Clients

To Find or Insert a Client Record

Go to:

• Clients menu > Client Details

  OR

• click the General tab on the VPM Navigator and then double-click Client Details.

To Find a Client Record

Select the search type you want to use, enter information which will match the client and click Go.

A list of the clients matching the criteria entered will be displayed.

To Insert a Client Record

Click Insert to open a Client Details window for a new client.

Entering Client Details

Address fields for Australian clinics are displayed:

• Enter required information into each field.
• Where there is a button, click this box to display a list of options from which you can choose.
• Where there is a button, double-click to enter additional phone numbers, for example, work number.
• Click Save when finished.

To Insert an Animal Record

From the Client Details window, click Animal.

Entering Animal Details:

• Enter the required information.
• Where there is a button, click this box to display a list of options from which you can choose.

To insert an Equine Record

From the Client Details window, click Equine.

Entering Equine Details:

• Enter the required information.
• Where there is a button, click this box to display a list of options from which you can choose.