Legacy - How do we transfer a pet from one owner to another

Launch the dashboard with the patient

Transfer 1121 to another client. The next step gets you to choose that client.

Search and select the client to transfer to

1-Enter the name of new client and search

2- Click on the name of client found

Execute the Transfer

How to transfer a pet when the client has not cleared the Cart Item

1. Click to Checkout Cart and then transfer the pet as detailed above.

transfer a pet to the client with cart.

• Related Articles

• Next Gen - Transfer Patient/Pet to another Owner

  In order to transfer Patient/Pet to another Owner, please access the Pet/Patient's file. On the Patient's Dashboard - Under Reports/Logs, you will find the option "Transfer Patient" as shown Below. 1>>  Click on the patient's name. 2>> Under ...

• NextGen - How to assign a new client(Owner) to a pet with the exsisting(Owner) client ?

  1) Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "Assign Client". > Reports/ logs >> Assign client. 2) Click on Add Client. 3) Search for the client, add the percentage of ownership and click on ...

• NextGen - How do we transfer a patient from one owner to another ?

  1) Navigate to the patient's account and scroll down to the widget that reads Reports / Logs and click on Transfer Patient.  2) Search and select the client name you want to transfer the patient. After the selecting the client >> Click on save.

• Next Gen - Merge a pet to another client

  How do I merge a pet to another client ? Step 1: Search for the pet Step 2: Click on the profile of the pet Step 3: Select Transfer Patient (Under Reports / Logs) Step 4: Search for the client, to which you want to merge the pet. Step 5: You would ...

• NextGen - How to find a Transfer Log of a patient if the patient is transfered to a new owner ?

  >> Navigate to the patient's account and look under the widget, "Reports / Logs". Click on the option "Transfer Log". >> Reports / logs >> Transfer log. >> Under this Log > You can find the Patient / old patient >> Old client /new client and transfer ...