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Clients & Patients

Complete reference for managing client records, patient profiles, medical history, and related data.

Client ProfilesThe complete guide to client records, from contact details to billing and documents.
Patient ProfilesEverything about a patient record, from medical history to labs and treatment plans.
Patient Medical RecordsView, filter, and manage all clinical records on the patient’s Overview tab.
Patient VitalsRecord measurements, track trends over time, and manage vital type configurations.
Patient Labs and DiagnosticsImport lab results from integrated machines, add manual entries, and use AI to parse reports.
Patient Owners and RelationshipsManage multiple owners, set primary contacts, and define relationship types.
Patient Alerts, Diets, and NotesSet clinical alerts, dietary instructions, and internal notes that appear across the system.
Documents and AttachmentsCreate documents from templates, upload files, and manage paperwork for clients and patients.
Client and Patient RemindersSet up vaccine reminders, diet schedules, and follow-up notifications.
BusinessesManage suppliers, referral clinics, and business pet owners in one place.