Left sidebar: Information that you can use for record search
The left sidebar has a search box that you can use for record search. To find records, you can enter many different types of information in the search box. The search information that you can enter and the results shown are related to the different record types that ezyVet has.
Contact record search
- Code
- First name
- Last name
- First name of the Secondary Contact
- Last name of the Secondary Contact
- Business name
- Website
- Email addresses
- Mobile phone numbers
- Landline phone numbers
- Fax numbers
- The name of a contact method
- Physical addresses
- Postal addresses
- The information of custom fields added to the record
Tab | Function |
---|---|
Active | Shows enabled records. |
Bus | Shows records that have a Contact Type of Business |
Ind | Shows records that have a Contact Type of Individual |
I/A | Shows disabled records. |
All | Shows all records. |
Invoice search
- Invoice number
- Business name
- First name of the related client
- Last name of the related client
- Code of the related contact record
- Order number
- Comments
Tab | Search results |
---|---|
NRB | Shows invoices that have the Not Ready For Billing condition |
U/A | Shows unapproved invoices. |
A | Shows approved invoices. |
S | Shows approved invoices that are emailed or faxed to clients. |
N/S | Shows approved invoices that are not emailed or faxed to clients. For example, if you approve an invoice but do not email it to a client from ezyVet, it shows in the N/S tab. |
C | Shows completed invoices. Note: A completed invoice is an invoice that is approved and paid. |
All | Shows all records. |
I/A | Shows disabled records. |
Product search
- Product code
- Product name
- Product description
- Product group
- Barcodes
- Supplier codes
Tab | Search results |
---|---|
Active | If you select Active, ezyVet shows your product records that are enabled. |
I/A | If you select I/A, ezyVet shows your product records that a practice manager disabled. |
All | If you select All, ezyVet shows all of your product records. |
Patient record search
- Code
- Microchip number
- Rabies tag number
- Patient name
- First name of the owner
- Last name of the owner
- First name of the Secondary Contact
- Last name of the Secondary Contact
- Species
- Breed
Tab | Search results |
---|---|
Active | Shows enabled patient records. |
I/A | Shows disabled patient records. |
Deceased | Shows deceased patients that are deceased. |
All | Shows all patient records. |
Clinical record search
- Consult number
- Code
- Microchip number
- Rabies number
- Patient name
- First name of the owner
- Last name of the owner
- Species
- Breed
Tab | Search results |
---|---|
Recent | Shows clinical records made in the most recent month. |
Active | Shows enabled clinical records. |
I/A | Shows disabled clinical records. |
All | Shows all clinical records. |
ezyVet records a date change when you change the text content of the clinical record. ezyVet does not record a date change when you change the file attachments of the record.
Purchase order search
Tab | Search results |
---|---|
U/A | Shows unapproved purchase orders. |
A | Shows approved purchase orders. |
S | Shows purchase orders that are correctly sent to a supplier. |
N/S | Shows approved purchase orders that are not sent to suppliers. For example, if you approve a purchase order but do not email or fax it to a supplier from ezyVet, it shows in the N/S tab. |
PR | Shows purchase orders that have some quantity of the applicable inventory received. |
R | Shows purchase orders that have the full quantity of the applicable inventory received. Note: When a purchase order shows in the R tab, it does not have a related receive invoice. |
C | Shows purchase orders that are fully received. |
All | Shows all records. |
I/A | Shows disabled records. |