How to create a new client or find an existing client from the Client screen

The easiest way to find an existing client is to start directly from the Client Search screen.

Click on the Client button on the header bar at the top of any screen in VetView.

This will load the Client Search screen.  This screen allows you to search for any clients in the system.

How do I find an existing client?

You start with your client's last name and first name.  If the client has an invoice or some other documentation with their account number, you can narrow the search right away using that.

Click on the Search button to load results that match. 

If you are getting too many results, click on More Fields to open up a place to search for the client's telephone number, address, or even their email address.

You can use any combination of search terms together.  For example, last name and phone number should quickly narrow the results down to only a few possible matches.

The results appear in the Client List at the bottom of the screen.

Verify the client's address, phone number, and email, to confirm you have the correct match.  Then you can click on the Account Number to load the client details screen.

How do I create a new client if I can't find them in the system?

Click on the Add New Client button to open up the New Client dialog box. 

Start filling out the client's information.  Follow your hospital's policy for the minimum needed information to create a client. 

As you begin to enter the information, VetView will attempt to find any possible matches and display them along the right hand column.

When you have entered all the information needed to create your client, click on the Save button.  Your client will be created, and the Client Details screen will load. 

From this point, your client can be added as a contact to any patient.