Question: How to configure Client Classifications? How do I add client classifications to a client?
eVetPractice gives you the ability to create client types or put your clients into categories by using Client Classifications. Examples of client classifications are referral, rescue, location A, location B, etc. These classifications can be setup by following the steps below.
From your Gear Icon, select Client Classification
Then you may select Add Client Classification
Here you will be prompted to enter a Code and Name. The code and name can be anything of your choosing.
In some cases, you may need to relocate a Client Classification to a different Client Classification. If so, select Relocate Client Classification. Then select which classification(s) you would like to relocate and the classification you would like it(them) to be in. You also have the ability to delete a source after relocating it by checking off "Delete source after relocation".
Adding Client Classification to a client
Once you have added client classifications, you can assign a classification to a client by navigating to their client profile and selecting the Client Classification from the Classification drop down box located in the General Information section.