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Configure an appointment type for virtual appointments

Before staff can use virtual appointments, a practice manager must configure an applicable appointment type.

Make sure that you configure the Zoom integration.
To configure an appointment type, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Settings.
    The Settings setting in the settings list
  3. Select Appointment Types.
    The Appointment Types setting
    ezyVet shows the New Appointment Type screen.
  4. In the Name box, enter a name for the appointment type.
    Name the virtual appointment type.
    Tip: Use a name that makes it easy for staff to see that the appointment type is a virtual appointment type. For example, enter Zoom (virtual).
  5. In the Properties section, set Needs a client, Needs an animal, and Needs a clinical record all to YES.
    Applicable settings in the Properties section.
  6. If necessary, set Send Confirmation to YES.
    The Send Confirmation setting
    Note: If you set Send Confirmation to YES, ezyVet sends an email or SMS confirmation:
    • Immediately after you make a virtual appointment
    • If you change the date of an existing virtual appointment
  7. In the Virtual Appointment Settings section, set Is virtual appointment to YES.
    The Is virtual appointment setting
  8. Set Select Provider to Zoom.
    The Select Provider setting
    Note: The Select Provider setting also shows Amazon Chime. Do not select Amazon Chime. It does not have a function.
  9. Refer to Video call settings to make the remaining settings.
    Table 1. Video call settings
    SettingDescription
    Start video when host joinsIf you set this to YES, the video call starts when the person who made the virtual appointment connects to the call.
    Password requiredIf you set this to YES, the call participants must enter a password to connect to the call. ezyVet automatically makes the password when you make a virtual appointment.
    Note: If necessary, you can manually enter a different password when you make the appointment. For more information, refer to Make a virtual appointment.

    If you set this to NO, the virtual appointment uses the Default Password setting of the Zoom integration. If Default Password is set to Animal Name or Contact Name, call participants must the enter applicable default password to connect to the call. For more information refer to Configure the Zoom integration.

  10. Select Save.
    The Save button
ezyVet has a configured appointment type for virtual appointments.