The Client System in VetView is used to track all the owners, RDVMs, clinics, and other types of clients (which can be custom defined) that are associated with patients in the database. Client accounts can be used to store billing addresses, billing information, and patient contact information in the case of referring DVMs and clinics
Client System Screens
Client Search Screen
Client Details Screen
Admission Screen
Client Setup
Patient Record > Contacts Tab
Patient Record > Communication Log
Cashier Screen (look up via client)
Accounting Screens (look up via client)
Communication Worklist
Client Portal
Minimum information needed to add a new client
The only information that VetView requires to add a client is a name. This could be a business name, an owner name, a research account, etc. By requiring only this information, you can quickly add new clients to the system and then come back and fill in the details at a later time. That said, VetView strongly recommends that you capture at least one form of contact information, such as an address, telephone number, or email address, so that you are able to find your client again more easily and stay in touch with them after the episiode is over. Many contact features, such as sending out reminders or generating invoices, require this client contact information.