How to add Alternate care giver details for Client / Authorized agent Details?
Step 1 : Click on the Client Name on the Client toolbar.
Step 2 : In the side menu that appears, click on edit details.
Step 3 : Click on the edit option next to Basic details, then click on add agent next to Autorized agent details.
Related Articles
Pronghorn - Search for a client / patient
Next Gen - Clients & Patient Search How to Search Client's & Patient's on Next Gen ? Please find the types of client's & patient's search: 1: Client ID 2: Client First & Last name 3: Client registered E-mail ID 4: Client Register Phone Number 5: ...
Pronghorn - Edit / Add Plan Item
Please follow the below steps in creating a plan Item Step 1: Click on "Inventory & Plan Item" Step 2: Select Plan Item Management Step 3: Select "Plan Items" Step 4: This page you can add & download plan item. This would give you the details of the ...
How to add contact /telephone numbers to client's profile ?
Step 1 : Click on the Client Name on the Control Panel Step 2 : In the side menu that appears, click on edit details. Step 3 : Click on the edit option next to Contact Detail The window will open To edit a phone number
Staff Registration.
Adding an employee or staff is a very simple task on VETport. Step 1 : Click on the hamburger icon. Click on 'Clinic and Staff settings'. In the dropdown choose Staff Management Under that, click on Staff list. Step 2 : Click on the +ADD STAFF button ...
How to generate a report on Client's Last activity ?
Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the filter as Last Activity and click on show all.