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Patient Chart

The Patient Chart in Vetspire is an individual patient’s profile that includes all of their essential information, medical and immunization history, lab orders, wellness plans, related tasks, and more. The Patient Chart is also where you conduct encounters.

You can access Patient Chart by selecting a patient’s name from anywhere in Vetspire, including:

  • Open Encounters in Dashboard

  • ‘Patient’ column in Dashboard > Tasks and My Tasks window

  • Appointment Details window in Schedule

  • Appointment tile in Flow

  • Treatment Sheet in Board

  • ‘Patients’ list in Client Profile

  • Patient notification in My Notifications window

  • ‘Last 5’ patients accessed in Global Navigation

Patient Banner

The Patient Banner displays at the top of Patient Chart. From Patient Banner, you can navigate to different sections of Patient Chart (Medications, Immunizations, Labs, etc.). Patient Chart opens to the Chart tab by default.

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Patient Banner provides key details about the client and patient at-a-glance:

  • Client: Select the client’s name to navigate to the Client Profile. The client’s phone number and email address also display in Patient Banner.

Clients with Multiple Pets

When multiple patients are linked to a client, you can select the patient’s name and choose one of the client’s other pets from the drop-down menu to switch to that patient’s chart.

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  • Patient Icon: Hover over the patient’s initial icon and select the pencil to upload a photo of the patient.

  • Client and Patient Tags: Display together in Patient Banner.

    PET_Banner-Tags.png
    • To add a client tag: In Patient Chart, select the client’s name to navigate to the Client Profile > Client Information section, then select a tag from the Tags drop-down menu.

    • To add a patient tag: In Patient Chart, go to the Info tab > General section and select a tag from the Tags drop-down menu.

  • Patient Alerts: Select Add Alert to choose a pre-configured alert or create a custom alert. Alerts are used to make clinic staff aware of a patient’s unique needs (for example, ‘Aggressive,' ‘Contagious,' ‘Diabetic’).

    PET_Banner-AddAlert.png
  • Patient Details: Patient Banner includes the pet’s age, gender and altered status, species and breed, coat color, weight, date of birth (DOB), and unique Vetspire system ID.

    • Select Weight to record a new weight and view the patient’s history of weight changes.

    • An Ident field may display if you migrated the patient account from a different practice management system to Vetspire.

Notes and Reminders

The right panel of Patient Chart always displays no matter which tab you are in. The right panel includes the following features:

  • Patient Note and Client Note: Write internal notes about the patient and client for other staff members.

  • Allergies: Record the patient’s allergies, if any.

  • Patient Reminders: View and manage reminders for protocols and immunizations. See Manage Patient Reminders for more details.

  • Problem List: Record any of the patient’s new and ongoing issues or ailments.

  • rDVMs: Search for and select the profile of the patient’s referring veterinarian. (rDVM profiles are configured by your organization admin in More > Admin > Configure > rDVMs.)

PET_Chart_RightPanel.png

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