Species and breeds

Create and update the default species and associated breeds to be used in patient setup.

Setup new species and breeds

1. Lists > Species > New
2. Enter a Species ID and description.
3. Choose Small or Large for species type.
4. If needed, choose Herd option to prevent weight, birth date and patient born in alerts from displaying on herd records. Selecting this will also prevent printing of patients’ weights and birth dates on monthly statements.
5. To add a breed, select the associated species and click Update.
6. In the Breeds section, click Add.
7. Enter a Breed ID and description and click OK.
8. Repeat steps 6 and 7 to add additional breeds.
9. Click OK to save and return to the Species List.

Updating species and breeds

1. Lists > Species > select a species in the list and click Update.
2. Make any necessary changes for species.
3. For breeds, select the associated species, click Update, and do one of the following:
   • Click Add to create a new breed for this species.
   • Select a breed and click Update.
4. Enter Breed information and click OK.
5. Repeat steps 3 and 4 to add additional breeds.
6. Click OK to save and return to the species list.

Delete species and breeds

1. List > Species > select a species.
2. To delete the species, click Delete.
3. To delete a breed, select the associated species and click Update.
4. Select the breed in the list and click Update, then Ctrl-D.
5. Click Yes or No when prompted to confirm the delete.
6. Click OK.

Additional information

Related Reports

• Initial Patient Setup Report
• Client and Patient Report Builder
• Client/Patient Master Report
• Patient by Name Report (list of patients by breed)