Creating a Client record

Go to: Clients menu > Client Details.

From the Client List window, click Insert.
- For New Zealand clients, if you have selected to add a Default Suburb, Default City and Default Post Code in Maintenance > System Defaults > Clients tab, these fields will be automatically populated.
- For Australian clients, if you selected to add a Default town / city, Default state, and Default Post Code in Maintenance > System Defaults > Clients tab, these fields will be automatically populated.
- The First Visit date will also be automatically populated with today's date, which can be overtyped if required.
Enter the client's name and contact details.
Click Save.
- VisionVPM will automatically generate a client Code based on what is selected in Maintenance > System Defaults > Clients tab.

Optional

To enter additional phone numbers, click the button.
In the Mobile Phone field, type the client's mobile phone number, if applicable.
To attach a marker to the client, click the Marker arrow, and double-click to select the marker you wish to insert.
- Markers allow the grouping of clients for quick access, mailings, discounts, etc.
- Multiple markers may be selected by holding the CTRL key while clicking on the required markers. The Add Selected button can be used to add these selected markers.
In the Notes field, enter any relevant notes about the client.
Select the client's preferred communication method, by selecting an option from the Contact list.
In the Email field, type the client's email address, if applicable. VisionVPM will validate whether it is a correct address.
- The following prompt will be displayed, Do you want to mark this client to use email in any future mailouts?. Click Yes to include the client in the email list for marketing searches.

Results

A new client has been entered in VisionVPM.
Animals can now be attached to this client.
A Client Information report can be printed by clicking Print Report on the Reports tab of the Client Details window.

It is important for the clinic to be consistent with the entry of clients' details as this can impact on how well clients can be searched upon and how well client details are generated in a mail merge.

Creating a Client record

Optional

Results

See Also