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Find all patients who have insurance

You can use the Records dashboard tab to find the records of patients who have insurance. And you can do an export of a file that shows the insurance companies and insurance numbers of the patients.

To find the applicable patients, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Patient.
    The Patient record type
  4. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to Insurance Supplier.
    The Insurance Supplier filter
  6. Select Show Records.
    The Show Records button
  7. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To change all records of the search results, select All. To change only the records that you selected, select Selected.
  8. In the Action list, select Export - Patients.
    The Export - Patients setting
  9. Select Action.
    The Action button
    ezyVet shows an Output Animals dialog box.
  10. In the Format section, select Excel or CSV.
  11. Select Queue Report.
    The Queue Report button
ezyVet downloads a file to your device. The file includes insurance companies and insurance numbers.