Client SystemThe 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
Minimum information needed to add a new clientThe only information that VetView requires to add a client is a name and a client type. This name 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 episode is over. Many contact features, such as sending out reminders or generating invoices, require this client contact information. Other Features on the Client Screens
|