’s relationship to the primary client.
Patient: Select the primary client’s pet that is shared with the co-owner.
Percentage Ownership: This is the percent by which a total invoice amount for the patient is divided.
Notes: (optional) Any notes about the co-owner for practice staff.
The co-owner’s address and contact information are already available on the client profile you selected in the Client field.
Complete the following fields for non-billable co-owners:
Relationship: (optional) The co-owner’s relationship to the primary client.
Patient: Select the primary client’s pet that is shared with the co-owner.
Address, Email, and Phone Number: (optional) The co-owner’s contact information.
Notes: (optional) Any notes about the co-owner for practice staff.
The co-owner is automatically saved to the client profile. To remove a co-owner, move your cursor over the co-owner profile and select DELETE.
The co-owner’s client profile displays the pets they share with other clients, as well as the percentage ownership, under Co-Owned Patients.
Invoicing and Reporting for Billable Co-Owners
When checking out from an encounter or collecting payment of an invoice, you can select the Payer of the invoice for patients with co-owners.
The total amount of the invoice is automatically divided by the percentage ownership of the selected payer. The divided amount displays on the Checkout window and the invoice PDF.
Invoice Checkout window:
Invoice preview:
Additional notes:
During checkout, you can select Change Amount to manually change the amount being collected, such as when a co-owner pays in full.
In More > Analytics > Reports > Billing Statements, all outstanding invoices for the selected date display by primary client. When selecting Email all Clients, the invoices are sent to both primary clients and co-owners.