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ezyVet Knowledge Center

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ezyVet

Getting started

Clients

Patients

Appointments

Products

Veterinary care

Invoicing

Payments

Refunds

Financial controls

Xero

Insurance

Document management

File attachments

Printing

Electronic signatures

Inventory

Staff management

ezyVet administration

Reference information

Customer support information

Release notes

Glossary

Vello

ezyVet Scan

ezyVet Go

Vet Radar

ezyVet Data Lake

IDEXX SmartFlow

ezyVet Connect

Knowledge Center: New and published

Pilot features

Contact record tabs

The screen of a contact record shows a set of tabs. Use each tab to find and show information about a person or organization. And use the tabs to do different types of tasks for clients, syndicates, and other organization types.

Contact record tabs — Figure 1. Contact record tabs

This table gives the name of each tab and its function:


Tab name	Function
Details	The Details tab shows basic information about the record. The information includes: Person or organization name Postal address and physical address Email address and website address Date of birth
Supplied	The Supplied tab shows information that is applicable to a product supplier. Example information shown includes: Freight methods Account information Tax rates
Related Records	The Related Records tab shows ezyVet records that have a relation to the contact record. Example records include: Invoice records Patient records Purchase order records Other contact records
Financial	The Financial tab shows financial information about a person or organization. The information includes: Completed invoices and in-progress invoices Unpaid invoices Recurring invoices Payments The Financial tab shows only in client contact records and syndicate contact records.
S.O.C.	The S.O.C. tab shows standard of care events of all patients of a client. The information includes: Dates of completed events Dates of due events Treatments and vaccinations
Wellness	The Wellness tab shows wellness plan information for all patients of a client. The information shown includes wellness plan memberships and benefits.
RVM –Medications	The RVM Prescriptions tab shows RVM information for patients of a client. Note: The RVM Prescriptions tab only shows for client contact records and syndicate contact records.
Referred Cases	The tab shows all clinical records that are related to the veterinarian of the contact record. Note: The Referred Cases tab only shows for veterinarian contact records.
Diagnostics	The Diagnostics tab shows all diagnostic results of all patients of a client.
eClaims	The eClaims tab shows all e-claims of all patients of a client. You can use the eClaims tab to make and monitor e-claims.
Appointments	The Appointments tab shows all appointment records of all patients of a client.
	The Options tab shows financial settings that you can make for a person or organization. For example, use the settings to: Override the tax rate of a client Override the payment terms of a client Tell ezyVet to charge interest for a client The Options tab includes a setting that you can use to remove a client from electronic marketing messages that you can use ezyVet to send.
Communication	The Communications tab shows communication records of messages for a person or organization.
Memos	The Memos tab shows records of each memo that staff sent about a person or organization.
Attachment	The Attachment tab shows all file attachments of a person or organization.
Change Log	The Change Log tab shows the change log of a contact record.
Merge	Use the Merge tab to do a merge of a contact record.

ezyVet

Beginner

Last updated: April 16, 2024

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