Scheduling
4.18. Secondary Owners
Sometimes multiple people share responsibility for the same pet. To maintain accurate medical records, each patient in HQ must have one primary owner assigned to their account.
Sometimes multiple people share responsibility for the same pet. To maintain accurate medical records, each patient in HQ must have one primary owner assigned to their account.
How to Record a Secondary Owner
- Record the primary owner as usual.
- Add the secondary owner’s name in the animal’s notes section for reference.
- You may also include details in appointment notes (e.g., “Husband Dave is picking up”).
Important Notes
- Veterinary records are legal documents and must remain tied to a single primary owner.
- Secondary owner information is for reference only and is not searchable within HQ.
- This approach ensures records stay legally accurate while still allowing staff to note shared responsibilities.
4.17. Address Requirements & Special Circumstances
Addresses are often the most time-consuming data field to enter—sometimes taking twice as long as other client information. Asking for the address at the time of appointment booking helps spread out the workload and prevents delays during checkout, which is already a busy process.
4.19. Medication Pickups and Refills
Medication pickups and refills should be scheduled in HQ to help your clinic track when medications need to be prepared and when clients are expected to arrive.