Viewing Patients against a client

Created by David Joyce, Modified on Wed, 15 Sep, 2021 at 12:06 PM by David Joyce

Sometimes when viewing your clients information you might want to also view all the patients attached to this client, this can be easily done from the Customer Edit screen.


  1. Find the client you want to check on
  2. Click View
  3. When when Quick View has loaded, you can view all the patients and start a consult for any of them, in order to view their history, simple click Edit
  4. When the client has loaded click Patients
  5. From here you can click view on all the Patients and see their history




You can also view any patient history from the consult screen, read this article to find out more



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