Configure a user account to automatically change communication record statuses
ezyVet can automatically change the status of a communication record that has Pending status to a different status. ezyVet can automatically make the change when a staff member opens the communication record. A practice manager can do the configuration for an ezyVet user account.
Note: You can also select a Pending Communication Default setting for an ezyVet site. If you use the Pending Communication Default setting with an ezyVet site and a user account, ezyVet uses the setting of the user account. The user account setting overrides the site setting.
- Select Admin.
- In the settings list, select Users/Resources.
- Select Advanced Settings.
- Select the applicable Pending Communication Default setting.
- Select Save.
- If a communication record has a Pending status, ezyVet senses the possible new status when you open the record
- If applicable, ezyVet changes the status of the record