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            2026 Training Video| Search for Clients and Patients

            Modified on Thu, Jul 9 at 1:56 PM

            Helpdesk Knowledge Base · Petly Plans · Training Videos

            Training video: Search for clients and patients

            Updated 2026Applies to: Petly Plans · All Staff · NavigationReading time: ~1 min

            This video reviews the ways you can search for clients and patients within IDEXX Petly Plans.

            Search for Clients and Patients in Petly Plans
            Petly Plans Training Series · 2026
            Click to watch on IDEXX Learn

            Search for Clients and Patients in Petly Plans

            Hosted on IDEXX Learn · Recommended for all staff members
            Training VideoWatch now

            What this video covers

            This snippet walks through the available search methods in Petly Plans, showing staff how to quickly locate clients and patients by name, ID, or other criteria to find the right plan or profile.

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