New feature: Vello Postcards 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

    • expand_more

      Patients

      • chevron_right

        Getting started

      • expand_more

        Find patient information

        • Patient record search

        • Reports and methods to find patient information

        • Find all patients (Animals report method)

        • Find patient records made in a date range

        • Find alive patients (Records dashboard method)

        • Find alive patients (Animals report method)

        • Find deceased patients

        • Find patients with insurance

        • Microchip numbers and patient search

        • Add a tag to many patient records at the same time

        • Video: Add a tag to many patient records at the same time

      • chevron_right

        Demeanor statuses

      • chevron_right

        Patient resuscitation

      • chevron_right

        Send and receive patient information

      • chevron_right

        Equine patients

      • chevron_right

        Wellness plan memberships

      • chevron_right

        Configure patient records and related information

      • chevron_right

        Patient record maintenance

      • chevron_right

        Species configuration

      • chevron_right

        Breed configuration

      • chevron_right

        Troubleshooting for 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

    • chevron_right

      Glossary

    • 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

    Knowledge Center: New and published

  • chevron_right

    Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Patients
  6. arrow_right
  7. Find patient information

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Find patient information

chevron_right

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.
Parent topic: Find patient information
Related concepts
  • Patient record search
  • Reports and methods to find patient information
  • Microchip numbers and patient search
  • Video: Add a tag to many patient records at the same time
Related tasks
  • Find all patients (Animals report method)
  • Find patient records made in a date range
  • Find alive patients (Records dashboard method)
  • Find alive patients (Animals report method)
  • Find deceased patients
  • Add a tag to many patient records at the same time

Procedure
ezyVet

Last updated: July 25, 2024

chevron_leftchevron_right

Related Articles:

  • Find patient information
  • Patient record search
  • Reports and methods to find patient information
  • Find all patients (Animals report method)
  • Find patient records made in a date range
  • Find alive patients (Records dashboard method)
  • Find alive patients (Animals report method)
  • Find deceased patients
  • Microchip numbers and patient search
  • Add a tag to many patient records at the same time
  • Video: Add a tag to many patient records at the same time

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