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Register a patient

Create the patient record so you can schedule, treat and sell for this animal.

Before you begin​

  • You need permission to view and edit animals.
  • It helps if the owner is already registered. If not, you can add them during these steps.

Steps​

  1. In the left menu, click Animals. An empty patient record opens.
  2. Under Main details, type the animal's Name. It is the only required field.
  3. Fill in what you know now: Birthdate, Species, Breed and Gender. Start typing to search the list.
  4. Under Owner (client), search for the owner in Owner and select them. Not registered yet? Click + next to the field to add them.
  5. Click Save.
tip

A species or breed is missing from the list? Click + next to the field to add it without leaving the record.

Done​

You see the message "The animal has been successfully saved." The animal's name, age and species appear at the top of the record, and the side menu shows the record's other sections, such as Weight & Feeding, Vaccination and Prescriptions.

Next: Create an appointment for this patient.

If something goes wrong​

  • "Name is required": the Name field is empty. Type a name and save again.
  • The owner does not appear in the search: check the spelling, or add the owner with +.