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Configure a document template for easy access in the calendar

When you right-click a calendar appointment, ezyVet shows the calendar shortcut menu. A practice manager can configure a document template to show in the shortcut menu. As a result, staff can quickly and easily print documents directly from the calendar. And the documents automatically show the address and patient information of the appointment.

To configure a document template, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Templates.
    The Templates setting in the settings list
  3. Select Document Templates.
    The Document Templates setting
    ezyVet shows the configured document templates of your site.
  4. Find and select the applicable document template.
    ezyVet shows the settings of the document template.
  5. Select For Context Menu.
    The For Context Menu setting
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet shows the document template in the Print Form command of the calendar shortcut menu:
The calendar shortcut menu