Client System

Client System

The 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

• Client Search Screen
• Client Details Screen
• Admission Screen
• Client Setup
• Patient Record > Contacts Tab
• Patient Record > Communication Log
• Cashier Screen (look up via client)
• Accounting Screens (look up via client)
• Communication Worklist
• Client Portal

Minimum information needed to add a new client

The 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

• Update client contact information
• Change primary owner, primary RDVM, primary clinic
• Automatic communication upon event triggers 
• Automatic or manual send of product reminders and appointment reminders
• Automatic notifications or blocking of actions based on client credit status
• Linked reminders based on shared owner
• Linked upcoming appointments based on shared owner
• Optional linking to related Web Portal Accounts
• Automatically association of RDVMs and Clinics when added via the same patient
• Invoicing to Direct Charge Accounts
• Custom client types, such as Farms, Dairies, WMAs, zoos, etc.