With the Profile and Settings feature, keeping client information organized and current becomes simple and reliable, enabling your practice to focus on delivering exceptional care while minimizing administrative effort.
Login to app.vetlogix.io with your user credentials. By default, you will land on the Clients section. If you are somewhere else within the desktop admin app, simply select the Clients option from the side navigation.
Locate the client you wish to update the information for and click the client name to open that record.
From within the view of the client you selected, select the Profile & Settings option.
Client Information section:
Here is where you can modify the name, client status (e.,g, change from 'active' to 'suspended' because payments for services are overdue), or add a service alert message (Note: any text entered in the “Service Alert Message” field will appear each time you create a scheduled event, work order, or invoice for that client).
Address section:
This is where you can update the client address and billing address information (if different). If the client and billing address are the same, simply select the option of "Same as client address" and it will auto-populate the address information from the client address box.
Contacts tab:
This is where you add or modify contacts for the client. You can add as many contacts as needed, as well as differentiate between the primary (default) contact and billing contact.
Locations tab:
This section is particularly valuable for large operations where a single client may oversee several distinct areas on one property or across multiple properties. When scheduling appointments for a client, this ensures the vet will arrive at the right location.
Financial tab:
This section is where you manage all client-specific financial configurations. These client-level settings override the practice’s default billing configuration to support individualized billing needs.
To learn how to configure practice settings, see Practice Management.
By default, the billing period for each client is set to Monthly, starting on the 1st day of the month. If your practice or client prefers consolidated statements over individual invoices, be sure to set the Billing Type to Consolidated Statements.
Miscellaneous tab:
Use this section to manage additional client information not covered in other tabs.
Notes section:
This final section is where you can add or modify any specific notes relating to this client. These notes will not appear anywhere else in VetLogix.
