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          • 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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  9. Make, change, and cancel appointments

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Make, change, and cancel appointments

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The relation between appointment reason notes and clinical record notes

When you make an appointment, you can add notes to the appointment record. An appointment record has two types of notes that you can use to record appointment information. You can add appointment reason notes. And you can add clinical description notes.

Appointment reason notesCopy

Use appointment reason notes to record general information about why the appointment is necessary. A receptionist usually adds appointment reason notes.
Figure 1. Appointment reason notes

Appointment reason notes
After you save the appointment, ezyVet automatically makes a copy of the appointment reason notes in the presenting problem notes of the related clinical record:
The relation between appointment reason notes and the clinical record
Note: ezyVet makes the copy after you initially save the appointment. If you subsequently change the appointment reason notes of the appointment, ezyVet does not automatically change the related presenting problem notes. And if you change the presenting problem notes of a clinical record, ezyVet does not automatically change the appointment reason notes of the source appointment.
Appointment reason notes show in the REASON area of the pop-up window shown when you hover over the appointment in the calendar:
The REASON area of the pop-up window of a calendar appointment

Clinical description notesCopy

Use clinical description notes to record information about the clinical problems of the patient when you make the appointment. A veterinarian usually adds the clinical description notes.
Figure 2. Clinical description notes

Clinical description notes
After you save the appointment, ezyVet automatically makes a copy of the clinical description notes in the presenting problem notes of the related clinical record. If you subsequently change the clinical description notes of the appointment, ezyVet automatically changes the related presenting problem notes. And if you change the presenting problem notes of a clinical record, ezyVet automatically changes the clinical description notes of the source appointment.
The relation between clinical description notes and the clinical record
Clinical description notes show in the PRESENTING PROBLEM(S) area of the pop-up window shown when you hover over the appointment in the calendar:
The REASON area of the pop-up window of a calendar appointment
Note: When you make an appointment, you can also select a related clinical record. (As a result, it is not necessary to make a clinical record at the same time that you make the appointment.) In this condition, ezyVet always automatically copies the presenting problem notes of the clinical record to the clinical description notes of the new appointment.
Note: When you make an appointment, you can enter appointment reason notes and clinical description notes. In this condition, ezyVet only copies the clinical description notes to the clinical record.
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
  • 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
  • Change the staff member of appointments to a different staff member
  • Make a recurring appointment
  • Make changes to a recurring appointment
Tasks
  • Make an appointment

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  • The relation between appointment reason notes and clinical record notes

    • Appointment reason notes

    • Clinical description notes

ezyVet

Last updated: November 9, 2024

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Related Articles:

  • Make an appointment
  • 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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