Provet

Petri Pihlajamaa

Client and Patient Records

One of the main purposes of Vetera is to help clinics keep detailed and accessible client and patient records. In Vetera, clients can exis...

Overview of Clients and Patients

This article explains how to search for clients and patients using the search options in Records &gt; Clients &amp; Patients. You can perf...

Search for Clients and Patients

The revision log in Vetera allows clinic staff to review historical changes made to client and patient records. Revision logs provide deta...

View Client and Patient Revision History

Clients and Patients Overview

In Vetera, patients must always be connected to clients. You can start by adding a client first and then add patients to the client. To ad...

Create a New Client

You can add an organization, such as a farm or a charity, as a client in Vetera.

Note
The UK charity client type is only available for UK...

Create an Organization Client

If you do not use the Vetera Referral Portal to receive patient referrals from other clinics or hospitals, you can create referrals manual...

Add a Referring Organisation or Veterinarian as a Client

Create a new client.


Select the Production animal client checkbox. Additional fields appear below.


Add the Unique farm code (for examp...

Add a Production Animal Client

This article explains how to edit, archive, and delete client records in Vetera. It also clarifies the difference between archiving and de...

Edit, Archive and Delete a Client

Before you can start a consultation, you must review and confirm each client’s consent and preferred communication channels by setting the...

Set and Manage Client Communication Preferences

Note
This function is specific to the UK market and is currently available only in a limited number of customer environments.

For instruc...

Set Up the UK Charity Customer Type

The 'on stop' status is used when a client account has an owed debt and the clinic wants to prevent any further outstanding balances from ...

Mark a Client as 'On Stop' ('Frozen')

You may end up with duplicate clients if you add the same client with a different name or address, or if you add too little information to...

Avoid Duplicate Clients

If you have clients with the same information in Vetera, you can merge the duplicate client records. Note that before merging, you must fi...

Merge Clients

When client records are merged, data from one client is merged to another and the merged client record is archived.
To unmerge a client:

...

Unmerge Clients

Clients have the right to make various requests regarding the personal data your organisation collects and processes, often based on GDPR ...

Manage Client GDPR Compliance

Managing Clients

Patients must always be connected to clients. If the client you want to add a patient to does not exist yet, you can create the new client...

Create a New Patient

To add multiple patients for the same client in one go:



In the Clients &amp; Patients view, find the client you want to add patients to...

Add Multiple Patients

This article explains how to edit and update a patient's details on the patient page. You can modify a patient's name, species, and other ...

Edit Patient Details

The Patient History Summary feature analyses a patient’s complete medical history in Vetera and generates a concise, clinically relevant o...

View a Patient History Summary

To view a patient's history, find the patient in the Clients &amp; Patients view and go to the History tab. You can also go to the History...

View, Print and Email Patient History

Archiving a patient removes them from active lists without permanently deleting their record. You can still find and access archived patie...

Archive a Patient

You can avoid creating duplicate patients in Vetera by adding a microchip number for patients. If the same microchip number is saved to mo...

Avoid Duplicate Patients

If you have duplicate patient records in your Vetera, you can merge the data from one patient to another.



Go to Clients &amp; Patients ...

Merge Patients

When patient records are merged, data from one patient is merged to another and the merged patient record is archived. If you need to unme...

Unmerge Patients

If a patient’s primary ownership changes, the patient’s account can be transferred to the new owner.

Note
You cannot change the owner for...

Change a Patient’s Owner

A private patient account is hidden from search and and only visible to only approved clinic location(s). Private patient identification c...

Private Patients

Special procedures, such as euthanasia or sterilisation, automatically update the patient's status or general information. When an item de...

Enable Automated Patient Status Changes

Managing Patients

Overview

A new microchip number is typically added when a microchip is implanted during a consultation. When a patient with an existing m...

Microchip Numbers: Overview and Settings

You can check from the microchip icon whether a microchip number has been added to a patient's records. The microchip icon is shown in var...

Check If a Microchip Number Has Been Added to a Patient's Records

Single-Patient Consultations




On the consultation page, under Treatment items, add a microchipping procedure. After the item has been a...

Add a New Microchip During a Consultation

Depending on the clinic location settings, you may be able to add a missing microchip number or check or change the existing number when m...

Add or Change a Microchip Number on Patient Arrival

Select the microchip icon anywhere it is available.


In the Microchip id field, add the new microchip number or change the existing numbe...

Add or Change a Microchip Number from the Microchip Icon

On the Patient details tab of the client and patient page, select the pen button next to the Patient details section title. The patient de...

Add or Change a Microchip Number on the Client and Patient Page

When a patient has an existing microchip, you may want to check that the microchip works and the number matches the information saved in V...

Check an Existing Microchip Number

To remove a microchip number from a patient, select the patient's microchip icon anywhere it is available (for example, in the patient hea...

Remove a Microchip Number

Adding microchip numbers to patients helps to avoid duplicate patients. If you try to add a new patient with a microchip number that has a...

Duplicate Microchip Numbers

When the VetEnvoy microchip registration integration is used in your system, you can check from the patient's microchip icon whether a pat...

Check If a Microchip Number Has Been Registered

You can register a patient's microchip number after adding a new number or checking or changing an existing number, or when a valid microc...

Register a Microchip Number

Successful Registration
When registering a microchip number has finished successfully, the View Receipt button appears in the registration...

View Microchip Registration Information and Log

Managing Microchip Numbers

Conversations is an SMS messaging tool built into Vetera that gives your clinic one shared inbox for client communication. Messages are or...

Set Up and Use Conversations in Vetera

You can create communication preferences to manage how clients receive external clinic communications, such as marketing messages, newslet...

Set Up Communication Preferences

Vetera automatically stores SMS (text message) and email communications with clients as well as various notes and attachments added during...

View Client Notes and Communications

You can view Microsoft Office documents (Word, Excel, PowerPoint) directly in your Chrome browser using the Microsoft online viewer. This ...

View Microsoft Office Documents in the Browser

Add Notes and Files on the Communication Tab

You can send emails to a client when sending email is enabled in the client's settings.





An envelope button is shown next to the clien...

Send an Email to a Client

Clients can give feedback using a numeric scale from 0 to 10 or by selecting from a range of happy faces. These ratings are converted into...

View Client Feedback Survey Results

Client Communication

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