Client & Patient Registration

Summary Client Registration is carried out on the Reception Screen using the same fields as those used to search for existing clients. While entering the client details, the system will automatically search for existing clients with the same detai...

Summary Patients can be registered to new and existing clients. There are two ways to enter the add patient screen.   Details When client registration is complete and you have recorded their data consent preferences, you will be dire...

Summary Influenced by the GDPR legislation, the tab in the Reception Screen labelled ‘Data Consent’ allows you to record consent and contact preferences for your Clients.  This is the second step when first registering a Client. Details The Data...

Summary Prospect Clients look just like a normal client but have restricted functionality as detailed below. Prospect Clients are registered through our Global API integration Vetstoria. If you are interested in this integration, please contact you...

Summary Charity Clients are associated to payments when using the payment method 'Voucher'. This transfers the requested amount from the client to the charity. Any transactions associated to a charity will display on the Charity Client's account. ...