Adding a Secondary Owner
1. Through the Choose Action screen, locate the Client Information widget. Alternatively, through the Patient screen, select the Client Information Quick Link or Widget depending on user settings.
2. Click the (+) in the upper right corner to create a new owner entry.
3. Enter the necessary information in the owner fields. If this owner exists in your system, their name will appear in the Matching Owners section above. Selecting their name from this list will auto-fill their owner details in the corresponding fields below. If this owner doesn't exist in your system, continue adding their information. Select Ok to save this new owner, and their name will appear in the list of owners on the Client Information widget.
Re-Assigning the Primary
1. Through the Choose Action screen, locate the Client Information widget. Alternatively, through the Patient screen, select the Client Information Quick Link or Widget depending on user settings.
4. To re-assign the primary owner on the account, select the newly created owner's name once to highlight their name in green. Then select the star button in the lower right corner of the widget. This owner will then update the Patient Reserve.
Helpful Tip
You can attach a referral veterinarian to the patient record as well. For more information, check out Choose Action: Adding a Referring DVM (rDVM).
If the patient is being transferred to new ownership, check out Patient Dashboard: Changing Patient Ownership for more information.