userdocs:how-to:ch5:home

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userdocs:how-to:ch5:home [2017/11/08 15:48] – lperrymanuserdocs:how-to:ch5:home [2017/11/09 20:06] (current) – lperryman
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-**How to: Create a New Referral for a New Client** +======Chapter 5: Client Services======
- +
-Click the New Referral button from the top of the site screen. +
-  +
-NOTE: THE PORTAL IS NOT TO BE USED FOR EMERGENCIES. +
-Before creating a new client account, the referring vet should first check the existing client accounts in order to prevent duplicates. +
- +
-{{ :userdocs:how-to:ch5:client_name_drop_down.png |}} +
-  +
-If the client does not already have an account, under Client Information, select the “create new” button.  The Referring Vet will enter the Client information into the fields.   +
- +
-{{ :userdocs:how-to:ch5:create_new_client.png |}} +
-  +
-Once the client information is entered, the Referring Vet will scroll down to the patient information section and begin entering the patient information.   +
-Submit when finished.  The Referral will now be available to view under the current referrals tab. +
  • userdocs/how-to/ch5/home.1510156110.txt.gz
  • Last modified: 2017/11/08 15:48
  • by lperryman