Creating a New Client

Patients in Provet must be connected to clients. Start by creating a client and then add patients for that client. There are two types on clients: private clients and organization clients.

The simplest way to create a new client is to start from the Dashboard:

Go to Patient care > Dashboard and select Create new in the top right-hand corner. If your new client is a private individual, select + Client. If your client is an organization, select +Organization for the organization specific form.
Fill in the client details.
- Depending on your clinic's configuration, required fields may differ. Required fields are marked with a red asterisk (*). For more information about filling in client profile details, see Create a New Client or Create an Organization Client.
When you have finished filling in all the needed information, click Save.

To edit the data on the pages, click the Edit button next to the section title. Note that you can also edit many of the fields directly: just click on the field to enter editing mode.

You can start adding a new client from other pages, too. For other options and more information about adding and editing clients, see Create a New Client.

Creating a New Client

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