How do I know what the icons are on the Owner card and other cards?

Info Dot: Contains additional information about the client, if it has been filled in

Edit (Pencil Icon): Opens up a special window to add additional addresses and phone numbers for the client.

Add Alert (exclamation point in the black triangle): Allows you to add an alert to the client, such as any special needs or VIP status

Change Owner (tan and gray rectangles): If you need to change the owner of a patient, click on this to choose a new client from the add/edit client window. Depending on your school's policies, you may wish to require documentation from the previous owner or an RDVM about changing ownership of a patient. You can always associate additional clients with a patient without changing the official owner relationship.

Bill Party (gold credit card icon): This icon indicates that this owner is also the responsible bill party. For patients with multiple owners, you can always change which person is the responsible bill party for a patient under the Contacts tab on the PA screen.

Owner Contact (blue balloon icon): This owner is point of contact for this patient. You can change which client is the point of contact under the Contacts tab.

Release of Information (envelope icon): This owner is allowed to receive any information about the patient. You can change which owners can recieve this information under the Contacts tab.

Primary Owner (person icon): This owner is considered the primary owner for the patient. The first owner added to an account will always default to the primary owner. If there are multiple owners, and the first owner added is not technically the primary owner, you can change the primary owner under the Patient Details section of the patient record.

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