How do I link an owner to a patient?
- Cathy Allison
How do I link an owner to a patient?
Once you have added a patient to a PA, you can start filling in the client information.
Alternately, you can start with the client/owner information, and use that to find a list of patients, if the patient has visited before. Some schools find this method preferable to avoid accidentally creating a duplicate patient.
Click on the green Plus sign to enter a new owner or find an existing one.
The New Client window will load. This window looks very similar to the new patient window, and like the new patient window, allows you to search for an existing client and loads potential matches along the right hand side.
How do I avoid creating duplicate clients?
How do I avoid creating duplicate clients?
It may be easier to try looking up a client by an address or phone number, instead of a name, or using a combination of names, addresses, and phone numbers. This will help narrow down the list of clients that match. If no phone number or address matches, try putting in a partial address along with a last name. This can help you avoid accidentally creating a duplicate client, if their address or phone number was not updated before.
The minimum information needed to save a new client is the name, but we strongly recommend obtaining an address and phone number to ensure adequate billing information.
After you double click the client's name, or click on the Save button after entering new information, the Owner information will appear on the Owner Card.
How do I know what the icons are on the Owner cards 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.
VetView Wiki Most recent releases of VetView: Version 4.2.5 Hotfix (Released 10/31/2024)
To see commonly used terms in VetView Hospital, please visit our Hospital Glossary of Terms.