Question: How can clients be split up based on their location or home practice? How to use client classification as location?
By utilizing Client Classification in eVetPractice, a prompt can be enabled to select a default location.
When this is enabled, it prompts you to choose a default location (classification) and then any new clients created in that session will be set to that classification by default.
To enable this feature, navigate to the Gear > General Settings > Miscellaneous Settings > "Use classification as location". You will then want to make sure your client classifications are added and active. They will be displayed alphabetically in the dropdown.
To switch the active default location at any time, you can click on the house icon in the navigation panel located at the top right of the page. You will then be prompted to select an active provider.
How to configure Client Classifications?