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Searching with the Side Panel

How to use the right side panel's search to find and switch between client and pet profiles, including inactive patients.

The Flow side panel allows for viewing of client and pet data.

To begin using the side panel, click the arrow to open the side panel or click on the 🔍 icon to utilize the client/pet search function. The side panel can be opened and closed at any time for ease of use.

Screenshot 2023-11-03 at 12.39.46.png
Screenshot 2023-11-03 at 12.39.46.png

After searching and locating the desired client, toggle between Client and Pet Profiles by clicking on either the paw or the person icon.

Screenshot 2023-11-03 at 12.40.04.png
Screenshot 2023-11-03 at 12.40.04.png

To search for inactive or deceased patients, click on Show Inactive Patients.

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