Question: How does eVetPractice recommend setting up clients for rescue organizations?
You may have a rescue organization that you work with which can result in a large amount of patient records and payment history information. In some cases this can span years which can make it challenging to view and look through the client's history.
When you have a client such as this you may need to try the following.
Create a new client quarterly or monthly.
For example you would create "Happy Rescue June 2021" and all of the patients and transactions for that month would remain under this client. Before the end of the current month you would create a new client and change the name to be "Happy Rescue July 2021". At the start of the new month you would process all patient activity in the new client record.