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.
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:
|
| Supplied | The Supplied tab shows information that is
applicable to a product supplier. Example information shown
includes:
|
| Related Records | The Related Records tab shows ezyVet records that have a relation to
the contact record. Example records include:
|
| Financial |
The Financial tab shows financial
information about a person or organization. The information
includes:
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:
|
| 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. |
| 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:
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. |