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How do I make client or patient fields required or mandatory?

  • Updated

The system by default only requires the client's first and last names when entering a new client. However, you may wish to require more fields so that a client record cannot be saved unless this information is obtained. In order to change the settings following the instructions below:

  • Navigate to the Menu > Settings > Practice Setup > Data Fields.
  • This will bring you to a page where you can choose which fields should be required and which fields can be considered Key Fields.

Data_Fields.png

 

Key Fields

These are the fields that the system will review to see if the new client could possibly already be in your system.

  • By default the system will look to see if there is an existing client with the same First Name and Last Name.
  • Select additional fields by utilizing the CTRL key to highlight multiples.

Save_Key_Fields.png

  • If the system finds a duplicate, you will get a warning message (shown below) alerting you a client already exists and do you want to create the new client anyway.

Create_Anyway.png

  • Conflicting fields are highlighted in Yellow.
  • When this screen pops up you can either click Cancel and update the new client or see that they are already in the system and go to that record or you can click Create Anyway and you will have a new client despite these conflicts.

Client/Patient Required Fields

Here you can change which fields are required on the client and patient records. These fields will be shaded in blue when you go to add a new client or patient and you will not be able to save the record unless they are filled in. 

  • Name, Sex, Species, Breed, and Status are already required system defaults.

Required_Data_Fields.png

  • Select additional fields by utilizing the CTRL key to highlight multiples.
  • When adding a client and/or patient to the system, the required fields will be highlighted in blue. 
  • If trying to add without completing the fields the system will display a message.

Save_Requirement.png

NOTE: When adding a new client and patient directly from the calendar only First Name, Last Name, Email, and Phone Number are required for the client and Patient Name, Sex, Species, and Breed for the patient. Therefore, if you select that Address is required in the Data Fields section, you will not be able to use the quick add feature directly on the calendar to add new clients. You will need to go to the Client Management section and add the new client and pet there: Adding a New Client.

 

 

 

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