Save time when adding clients and patients
When integrated, you can pull clients and patients into your Covetrus Platform with 3 simple steps.
- Click Add New Client in the left navigation bar
- Search for your client
- Select the client to start the import
To reduce steps for you, we also pull in all active patients at the time of client import. You can always import a new patient later.
This is a one time pull of the client into the platform, this means if updates are made to a client or patient in your practice system they will not be automatically reflected in the platform.
For clients, we pull in:
- Phone number
For patients, we pull in:
- Date of Birth
There may be times when your data is not recognized by our system. We will prompt you to update that information manually.
Please note: the platform works best when you have an accurate email address for the client.