16.5. Volume Client Owners

*THE BIG WHAT
Volume Client Owners are individual public owners listed underneath a volume client appointment. This could include pet parents through volume client’s transport or adoption.

What is a Volume Client Owner (VCO)?

Within a volume client appointment, there is a section specifically for listing the owner of the animal. When an owner is listed within the volume client appointment it creates the “Volume Client Owner.”
The volume client or rescue/shelter group should NOT be listed as the owner in the field. The owner is someone other than the volume client.

Don’t forget!
Always follow the Clinic HQ Cardinal Rule: Schedule the appointment under the client bringing you the animal.

*Volume Client Owners – the VCO is the owner listed on an animal’s appointment under the Owner section. A VCO is not the same as the VC.

When the volume client owner is added to an appointment it will create a public client profile for that person. The owner can be added to the appointment from the volume client portal or by the clinic from the appointment’s checkout screen.

Volume Client Owners in the VC Portal

Your volume client can log into their portal and enter animal data. While entering animal data they can also add an owner for that animal. When the VC adds an owner, this will create a public profile for that person.

Volume clients can add an animal's owner

Sending Consent Forms to VCO
The volume client will then be able to send the consent form to the volume client owner.

VC Sends Consent to Owner

Volume client animal is adopted after being seen at your clinic. How to get the record under the new pet parent.

In the scenario when a volume client animal is adopted in the pet parent may bring the angle back to your clinic the record should be under their name. There’s no need to merge the animal in this case all you would need to do is edit the previous visit where the animal was seen at your clinic under the volume client. Here’s what you need to do:
1. Go to Clients > Search Clients/Animals. Search and locate the prior animal appointment.
2. Edit the previous visit.
3. From the Checkout screen, Appointment tab, scroll down to the Owner section.
4. Click Set Owner and enter the new owner information.
Once the owner is added to the animal record, new appointments where the pet owner is bringing the animal should be booked under the Public Client.

Add an owner to an existing volume client animal record