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Patient Profiles

A patient profile keeps important pet and owner information together so teams can provide safe, efficient care.

Typical information stored​

  • pet name, species, breed, and sex
  • age or date of birth
  • client or owner details
  • visit history
  • treatment notes
  • vaccination or medical reminders

Creating a patient profile​

  1. Open the patient records section.
  2. Select the option to add a new patient.
  3. Enter the pet's details and link the correct owner.
  4. Save the profile.

Updating records​

Keep patient information current whenever:

  • contact details change
  • new medical notes are recorded
  • treatment history needs to be attached to a visit
  • duplicate entries are discovered and resolved

Good record habits​

  • enter information immediately after the visit when possible
  • use consistent naming and spelling
  • confirm owner contact details during check-in