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Essential Workflows

Searching for Clients and Patients

Available onEliteEnterpriseProfessional

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Before you can book an appointment, create an invoice, or review a medical record, you need to find the right client or patient. viggoVet gives you several ways to search, depending on what you know and where you are in the platform.

Info: viggoVet uses the client’s email as the primary identifier, so when registering a new client, if the email address matches an existing client, you will be notified and you will not be able to add a new client with the same email address.

Client list

For browsing, filtering, or when you need to see multiple clients at once.

  1. Click Clients in the main sidebar (under the ACCOUNTS section).
  2. You can view a client’s page by clicking on their name

The client list shows all clients in a table with a statistics bar at the top displaying totals.

Column

What is shows

ID

Client’s ID in the system

Name and photo

First and last name and client’s photo

Mobile number

Primary mobile phone

Work number

An additional phone number

Email

Email address

Status

Active or Inactive (color-coded badge; green for active and red for inactive)

Actions

Edit or delete icons

Filtering clients

  1. By status. Use the filter tabs above the table:

Sub-tab

What it shows

All clients

Every client regardless of status

Active clients

Only active clients

Inactive clients

Only inactive clients

  1. By search. The search field above the table searches across name, email, phone number, and client ID.

Patient list

For browsing patients across all clients, with filters by status.

  1. Click Patients in the main sidebar (under the ACCOUNTS section).
  2. Click on a patient’s name to view their page

The patient list shows all patients with a statistics bar at the top

Column

What it shows

ID

Patient’s number

Name (patient and client)

Patient’s name with client’s name between brackets

Species

What species the patient is ( e.g.: canine, feline,…)

Sex and neutered status

Client’s gender and whether they are neutered or not

Color

Fur or coat color

Birthdate

Patient’s birth date

Chip no.

Microchip number for further identification

Status

Active, Inactive, or Deceased (color-coded badge)

Actions

Edit or delete icons

Filtering patients

  1. By status. Four filter tabs at the top:

Tab

What it shows

All patients

Every patient regardless of status

Active patients

Only active patients

Inactive patients

Only inactive patients

Deceased patients

Only deceased patients

  1. By search. The search field above the table searches across patient name, chip number, and patient ID.

Finding a patient from a client profile

If you already have the client’s profile open:

  1. Click the Patients tab on the client’s profile.
  2. You’ll see patient cards for each pet linked to this client, with name, species, breed, and status badge.
  3. Click a patient card to open their record.

This is the fastest path when you know the owner but need to find a specific pet.

Finding a patient from the calendar

If you know the patient has an appointment:

  1. Click Calendar in the left sidebar (under the DASHBOARD section).
  2. Find the appointment on the schedule.
  3. Click the appointment block to see the detail popup. The popup shows client’s name, patient’s name, breed, species, and provider.

Quick reference: which search method to use

You know…

Use this method

The client’s profile is already open

Patients tab on the client profile

The patient has an appointment today

Calendar or Status Board

You need to browse all inactive patients

Patient list with Inactive Patients tab

You need to browse deceased patients

Patient list with Deceased Patients tab

What to do if something goes wrong

Client or patient not found: Check your spelling. Try a partial name (first few letters). If you’re in a multi-clinic account, make sure you’re viewing the correct clinic (check the clinic selector in the top bar). The client may be Inactive, so check the Inactive Clients tab on the client list.

Search returns too many results: Add more detail to your search term. Include a last name, phone number, or chip number to narrow results.

Inactive patient needed for booking: Inactive and Deceased patients don’t appear in appointment booking search. Change the patient’s status back to Active through their profile before scheduling.

Note: Contact the viggoVet help if any of these problems persist after following the instructions.