Next Gen - Merge a pet to another client

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 get a prompt asking if you want to transfers (Select "Yes Sure")


    • 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 search a pet or a client?

      1) Use the search bar on the top right corner of the page. You can use the patient / Client Id , phone number , address, microchip Id, or the patient/ client name. Search option n VETport is like Google search and will get you to the closest results ...
    • Next Gen - Clients & Patient Search

      How to Search Client's & Patient's on Next Gen ? Please find the types of client's & patient's search: 1: Client ID 2: Client First & Last name 3: Client registered E-mail ID 4: Client Register Phone Number 5: Patient Record No 6: Patient Name 7: ...
    • 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 ...
    • 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 ...