Help SiteClinic Users Clients & ContactsHow to create a new client

How to create a new client

Navigate to the client contact list view from Home Screen or Tool Bar

Entering postal code will automatically populate city and state.

Telephone numbers can be entered without formating and SpecVet will format

Patient DOB can be entered as an exact date or can be entered in years and months and an estimated DOB is calculated

A client can be added as an organization by using Organization Name as opposed to FN, LN

SpecVet can correctly display couples with same last name or different LN. If entering the same LN the display name will be   "John & Susan Beltz".  If different last names are used, the display name will be "John Beltz & Susan Smith"