Patients and Customers - Finding
Submitted by Guest on Mon, 27/07/2015 - 13:47
If you have already found your customer, then you can either select the patient from the Customers|Information screen, or you can click Patients in the top menu and use the Select button (useful if the customer is a boarding kennel and has 300 patients recorded).
However, if you are looking for a patient and have not already found the customer, then the best approach is not go via Patients|Information|Select, but rather Customers|Information|Select.
As shown below, if you omit any customer information, but provide some or all of the patient name, you will be shown all the matching patients, irrespective of owner.