Custom Fields and Client Tags
In More > Admin > Configure > Custom Fields, you can create custom client and patient information fields that can be completed when adding a new client or patient profile. You can also create client tags, which are used to apply discounts to new invoices for tagged clients.
Create a Custom Client or Patient Information Field
Each practice is unique! You may need to record additional data for new clients and patients that is not already in Vetspire.
In your Custom Fields settings, select either Create Custom Client Field or Create Custom Patient Field to get started.
Enter the Name of the field.
Select the data Type for the field: Text, Date, Number, or Yes/No.
Examples:
Custom patient fields display in Patient Chart > Info > Customized Fields.
Custom client fields display in the client profile under Additional Information.
Custom fields are not required when creating a new client or patient.
About Client Tags
Like patient alerts and patient tags, client tags can be used to provide additional information to practice staff and to discount client invoices.
There are two different ways to apply discounts via client tags:
Add a Discount to the client tag, so that all of the tagged client’s invoices are discounted by the same rate; or,
Link a Coupon to the client tag, so that the coupon is applied to the tagged client’s invoices (when applicable).
The following table describes these options.
Client Tag Discount | Client Tag linked to Coupon |
|---|---|
When added to a client profile, a client tag with a configured Discount applies a flat, fixed, or percentage discount to all of the client’s invoices.
| A client tag can be linked to an existing coupon (configured in Financials > Manage > Coupons). When added to a client profile, a client tag with a linked coupon applies the coupon to the client’s invoices according to the coupon criteria. A client tag can be linked to more than one coupon. |
Example: Let’s say you want to give former and active service members a 25% military discount on all products and services. In this scenario, you would set the Discount Type as Percent and the Discount amount as 25. When this tag is applied to a client’s profile, all of their invoices will be discounted by 25%. |
Vetspire Recommends Use this option when you want the client to receive a discount that is restricted to specific products/services, only applicable at a certain location, or has other conditions. |
It is possible to set your client tag to apply a discount and coupon(s). In this scenario, the discount applies to the invoice first, then the coupon applies to the discounted invoice items.
Create a New Client Tag
Go to More > Admin > Configure > Custom Fields.
In the Client Tags section, select + Add New.
Enter the Name of the tag.
(Optional) Configure a Discount for the tag, or link a Coupon to the tag.
(Optional) Set the tag to apply the discount or coupon only when the client is invoiced at a specific Location.
Select Save.
Add a Client Tag to Client Profile
Locate the client on the Clients page, then select their name to open their profile.
In the Tags section under Client Information, select one or more client tags from the drop-down menu.
The client tag displays in the upper-right corner of Patient Chart.
