In Provet, patients must always be connected to clients. You can start by adding a client first and then add patients to the client. To add a new client and patient in one go, see Create a New Patient.
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The simplest way to add a new client is to start from the Dashboard. Select Create new > + Client in the top right-hand corner of the page. Other places you can start from:
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In the Clients & Patients view, select +New client in the top right corner of the page.
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When booking a new appointment, select New client in the New appointment dialogue.
If you want to add an organization, see Create an Organization Client.
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Fill in the required client details. Note that required fields are indicated with a red asterisk (*).
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When you have finished filling in all the necessary information, click Save.
Fill in any additional information necessary for your purposes. Available fields may vary depending on the clinic location settings.
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Client's address and email address(es).
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Phone type and Description: Select + Add another phone to add additional phone numbers to the client.
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Add the phone number in the complete format including the '+' sign, country code, and the full phone number, for example: +358 401234567. Depending on the organization and clinic location level settings, standard phone information such as +country code may be automatically prompted.
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Select the checkbox Allow text messages and /or Allow email communication to specify the client's communication preferences.
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ID number: Depending on the clinic location settings, this information may be required. This is the client's identity number from their proof of identity. It is different from the system ID number which is automatically generated when the client information is saved and shown in parentheses next to the client’s name. Both ID numbers and can be used to search for the client in the system.
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Secondary owner: This can be used, for example, for a family pet to have another contact when the primary client is unable to deliver or pick up the animal. You can add the secondary owner's phone number at the bottom of the page and mark it as Secondary owner's phone.
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Referring veterinarian: See Add a Referring Organisation or Veterinarian as a Client.
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Breeder: Select this checkbox if the client is a breeder. This information is needed if you use the VetEnvoy integration for registering microchips.
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Home clinic location: The client's home clinic location in your organization. The home clinic location information can be used, for example, for reporting purposes or in client search. Depending on the organization settings, this information may be required.
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Tags: You can add tags or select existing tags if available, for example, to provide extra information about the client or for discount purposes. Tags may be required depending on the clinic location settings.
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Remarks: You can add any notes about the client. Remarks are shown at the top of the client's consultation view.
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Invoice recipient: You can select another client to be the payer for the client, for example, if a charitable organization pays the invoice. You can also select a different billing address (if the billing differs from the client's home address).
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Billing address: Available depending on the clinic location settings. Instead of another invoicing client, you can select this option to add a different address for invoicing, for example, a client's business address.
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Communication settings: You can disable sending emails and/or text messages to the client.
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Select the Communication preferences button to set how the client receives external clinic communications. Available options depend on the settings defined when creating communication preferences.
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To add additional phone numbers, select +Phone and mark one of them as the Default communication number.
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Client type: Available depending on the organisation settings. The options include Internal, External, and Research, and each type can have a specific VAT rate associated with them (defined in the organisation settings) which overrides the default rate on the invoice.
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