Add clients & patients

Clients are the people your practice works with. Patients are the animals in your care. You can register both before an owner has a Petus account. These tools require access to your practice workspace.

Register a patient

1. Open Clients and search for the person first. If needed, choose Add client and save their details.
2. Open Patients and search for the animal before creating another record.
3. Choose Register patient, enter their details, and select the client.
4. Open the saved patient. Use Book appointment for a future visit, or Start visit when beginning care. An existing visit appears as Open episode.

An episode is the record of a visit. Booking an appointment and opening an episode are separate actions; checking in opens the appointment's visit.

Connect the owner to Petus

For a patient whose owner is not linked, choose Connect owner, then Copy link. Give that link directly to the owner. They sign in and confirm the patient is theirs. The link is valid for 24 hours.

Entering an email address in a client record does not create a login or silently connect an existing account. The owner completes the connection.

If a patient is missing

Check the selected practice and search the patient and client names. If the owner already uses Petus, confirm that the intended record has been shared or connected before creating another patient.

See data access and custody for the difference between owner-shared information and the practice's own clinical records.