Client Type Setup

The Client Type Setup screen is used to create and alter the names of various client types.  These types allow you to group your clients together for reporting purposes, and also control which client type is assigned by default to new owners, new RDVMs, and new clinics.  

Client Type Setup Tab

Add New Client Type

Click on the Add New Record button,  A small window will appear on the right half of the screen.

Client Types on the Admission Screen

Client types recorded on this screen will be available in the Client Type drop down when creating a new client. You will be required to associate new clients with a client type. If you do not see a client type in the drop down, ensure that the record is present in the Client Type Setup table and is active.

The Role determines which option these client types are available for on the admission screen.  In the example below, the Owner, Business Farm, Client, Direct Charge, Faculty/Staff, and Student client types are all available on the Owner tab.  

Default for Adding Patient means that new clients on the admission screen will automatically load this client type in the drop down menu.  It can be changed at any time, but you should have your most common one set as the default.  Only one client type for each of Client, RDVM, and Clinic can be set as default. 

This institute has made Owner the default client type for new clients, matching the Owner card on the admission screen.

If only one client type is set per role, then that client type should also be set as the default to minimize extra steps on the admission screens.

Client Types on the Client Details Screen

Client types appear on their own window in the first tab of the Client Details screen.  This window is on the right side.  A client may have multiple client types turned on by setting flags.  The majority of your clients will be only one type, but multiple types can be set for cases where an RDVM has brought in their own personal pet, or if you have an Owner who is in a special client type for insurance purposes.  

Check the new types you want to apply, and then click on the Save button to apply the changes.

Credit Status Setup Tab

The Credit Statuses in your system are where you define the categories for your client's payment grouping.  Certain functions can be automated or denied based on a credit status.

Add New Credit Status

Click on the New Credit Status button.  A window will appear at the top of the screen for you to enter in the new credit status's information.

The individual flags on your credit statuses are designed to force your clients in arears to work through the accounting department prior to making new appointments or opening new bills.  

Each of these statuses will block the action on the respective screen, and show a custom warning to the user who is attempting to perform the action.  From there, the user can inform the client about the issue, and include the instructions needed to remove the block.

Add a Custom Pop up Warning

Custom account warnings can be set to appear in a pop up message if a user attempts to perform an action on the client with a credit status that does not allow it.

In the example below, the credit status is No Checks, and the warning is to the client upon admission that they can only pay with cash or credit.

Email At Admission

You can set a client credit status to email internal users or a special email account when a client has a patient admitted.

The email cannot be customized, but is simply a notice that a particular patient has been checked in.  This can be useful for VIP clients, who are in good credit standing but for whom administration may want to offer a personal greeting. 

Credit Status on the Client Details Screen

Client credit status is set on the Billing Subtab of the Client Details screen.

A client may only have one credit status set at a time.