Client Search Screen

The Client Search Screen and Client Details Screen in VetView allow you to search for existing clients, or create a new client that can then be associated with existing patients.  

Client Search 

When this screen first loads, you can search immediately by the most common parameters, such as client's last name or account number.

More Fields

Clicking on the More Fields button allows you to search for additional criteria, such as phone number, email address, or direct charge account number.

Set Default Search

Set Default Search will save your current select search parameters and reload them each time you load this screen.  For example, if you only ever work with owners, you can set this as the default and filter out other client types of clients to avoid having them load alongside the owners.  

Client List

Click on the Search button to find clients that match your criteria.  All matches will display in the Client List below the search box.

Sort Columns

Results can be sorted by the Account Number column or the Name column on this screen, if there are multiple matches.  Click on the header of the column that you want to sort by.  A small upward triangle will indicated that they are sorted descending to ascending, and a small downward triangle indicates they are sorted ascending to descending.

Add New Client

Click on the Add New Client button to load a blank New Client window and create a new client.  This is the same New Client window that is found on the Admission screen.

Fill in all the required details and click on Save to create the new client.  Client Type and Client Name are necessary to create a new client, but items such as address, phone number, and email address can be added after client creation.

After Save, the Client Details screen will automatically load.

Client Details

This screen contains a series of detailed subtabs to control every aspect of how this client interacts with the system.