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    ezyVet

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      Getting started

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      Clients

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      Patients

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      Appointments

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        Getting started

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          The ezyVet calendar

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          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

          • Change the staff member of appointments to a different staff member

          • 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

        • Appointment icons

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          Appointment statuses

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          Appointment types

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        Planning guides

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        Send appointment messages, forms, and reminders

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        Virtual appointments

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        Find and show appointment information

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        Appointments and travel invoicing

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        Boarding

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        Kiosk: Easy client check-ins

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        E-booking

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        Appointment status configuration

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        Appointment type configuration

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        Calendar configuration

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        General configuration of appointments

      • Integrations for appointments and telemedicine

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        Appointments troubleshooting

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      Products

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  1. Browse documentation
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  3. ezyVet
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  5. Appointments
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  7. 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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Make an appointment

To make an appointment quickly and easily, use the calendar screen.

If the appointment is for a new client or a new patient, make a client contact record or a patient record.
To make an appointment, do this procedure.
Note: This procedure gives only some of the available settings of a new appointment.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Calendar.
    The Calendar tab
    ezyVet shows the calendar.
  3. Use the date selection area to select an applicable date for the new appointment.
    The date selection area
  4. Adjacent to the date selection area, select the name of the applicable calendar.
    Calendar names
  5. At the applicable time in the calendar area, select an area momentarily or drag over an area.
    Tip: If you select an area momentarily, ezyVet automatically sets the appointment time to the same value that a practice manager configured in the related appointment type. If you drag over an area, ezyVet sets the appointment time to the range that you dragged over.
    ezyVet shows the New Appointment screen.
  6. If necessary, use the Appointment Type box to change the appointment type.
  7. If necessary, use the Date box, Start Time box, and End Time box to make adjustments to the date and time.
  8. In the Client box, select the applicable client.
    Note: If the client that you select has one related patient, ezyVet automatically selects the patient and adds their information to the appointment.
  9. If necessary, use the Patient box to select the patient.
    Note: When you select a patient, ezyVet could show a Found Recent Consult pop-up window. ezyVet shows the Found Recent Consult pop-up window if it finds one other appointment in a specified period that has the same patient and that has a clinical record. You can use the pop-up window to quickly and easily make a relation between the clinical record of the other appointment and the new appointment.

    A practice manager configures ezyVet with the information that it uses to make a decision about when to show the pop-up window.

  10. In the Reason for appointment box, enter information about why the appointment is necessary.
    The Reason for appointment box
  11. If necessary, use the Presenting Problem box to select a presenting problem.
    The Presenting Problem box
  12. In the Clinical Description box, enter applicable clinical information about the patient.
    The Clinical Description box
  13. Select Save & Close.
    The Save & Close button
    ezyVet shows a confirmation message:

The calendar shows the new appointment.
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 changes to an appointment
  • Cancel an appointment
  • Change the staff member of appointments to a different staff member
  • Make a recurring appointment
  • Make changes to a recurring appointment
Concepts
  • The relation between appointment reason notes and clinical record notes

Procedure
ezyVet

Last updated: July 31, 2024

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Related Articles:

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

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