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Refer Patient screen: Client Information section

Veterinarians can use the Refer Patient screen to refer patients to a specialty or emergency practice. The Client Information section of the screen has information about the client and the client contact record.

Note: Specialty and emergency practices can change the boxes that show in the Refer Patient screen. As a result, the sections can be different when you refer patients to different practices.
Note: Specialty and emergency practices can change which boxes are necessary for you to use. Each box that is necessary to use has an asterisk (*) adjacent to its name.

This image shows an example of the Client Information section:


Example of the Client Information section

Boxes of the Client Information section

This table gives each box in the Client Information section and how to use it.

BoxHow to use box
First NameUse First Name to enter the first name of the client.
Last NameUse Last Name to enter the last name of the client.
Address Use Address to enter the primary address of the client.
Address 2Use Address 2 to enter the second address of the client.
City Use City to enter the city of the client.
StateUse State to select the state of the client.
Alternate First NameUse Alternate First Name to enter the alternative first name of the client.
Alternate Last NameUse Alternate Last Name to enter the alternative last name of the client.
Primary PhoneUse Primary Phone to select the primary phone number for the client.
Mobile PhoneUse Mobile Phone to enter the mobile phone number of the client.
Home PhoneUse Home Phone to enter the home phone number of the client.
Work PhoneUse Work Phone to enter the work phone number of the client.
E-mail AddressUse E-mail Address to enter the email address of the client.