How We Work: Customer-led live learning series east Read more

home

Browse documentation

Browse documentationLearn new skillsDiscover resourcesSee all integrations
search
search
Browse documentationLearn new skillsDiscover resourcesSee all integrations

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

search
thumbnail

Browse documentation

Browse documentation Contents

close
  • expand_more

    ezyVet

    • chevron_right

      Getting started

    • chevron_right

      Clients

    • chevron_right

      Patients

    • chevron_right

      Appointments

    • chevron_right

      Products

    • chevron_right

      Veterinary care

    • chevron_right

      Invoicing

    • chevron_right

      Payments

    • chevron_right

      Refunds

    • chevron_right

      Financial controls

    • chevron_right

      Xero

    • chevron_right

      Insurance

    • chevron_right

      Document management

    • chevron_right

      File attachments

    • chevron_right

      Printing

    • chevron_right

      Electronic signatures

    • chevron_right

      Inventory

    • chevron_right

      Staff management

    • chevron_right

      ezyVet administration

    • chevron_right

      Reference information

    • chevron_right

      Customer support information

    • chevron_right

      Release notes

    • expand_more

      Glossary

      • Agricultural Compounds and Veterinary Medicines Act

      • addendum

      • add-on diagnostic test

      • alternative product name

      • assigned person

      • anchor link

      • application programming interface (API)

      • appointment booking group

      • appointment mode

      • appointment status

      • appointment type

      • American Society for Automation in Pharmacy

      • ASTM International (ASTM)

      • automated report

      • background template

      • boarding resource

      • billing trigger

      • billing trigger product

      • business unit configuration

      • calendar controls

      • calendar mode

      • calendar resource

      • calendar shortcut menu

      • care service

      • centralized inheritance

      • central site

      • change log

      • classic template system

      • client

      • client contact record

      • clinical case team

      • clinical layout

      • clinical procedure

      • combined view mode

      • clinical record lockdown

      • clinical record sidebar

      • standard view mode

      • clinical summary

      • clinical template

      • commercial partner

      • communication record

      • communication record status

      • communication task

      • composite tax rate

      • contact record sidebar

      • credit note

      • credit note allocation

      • credit invoice

      • credit limit

      • credit limit status

      • credit note product

      • current medication (CM)

      • customer

      • custom appointment status

      • custom demeanor status

      • custom field

      • custom supplied diagnostic test

      • dashboard tab

      • days supply value

      • Drug Enforcement Administration (DEA)

      • demeanor

      • demeanor status

      • diagnostics breed mapping

      • diagnostics integration

      • diagnostic product

      • diagnostics species mapping

      • diagnostics supplier

      • diagnostic imaging request

      • diagnostic imaging result

      • diagnostic test request

      • diagnostic test result

      • Digital Imaging and Communications in Medicine (DICOM)

      • dictation tool

      • document template

      • do-not-resuscitate

      • digital radiography (DR)

      • dynamic IP address

      • e-booking

      • e-booking

      • e-booking mode

      • e-claim

      • e-claim record sidebar

      • email template

      • external dispense

      • ezyVet partner

      • ezyVet record

      • ezyVet hospital

      • fax provider

      • fear, anxiety, stress (FAS)

      • Food and Drug Administration (FDA)

      • feature request

      • feature request number

      • feature request status

      • financial lockdown

      • fixed-price product bundle

      • Freshdesk

      • gap payment

      • global attachment

      • global search tool

      • Health Level 7 (HL7)

      • image annotation

      • image annotation file

      • inherited site

      • in-person signature

      • in-person template

      • insurance benefit

      • insurance eligibility information

      • integrated product supplier

      • integration

      • interest product

      • interested contact

      • inventory adjustment

      • inventory adjustment reason

      • IP address

      • IP allowlist

      • keyed transaction

      • label template

      • landline phone number

      • left sidebar

      • mapping

      • Markdown

      • master problem

      • memo

      • modality

      • module blocking

      • National Association of Boards of Pharmacy (NABP)

      • not ready for billing (NRB)

      • National Council for Prescription Drug Programs (NCPDP)

      • National Drug Code (NDC)

      • online portal

      • picture archiving and communication system (PACS)

      • partner agreement

      • patient

      • patient record sidebar

      • PayJunction hosted payments

      • payment allocation

      • payment method

      • permissions role

      • pharmacy contact record

      • phone template

      • picklist

      • picklist builder

      • plain text format

      • planning guide

      • planning guide mode

      • postcard template

      • PR

      • practice information management system (PIMS)

      • price adjustment reason

      • price adjustment rule

      • primary record types

      • primary tabs

      • private comment

      • private integration

      • private partner

      • product bundle

      • product container

      • product group

      • product supplier integration

      • public comment

      • quiet, alert, responsive (QAR)

      • question tree

      • quick links area

      • record merge

      • record tab

      • recurring invoice

      • remote access

      • remote consent form

      • remote payment

      • remote signature

      • report permissions

      • sales template

      • saved filter set

      • search group tag

      • search weighting

      • sending email address

      • service fee product

      • session sign-out time

      • short message service

      • shorthand text

      • sign-in email address

      • single-site configuration

      • site

      • site diagnostic test

      • site prefix

      • SMS template

      • single sign-on

      • staff contact record

      • standard appointment status

      • standard demeanor status

      • standard diagnostics integration (SDI)

      • standard document template

      • standard integration

      • standard of care

      • standard-of-care item

      • standard-of-care table

      • standard operating procedure

      • standard PACS integration (SPI)

      • standard product supplier integration (SPSI)

      • static IP address

      • supplied diagnostic test

      • supplier contact record

      • support session

      • support tool

      • support webinar

      • syndicate

      • syndicate contact record

      • system settings

      • system task

      • tag

      • tag category

      • task panel

      • template editor

      • template image

      • template product

      • Twig template system

      • template variable

      • ticket

      • unallocated diagnostic result

      • user account permission

      • user group tag

      • veterinarian contact record

      • view mode

      • virtual appointment

      • veterinary practice management (VPM)

      • watch

      • watchers

      • Windcave hosted payments

    • chevron_right

      ezyVet for partners

  • chevron_right

    Vello

  • chevron_right

    ezyVet Scan

  • chevron_right

    ezyVet Go

  • chevron_right

    Vet Radar

  • chevron_right

    ezyVet Data Lake

  • chevron_right

    IDEXX SmartFlow

  • chevron_right

    ezyVet Connect

  • chevron_right

    ezyVet Knowledge Center: New and published

  • chevron_right

    Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Glossary

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Glossary

chevron_right

phone template

A type of ezyVet template that you can use to make a text record of what a client tells you during a phone call.

Related information
  • Phone templates

Glossary
ezyVet

Last updated: November 17, 2024

chevron_leftchevron_right

Related Articles:

  • Phone templates

ezyVet-footer

Need help?
Go to ezyVet customer support

Products

Tour

Features

Pricing

Book a demo

Browse integrations

Build an integration

Become an integration partner

System requirements

ezyVet Go

Solutions

General practice

Emergency

Specialty

Equine

Corporate groups

Universities

Production animals

Mobile

Resources

Customer stories

Blog

Events

Webinars

Tips and tricks

ezyVet TV

Starting a new practice

Customer referral

Support

Company

About us

Contact us

Careers

Community forums

Security

Merch

We’re here for you.

Terms and conditions Privacy policy Cookie statement Cookie list ezyVet sign-in
arrow_upward