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Configure an ezyVet site to automatically change the status of a communication record

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 site.

To configure a site, 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 System.
    The System setting
    ezyVet shows the System Settings screen.
  4. Select Advanced.
    The Advanced tab
  5. Go to the Misc section.
  6. Select the applicable Pending Communication Default option.
    The Pending Communication Default settings
  7. Select Save.
    The Save button
  1. If a communication record has a Pending status, ezyVet senses the possible new status when you open the record
  2. If applicable, ezyVet changes the status of the record
Note: You can also select a Pending Communication Default setting for a user account.