How to create a new client on the Patient Record

How do I add a new contact to the patient?

If you have a patient's medical record loaded, you can associated any new or existing clients to the patient without having to find them on the Client screen.

Click in the Patient Contacts Tab to load the current clients that are associated with your patient.

A list of all the clients and their relationships to your patient will load.

Click on the Add New Contact to load the client search / new client screen. 

Begin entering the information for your new client.  As with all versions of the New Client window, VetView will attempt to make any existing clients based on the information you have entered.

After entering the information, you can click Save to add this client to the patient's record.

How do I change which RDVM or clinic is the primary?

If you are adding a new RDVM to a client because the owner has changed primary doctors, you can adjust the settings for any of the clients by right clicking the name.

Changing the settings on a client will be reflected on the client's line, by adding or removing the respective icon.

If you are not sure what an icon represents, you can mouse over it to read the tool tip before making changes.