When communicating with pet owners, fosters, and caretakers for pets scheduled under volume clients, it’s essential to provide appointment details directly to the person responsible for the animal. This ensures that the correct individual receives all the necessary information to properly care for the pet at the scheduled time.

Reminders for Volume Client Owners

1. Volume Client Owners cannot receive appointment “confirmations” since the appointment must be created first, then the VCO added to the appointment.
   The VCO can receive appointment “reminders.”
2. If you need a reminder to go to the Volume Client Owner, this should be its own reminder setup, separate from the Public Client or Volume Client communications. The VCO’s contact details/profile should have been added to the appointment by the VC via the Portal. Read more about setting up and sending reminders HERE..

Animal Records

When an owner is listed under the volume client it will create a public profile for that person. This means that the paperwork and records will include the volume client owner’s name and contact information.

Merging Volume Client Owners or Animals

Merging Volume Client Owners or Animals

In some cases, you may end up with more than one profile for volume client owner. Unfortunately, there’s no way to prevent this, so you may need to merge the public profiles. Read the instructions carefully on how to merge clients or animals HERE.
Tips:

1. You should never need to merge an animal record unless the animal has been seen under two different clients and has two separate animal IDs and medical records.
2. You should never need to use the Change Owner Tool when an animal is adopted or has an owner but was seen through the Volume Client.
   

Take-home Paperwork for volume client owners

1. To automatically send home paperwork to volume client owners, you will need to set up set up an automation under patient flow.
2. Read more about setup here.