Client Co-owners
Multiple co-owners may be added. Navigate to any client in Vetspire.
Add any co-owners to the chart by selecting ADD CO-OWNER.
Complete the Name, Relationship, and Email Address and Notes.
Select if the co-owner should receive email Reminders.
THE CO-OWNER IS AUTOMATICALLY SAVED. THERE IS NO Save BUTTON.
THE CO-OWNER IS NOT SEARCHABLE USING THE PATIENT SEARCH.
A co-owner may be deleted by clicking the DELETE button in the upper right-hand corner of the panel.
Ownership Percentage
When an ownership percentage is added, each co-owner may contribute to the payment of the invoice.
Once the co-owner is added and linked to a patient, select CHECKOUT on the invoice. Select the Payer and begin the check out process.
Based on the percentage that the co-owner has the invoice will auto-calculate their amount due. EXAMPLE: 50% OWNERSHIP = 50% OF THE INVOICE WILL BE PAID BY EACH CO-OWNER.