Set the document template that ezyVet automatically uses for client statements
When staff use ezyVet to make a PDF client statement, ezyVet automatically uses a document template for the client statement. The document template has the content of the client statement. If necessary, a practice manager can set a different document template.
Make sure that your site has the applicable document
template.
- Select Admin.
- In the settings list, select Templates.
- Select Template Settings.
- Select Financial Settings.
- In the Template box of the Statement
Template section, select the applicable document template.
- Select Save.ezyVet shows a confirmation message: