Add Pet Patient

This guide will walk you through the process of adding a new animal patient to the PetMatrix system. This process begins by finding or creating the pet’s owner profile first.

Navigating to the Add Pet Patient

1. From the main navigation menu on the left, click on Registration.
2. A sub-menu will expand. Click on Add Pet Patient.

Step 1: Search for the Owner

You will be taken to the “Search Owner” screen. Before adding a pet, you must associate it with an owner.

• To find an existing owner: Use the search bar at the top of the screen. You can search by the owner’s name, phone number, or email address. As you type, the system will display matching results.
• Select the correct owner: Once the correct owner appears in the “Owner Information” section, verify their details (Name, Address, Phone, Email). Now, click continue to start adding the Pet Patient information.

• If the owner is not in the system: If your search yields no results, click the Create Owner button.

This will open the “Add Owner” form, allowing you to register the new client first. Once you save the new owner, you will be returned to this workflow to add their pet.

Step 2: Adding New Pet Patient

To add a new pet patient, click on the Registration tab and select the Add Pet Patient option.

Now search and select the patient owner and click Continue.

After clicking “Add New Pet Patient,” you will be directed to the “Add Pet Patient” form. Fill in the pet’s details. Fields marked with an asterisk (*) are mandatory.

This is the main section for capturing all of the pet’s details. Fields marked with an asterisk (*) are mandatory.

Basic Details:

• Patient ID: This is the unique identifier for the pet in the system.
  • Keep the Auto-generated code box checked to have the system assign a new ID automatically (recommended).
  • Uncheck the box if you need to enter a specific, pre-existing ID manually.
• Pet Name*: Enter the name of the pet.
• Species*: Select the pet’s species (e.g., Canine, Feline) from the dropdown menu.
• Breed: Choose the pet’s specific breed from the list.
• Pet Patient DOB*: Enter the pet’s date of birth by clicking the calendar icon or typing it in.
• Age: The system will automatically calculate and display the pet’s age in Years, Months, and Days based on the DOB you enter.
• Gender: Select the pet’s gender from the dropdown menu (e.g., Male, Female).
  • Neutered: Check this box if the pet has been spayed or neutered.
  • Neutered Date: If checked, enter the date the procedure was performed.
• Color: Select the pet’s primary color or coat pattern.
• Blood Group: If known, select the pet’s blood type from the list.
• Microchip ID: Enter the pet’s microchip number if they have one.
• Personality: Select one or more options to describe the pet’s temperament (e.g., Aggressive, Friendly, Nervous). This is important for staff safety and handling.
• Upload Image: Add a photo of the pet for easy visual identification. Click the Webcam button to capture a live photo or click the image icon to upload a file from your computer.

Insurance Information:

• Insurance Company: If the pet is insured, select the provider from the list.
• Insurance ID / Insurance Policy ID: Enter the pet’s policy or ID number provided by the insurance company.

Recording Medical and Other Notes

These sections are crucial for patient safety and effective care.

Patient Allergy:

This section is for recording any known allergies.

1. Allergy Name: Select a known allergen from the dropdown list (e.g., a specific food, medication, or environmental factor).
2. Comments: Add any additional details about the allergy, such as the type of reaction or its severity.
3. Click the Add button to log the allergy. You can add multiple allergies for a single patient.

Finalizing and Saving the Profile

After you have filled in all the necessary details, carefully review the information for accuracy.

• Click the Save button in the bottom-right corner to create the new patient profile for the pet.
• If you wish to exit without saving, click Cancel.

Once saved, the new pet patient will be registered in the system under their owner’s account, and you can begin managing their clinical records, appointments, and treatments.