New feature: Vello Postcards east Read more

home

Browse documentation

Browse documentationLearn new skillsDiscover resourcesSee all integrations
search
search
Browse documentationLearn new skillsDiscover resourcesSee all integrations

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

search
thumbnail

Browse documentation

Browse documentation Contents

close
  • expand_more

    ezyVet

    • chevron_right

      Getting started

    • chevron_right

      Clients

    • chevron_right

      Patients

    • expand_more

      Appointments

      • chevron_right

        Getting started

      • chevron_right

        Planning guides

      • chevron_right

        Send appointment messages, forms, and reminders

      • chevron_right

        Virtual appointments

      • chevron_right

        Find and show appointment information

      • chevron_right

        Appointments and travel invoicing

      • expand_more

        Boarding

        • The Boarding dashboard tab

        • Boarding status icons

        • Steps to start and complete boarding

        • Make a boarding booking

        • Print a boarding label

        • Print a boarding consent form

        • Receive an in-person signature for a boarding consent form

        • chevron_right

          Boarding system configuration

      • chevron_right

        Kiosk: Easy client check-ins

      • chevron_right

        E-booking

      • chevron_right

        Appointment status configuration

      • chevron_right

        Appointment type configuration

      • chevron_right

        Calendar configuration

      • chevron_right

        General configuration of appointments

      • Integrations for appointments and telemedicine

      • chevron_right

        Appointments troubleshooting

    • chevron_right

      Products

    • chevron_right

      Veterinary care

    • chevron_right

      Invoicing

    • chevron_right

      Payments

    • chevron_right

      Refunds

    • chevron_right

      Financial controls

    • chevron_right

      Xero

    • chevron_right

      Insurance

    • chevron_right

      Document management

    • chevron_right

      File attachments

    • chevron_right

      Printing

    • chevron_right

      Electronic signatures

    • chevron_right

      Inventory

    • chevron_right

      Staff management

    • chevron_right

      ezyVet administration

    • chevron_right

      Reference information

    • chevron_right

      Customer support information

    • chevron_right

      Release notes

    • chevron_right

      Glossary

  • chevron_right

    Vello

  • chevron_right

    ezyVet Scan

  • chevron_right

    ezyVet Go

  • chevron_right

    Vet Radar

  • chevron_right

    ezyVet Data Lake

  • chevron_right

    IDEXX SmartFlow

  • chevron_right

    ezyVet Connect

  • chevron_right

    Knowledge Center: New and published

  • chevron_right

    Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Appointments
  6. arrow_right
  7. Boarding

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Boarding

chevron_right

Make a boarding booking

After a practice manager does the necessary configuration, you can make boarding bookings for patients.

  • Make sure that a practice manager configured the applicable boarding resource
  • Make sure that a practice manager configured the applicable billing triggers for the boarding resources
To make a booking, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Boarding.
    The Boarding tab
    ezyVet shows available boarding calendars of your site.
  3. If applicable, use the Department box to select the department that has the boarding facility.
    The Department box
  4. If applicable, use the Species box to show only the boarding facilities that can have bookings for the selected species.
    The Species box
  5. If necessary, use the date button to select a date.
    The date button
  6. In the booking calendar, select and drag the applicable date range.
    The booking calendar
    ezyVet shows a New Boarding Booking dialog box.
  7. In the Client box, select the applicable client.
    The Client box
  8. In the Patient box, select the applicable patient.
    The Patient box
  9. If applicable, use the Consult (Bill To) box to select an applicable clinical record.
    Note: Selection of a clinical record makes sure that ezyVet includes clinical procedures and clinical products in the same invoice that ezyVet automatically makes for the boarding booking. To automatically make an invoice for the booking, ezyVet uses the billing trigger of step 12.
  10. In the Location box, select the applicable physical area.
    The Location box
  11. If necessary, use the Comments box to enter general information about the booking.
  12. If necessary, use the Billing Triggers box to select a billing trigger.
    The Location box
    Note: If a practice manager configured the booking resource to use a billing rigger, the Billing Triggers box automatically shows the applicable billing trigger. If necessary, speak to your practice manager before you select a different billing trigger.
  13. Select Add.
    The Add button
    ezyVet shows a confirmation message:

ezyVet has the boarding booking. The boarding calendar shows the booking:
The boarding calendar and a booking
Parent topic: Boarding
Related concepts
  • Boarding status icons
  • Steps to start and complete boarding
Related tasks
  • Print a boarding label
  • Print a boarding consent form
  • Receive an in-person signature for a boarding consent form
Related information
  • Boarding system configuration
  • The Boarding dashboard tab

Procedure
ezyVet

Last updated: May 15, 2024

chevron_leftchevron_right

Related Articles:

  • Boarding
  • The Boarding dashboard tab
  • Boarding status icons
  • Steps to start and complete boarding
  • Print a boarding label
  • Print a boarding consent form
  • Receive an in-person signature for a boarding consent form
  • Boarding system configuration

ezyVet-footer

Need help?
Go to ezyVet customer support

Products

Tour

Features

Pricing

Book a demo

Browse integrations

Build an integration

Become an integration partner

System requirements

ezyVet Go

Solutions

General practice

Emergency

Specialty

Equine

Corporate groups

Universities

Production animals

Mobile

Resources

Customer stories

Blog

Events

Webinars

Tips and tricks

ezyVet TV

Starting a new practice

Customer referral

Support

Company

About us

Contact us

Careers

Community forums

Security

Merch

We’re here for you.

Terms and conditions Privacy policy Cookie statement Cookie list ezyVet sign-in
arrow_upward