Import Clients & Patients

Save time when adding clients and patients

When integrated, you can pull clients and patients into your Covetrus Platform with 3 simple steps.

  1. Click Add New Client in the left navigation bar
  2. Search for your client
  3. Select the client to start the import

Import_Client.jpg

 

To reduce steps for you, we also pull in all active patients at the time of client import.  You can always import a new patient later.

This is a one time pull of the client into the platform, this means if updates are made to a client or patient in your practice system they will not be automatically reflected in the platform. 

For clients, we pull in:

  • Name
  • Email
  • Phone number

For patients, we pull in:

  • Name
  • Species
  • Weight
  • Date of Birth
  • Gender

There may be times when your data is not recognized by our system. We will prompt you to update that information manually.

 

Please note: the platform works best when you have an accurate email address for the client.