Customers and patients
Customer and patient lists, detail pages, and record dialogs.
Platform
| Platform route | What can you do? | Key control or dialog |
|---|---|---|
/customers/overview | See customer summaries, segments, and attention items. | Record → Customer Detail. |
/customers | Search, filter, and list customers. | New customer; row/card → Customer Detail. |
/customers/[fp] | Open a shareable full customer page. | Patients, sales, finance, and other permitted tabs. |
/patients/overview | See patient summary, species breakdown, and attention items. | Record → Patient Detail. |
/patients | Search, filter, and list patients. | New patient; record → Patient Detail. |
/patients/[fp] | Open a shareable full patient page. | Clinical history, vaccines, diagnostics, sales, and other permitted tabs. |
Customers and patients
The customer/patient guide separates phone-result creation/connections, profile editing, health history, household/billing profiles and sample records.
A customer is an animal owner; a patient is an animal. Customer creation starts with a phone check. If the number belongs to an existing record or PetConnect account, the dialog directs you to the existing record or connection flow. Use Add Patient to associate a new patient with a customer. Create a patient step by step.
Detail dialogs
Customer Detail and Patient Detail show multi-tab details without leaving the list. Their full-page counterparts are the [fp] routes above. Edit Customer and Edit Patient change record information; Link Customer or Send Connection Request supports access/connection flows. Consequential actions such as Mark Patient Deceased require permissions and confirmation.
Visible tabs and edit actions can vary with your role and the record state. Customer and patient records.