Configure a clinical procedure record with a template product
After a practice manager makes a template product, they can configure a clinical procedure record to use it. Thus, when staff select the clinical procedure record during a clinical task, ezyVet automatically selects the template product and its sales template.
- Make sure that your site has an applicable template product with the necessary sales template
- Make sure that your site has an applicable clinical procedure record
Important: ezyVet has many features that help staff to automatically add products to the billing triggers of clinical records. The billing triggers automatically make invoices that have the necessary products, prices, and related information. The billing triggers operate while staff do the applicable clinical tasks (for example, clinical procedures).
ezyVet customer support:
Sales templates are a good method to calculate the possible costs and product quantities of invoices. But to make the invoices, the recommended method is to only use the ezyVet features that automatically add products to the billing triggers. If you use sales templates and the automatic features, invoices could have duplicated line items.
- Does not recommend that you use sales templates to directly make invoices
- Does not recommend that you use sales templates with the billing triggers of clinical records directly
- Select Admin.
- In the settings list, select Clinical.
- Select Therapeutics / Procedures.ezyVet shows the configured clinical procedures of your site.
- In the Billing Triggers box, select the applicable template product.
- Select Save.ezyVet shows a confirmation message: