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    ezyVet

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      Appointments

      • Getting started

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  9. Make, change, and cancel appointments

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Make, change, and cancel appointments

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Change the staff member of appointments to a different staff member

If you want to change the staff member of a set of appointments, you can use the Records dashboard tab.

To change the staff member, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Appointment.
    The Appointment record type
  4. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to Has Resource.
    The Has Resource filter
  6. Set the Has Resource filter to the person who has the appointments.
    An example person of the Has Resource filter
  7. Select Show Records.
    The Show Records button
    ezyVet shows the applicable records.
  8. Select the applicable records.
  9. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To change all records of the search results, select All. To change only the records that you selected, select Selected.
  10. In the Action list, select Resource - Change.
    The Resource - Change setting
  11. Select Action.
    The Action button
    ezyVet shows the Change Appointment Resource dialog box.
  12. In the To Resource box, select the staff member who will receive the appointments.
    The To Resource box
  13. Select Confirm Resource Change.
    The Confirm Resource Change button
    ezyVet shows information about each appointment that ezyVet will move:
    information about each appointment that ezyVet will move
  14. Select Change Appointment Resource.
    The Change Appointment Resource button
    ezyVet shows a confirmation message:
    A confirmation message
The different staff member has the appointments.
Parent topic: Make, change, and cancel appointments
Related concepts
  • Video: Make an appointment
  • Video: Make changes to an appointment
  • Video: Cancel an appointment
  • Video: Make a recurring appointment
  • Video: Make changes to a recurring appointment
  • The relation between appointment reason notes and clinical record notes
  • Automatic veterinarian selection when you make an appointment
  • Prevent new appointments for a client
Related tasks
  • Make an appointment
  • Make changes to an appointment
  • Cancel an appointment
  • Make a recurring appointment
  • Make changes to a recurring appointment
Procedure
ezyVet

Last updated: July 31, 2024

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Related Articles:

  • Make, change, and cancel appointments
  • Make an appointment
  • Video: Make an appointment
  • Make changes to an appointment
  • Video: Make changes to an appointment
  • Cancel an appointment
  • Video: Cancel an appointment
  • Make a recurring appointment
  • Video: Make a recurring appointment
  • Make changes to a recurring appointment
  • Video: Make changes to a recurring appointment
  • The relation between appointment reason notes and clinical record notes
  • Automatic veterinarian selection when you make an appointment
  • Prevent new appointments for a client

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