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ezyVet

Getting started

Clients

Patients

Appointments

Getting started

The ezyVet calendar

The calendar screen

Video: The calendar screen

Calendar view modes

Video: Calendar view modes

Calendar controls

Change the calendar interval

Calendar resources

Make, change, and cancel appointments

Appointment icons

Appointment colors

Appointment statuses

Appointment types

Planning guides

Send appointment messages, forms, and reminders

Virtual appointments

Find and show appointment information

Appointments and travel invoicing

Boarding

Kiosk: Easy client check-ins

E-booking

Appointment status configuration

Appointment type configuration

Calendar configuration

General configuration of appointments

Integrations for appointments and telemedicine

Appointments troubleshooting

Products

Veterinary care

Invoicing

Payments

Refunds

Financial controls

Xero

Insurance

Document management

File attachments

Printing

Electronic signatures

Inventory

Staff management

ezyVet administration

Reference information

Customer support information

Release notes

Glossary

ezyVet for partners

Vello

ezyVet Scan

ezyVet Go

Vet Radar

ezyVet Data Lake

IDEXX SmartFlow

ezyVet Connect

Knowledge Center: New and published

Pilot features

The calendar shortcut menu

To quickly and easily get access to many commands and functions directly from a calendar appointment, use the calendar shortcut menu. To show the shortcut menu, right-click a calendar appointment.

The calendar shortcut menu — Figure 1. The calendar shortcut menu

These are examples of tasks that you can do directly with the shortcut menu:

Make changes to appointment information (for example, the appointment date and time)
Change the appointment status
Open the appointment's patient record or client contact record
Open the appointment's clinical record
Send SMS messages and send email to the appointment's client
Print documents (for example, consent forms and labels)
Receive payment from the appointment's client
Do client callbacks

Note: The commands that the shortcut menu shows are related to:

ezyVet configuration that a practice manager did
The integrations that a practice manager configured

For example, the shortcut menu only shows Send to Vet Radar if your organization uses Vet Radar with ezyVet. And the shortcut menu only shows document templates and label templates if a practice manager selected For Context Menu in the template configuration.

ezyVet

Last updated: July 31, 2024

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