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    ezyVet

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      Getting started

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      Clients

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      Appointments

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      Products

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      Veterinary care

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      Invoicing

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        Getting started

        • The invoicing screen

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          General invoicing tasks

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          Show and adjust invoice information

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          Invoice comments

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          Billing triggers

          • About billing triggers

          • Video: Billing triggers

          • Billing trigger products

          • The Billing Triggers dashboard tab

          • Source records of invoice line items

          • The Unbilled Items section of clinical records

        • Automatic attachments and automatic printing of invoice products

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          Credit notes

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        Service fees

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        Price adjustment reasons

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        The not-ready-for-billing condition of invoices

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        Price adjustment rules

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        Medication invoicing

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        Diagnostics invoicing

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        Wellness plan invoicing

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        Print invoices

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        Find and show invoice information

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        Send clients messages about invoices

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        Recurring invoices

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        Sales templates

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        Invoicing configuration

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        Troubleshooting for invoicing

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  9. Billing triggers

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Billing triggers

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Source records of invoice line items

An ezyVet billing trigger can automatically make an invoice line item. The line item shows a button that identifies the source record type of the billing trigger. Examples of source record types include medications, vaccinations, and appointments. Select the button to quickly and easily get access to the source record type.

This image shows a line item button that identifies a Therapeutic/Procedure source record type:
A Therapeutic/Procedure source record type
If you select the button, ezyVet shows the source record:
The source record of a Therapeutic/Procedure line item
This table shows each button and the related source record type:
ButtonSource record type
The source record icon for an appointmentAppointment
The source record icon for a clinical procedureClinical procedure
The source record icon for a diagnostic requestDiagnostic request
The source record icon for a medicationMedication
The source record icon for a vaccinationVaccination
The source record icon for history informationHistory
The source record icon for an imaging reportImaging report
The source record icon for a physical examPhysical exam
The source record icon for a planPlan
The source record icon for an e-claimE-claim
The source record icon for a presenting problemPresenting problem
The source record icon for a SmartFlow recordSmartFlow
The source record icon for a wellness planWellness
The button that identifies a problem billing triggerThis button identifies that the billing trigger of the source record has a problem.
An invoice line item can show more than one source record button. For example, if the source record of a line item is a procedure that also has a medication prescription, the line item shows each related button. Or if the source record of a line item is a medication prescription that also has a vaccination, the line item shows two buttons for each related record type.
Figure 1. A line item with two source record buttons

A line item with two source record buttons
Parent topic: Billing triggers
Related concepts
  • About billing triggers
  • Video: Billing triggers
  • Billing trigger products
  • The Billing Triggers dashboard tab
  • The Unbilled Items section of clinical records

ezyVet

Last updated: August 7, 2024

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Related Articles:

  • Billing triggers
  • About billing triggers
  • Video: Billing triggers
  • Billing trigger products
  • The Billing Triggers dashboard tab
  • The Unbilled Items section of clinical records

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