Edit Patient Details

Official name: May be required depending on the clinic location settings.

Tags: You can add tags or select existing tags if available, for example, to provide extra information about the patient. Tags may be required depending on the clinic location settings.

Stable/yard name and/or separate address if the patient's address is different from the client's address. The fields are available depending on the clinic location settings. You can also search for patients based on patient-specific address information, including stable/yard name, in the extended client and patient search.

Critical notes and Remarks: You can add any critical notes about the patient as well as additional remarks. Critical notes are shown at the top of the patient's consultation view.

Home clinic location: The patient's home clinic location in your organisation. This can be different from the client's home clinic location if a client has several patients with different home clinic locations.

Private patient: Available depending on the organisation settings. The private patient option allows restricting the patients' visibility to only the selected clinic locations.

Deceased and Reason of death: You can add the date and reason of death of a deceased patient. Deceased patients are automatically archived. Note that if the patient has an active health plan subscription, the subscription is not automatically cancelled when the patient is marked as deceased. See how to cancel a health plan subscription.

Archived: Besides deceased patients, you can also archive other patients if needed. To undo a patient's archived status or deceased status, clear the Archived checkbox and delete the date in the Deceased field.