Legacy - what to do when client does not want to share their e-mail address ?
There will be cases where the client doesn't wish to share his/her e-mail address Or they don't have an e-mail address at the moment. VETport allows you to add the client without this information and also make sure that the client is not asked for an e-mail address again.
Client Declines to give E-mail Address
On the Add Client page can check the box "Client declines to give e-mail". This will show a note in the dashboard indicating that the client has declined to give the e-mail address.
If you check the box "Generate Internal Email". The system generates a dummy e-mail address for the Client record, no message is shown on the dashboard.
Regardless of the option checked. You can always edit client file and update the e-mail address in future.
NextGen - what to do when client does not want to share their e-mail address ?
>> If the client declines to provide their email address check the box that reads "Client declines to give Email". You can select this by editing the Client's profile or while registering them.
Legacy - If the Client is not in the database - Add Full Client Information
In case where the client is not in the system you can add the client information Alternate way to Add new client. Click on Registration >> Add Client Adding Client details Fill general details in Client Form. Red highlighted fields are mandatory ...
Legacy - Add Client
Registering a Client Navigation Registration Like to Adding a Client Add Client 1) Enter client information • The text boxes lined with red are required fields • When entering information in text fields avoid &, ', ". ^ symbols. 2) Entering zip code ...
Legacy - Basic Client Access
The Client can login into the vetport login widget using their email address and their default password as sent in the email to them when they had registered as a client at the hospital. 1 - The Client can go in change the password and then has basic ...
NextGen - How do I change a client/pet owner's email address ?
1) Navigate to the client's account which you would want to change the email address for and click on the modify client details icon as shown below. 2) change the email address and click on save to save the changes.