New Client / New Patient Appointment
Existing Client / New Patient Appointment
Existing Client / Existing Patient Appointment
When a user is submitting an Appointment Request, we will use the email or phone number to confirm if they match a client in your system. If so, we will pre-populate the patient selection for the user to select, also including an “Add New Pet” option. If matched to an existing client, the client name will be blue on the client request page and we will label them as an Existing Client / Existing Patient or New Patient. We will also recognize a client as an existing client if they submit the request via the App or Online Portal. If we cannot match an email or phone number to the request, those will be submitted as New Client / New Patient Appointment requests.