This article will explain how you can edit patient data.
- Search for the patient. This can be done either from the main search box at the top (select “Patient” in the search dropdown), or from the “Animals” tab on the client information. Once you have found the correct patient, simply click to open their file.
- Select the patient data tab.
- Here you can add, change and also remove information about the animal. You will find more information below about the different options.
- After changing the patient information, don’t forget to click Save at the bottom.
When you edit an existing patient you have to save changes to patient identification section separately. So ensure that you click Save before and after editing identification information, otherwise, the system will give priority to the identification information and will forget any other information you updated.
What patient information can I edit?
Note: As mentioned above, we advise you to add or adjust identification of a patient first when you edit an existing patient, and save the changes before entering other information.
- Click on to add new identification (such as a chip number or tattoo), for this patient.
- In the pop-up screen, click on the dropdown below “description” first and select the type of identification that you are adding.
- The “date” field represents the date that the identification was created. When you select “microchip number”, the date refers to the date the microchip was injected. When you select “passport”, the date refers to the date the passport was given out by the veterinarian to the first owner.
- “Number” refers to the actual identification number.
- “Position” is used to reflect where specifically on the patient´s body the identification mark is present.
Explanation of all the patient data fields
|Field Name||Information||In patient box?||On invoices?|
|Patient number||Animana's unique patient ID number. This is fixed, it cannot be edited.||No||No|
|Name||The name of the patient.||Yes||Yes|
|Class||Select the correct class. The class you select will determine the options for species in the next field.||No||No|
|Species||Enter at least two characters to start a search. You can only choose from search results; you cannot create new species. Alternatively, if you do not remember the species, press the spacebar twice and a list of species belonging to the selected class will appear. The species you select will determine the options for breed (the next field).||Yes||Yes|
|Breed||Enter at least two characters to start a search. You can only choose from search results. Alternatively, if you do not remember the breed, press the spacebar twice and the list of breeds belonging to the selected species will appear. You can also create a custom breed for this patient (however, it will not be added to the list for next time). Before you add a new breed, please double check your spelling, (all breeds should be on the list)||Yes||No|
|Crossbreed||Select "yes" if the patient is a crossbreed, the default value is "no".||Yes|
(If it's a crossbreed)
|Gender||Select the correct gender from the list. |
= neutered male
= neutered female
|Born on||Enter the patient's date of birth, either manually or by clicking the calendar icon and picking a date.||Yes|
(Current age is displayed)
|Died on||If the patient has died, enter the appropriate date the patient died. Entering a date here will automatically set the patient as "inactive".||Yes|
(Deceased icon is displayed)
|Visible notes||Enter notes which you'd like to be clearly visible in the patient box in the left sidebar. This can be used for important information and warnings such as patient allergy information.||Yes||No|
|Hidden notes||Enter additional information of this patient, such as travel history.||Yes|
(Displayed as exclamation mark icon, hovering over it will show the notes)
|Identification||Enter an identification of the patient by clicking on the '+' icon. In the pop-up screen, click on the dropdown below “description” first, then select the type of identification that you are adding. The “date” field represents the date that the identification was created. “Number” refers to the actual identification number. “Position” is used to reflect where specifically on the patient's body the identification mark is present.||Yes||Yes
(Only microchip number is displayed)
|Subscription||Enter a subscription by clicking on the '+' icon.||No||No|
|Veterinarian||Select a preferred veterinarian from the list. When set, creating a new appointment will automatically select this veterinarian.||No||No|
|Caretaker||Sometimes horses or herds have a caretaker - someone other than the owner who takes care of the animal. If applicable, select a caretaker from the dropdown. If they are not in the list, go to the relevant caretaker's client data tab and mark them as a monthly account holder (in the "Financial" tab). The caretaker will then be displayed at the top of the patient file.||No||No|
|Colour||Enter at least two characters to start a search. Choose a colour from the search results. Alternatively, press the spacebar twice and the list of colours will appear. You can also create a custom colour.||Yes||No|
|Fur||Enter at least two characters to start a search. Choose a fur type from the search results. Alternatively, press the spacebar twice and the list of furs will appear. You can also create a custom fur for this patient by selecting the option "custom fur" and entering a fur type between the brackets. Before you do, first double check the spelling, because all fur options should be in the list. The custom fur will not be added to the list for future use.||No||No|
|Usage of animal||Enter at least two characters to start a search. Choose an animal usage type from the search results. Alternatively, press the spacebar twice and the list of usages will appear. You can also create a custom usage for this patient by selecting the option "custom usage" and entering the usage between the brackets. Before you do, first double check the spelling, because all usage options should be in the list. The custom usage will not be added to the list.||No||No|
|Descent||Enter the name of the parents of this patient in this field. Relevant for pedigree dogs and horses.||Yes||No|
|Height||Enter the height of the patient. Select 'cm' or 'm' in the dropdown.||No||No|
|Separate invoice||Select if you want a separate invoice for this patient by default. If the client has a consultation with multiple animals, this patient will receive a separate invoice. This option is recommended for patients with insurance.||No||No|
|Exclude from monthly invoice run||Select if you want this patient to be excluded from your monthly invoice runs.||No||No|
|Insurance||Select an insurance company and the policy number.||Yes|
(Displayed as umbrella icon, hovering over it will show the information)
|Status||By default, the patient status is "normal". You can change the status manually, for instance, if a patient is missing or has moved.||Yes||No|
|Start date||The date the patient file was first created.||No||No|
|Active||By default, "yes" is selected to indicate that the patient is current. Select "no" if you want to deactivate the patient. Note that mailings or reminders are not generated for inactive patients.||No||No|
|Button: Add Picture of Patient||Click the button to add a picture of the patient.||Yes||No|
|Button: Health Plan||Click the button to add a health plan to this patient. You can choose from health plans that you have set up in your account in Extra > Products > Health Plans.||Yes||No|
|Button: Move Patient||Click the button to move the patient to a new owner. Follow the simple instructions to link the patient to the new owner.||Yes|
(Displayed as hidden note)