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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.

Figure 1. The calendar shortcut menu

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.