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    ezyVet

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      Getting started

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      Clients

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      Patients

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        Getting started

        • Make a patient record

        • Video: Make a patient record

        • Add a patient image to a new patient record

        • Video: Add a patient image to a new patient record

        • Set a patient image as a primary image

        • Video: Set a patient image as a primary image

        • Patient record notes

        • Patient record icons

        • Use patient sex to automatically change the color of the patient record sidebar (user account method)

        • Video: Use patient sex to automatically change the patient sidebar color

        • Add an insurance company and policy number to a patient record

        • Set a patient as deceased

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        Find patient information

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        Demeanor statuses

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        Patient resuscitation

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        Send and receive patient information

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        Equine patients

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        Wellness plan memberships

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        Configure patient records and related information

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        Patient record maintenance

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        Species configuration

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        Breed configuration

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        Troubleshooting for patients

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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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      Payments

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      Refunds

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      Financial controls

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      Xero

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      Insurance

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      Document management

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      File attachments

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      Printing

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      Electronic signatures

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      Inventory

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      Staff management

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      ezyVet administration

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      Reference information

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      Customer support information

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      Release notes

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      Glossary

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      ezyVet for partners

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    Vello

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    ezyVet Scan

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    ezyVet Go

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    Vet Radar

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    ezyVet Data Lake

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    IDEXX SmartFlow

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    ezyVet Connect

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    Knowledge Center: New and published

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    Pilot features

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Getting started

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Make a patient record

After you make a client contact record, you can make patient records for each patient of the client.

To make a patient record, do this procedure.
  1. Select the plus button that is adjacent to the Dashboard primary tab, then select New Patient.
    The New Patient setting
    ezyVet shows a New Patient screen.
    Tip: As an alternative, use the Alt + P keyboard shortcut.
  2. In the Owner box, select the applicable client contact record.
  3. In the Patient Name box, enter the patient name.
  4. If applicable, use the Microchip Number box to enter the patient microchip number.
  5. Use the Weight box and Units setting to enter the patient weight.
  6. In the Date of Birth box, enter the patient's date of birth.
    Note: If you are not sure about the date of birth, you can select Estimated.
  7. Use the Sex settings to select the patient sex.
  8. In the Species box, select the patient species.
  9. In the Breed box, select the patient breed.
  10. In the Animal Notes box, enter general information about the patient.
    Note: If the information is important, select Notes Important.
  11. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has the patient record. And:
  • ezyVet automatically makes a code for the patient record and puts it in the Code box of the patient record
  • The patient record shows more settings and boxes that you can use to add more information
  • ezyVet makes a relation between the patient record and the client contact record that you selected in step 2
Add a patient image to the new patient record.
Parent topic: Getting started
Related concepts
  • Video: Make a patient record
  • Video: Add a patient image to a new patient record
  • Video: Set a patient image as a primary image
  • Patient record notes
  • Patient record icons
  • Video: Use patient sex to automatically change the patient sidebar color
Related tasks
  • Add a patient image to a new patient record
  • Set a patient image as a primary image
  • Use patient sex to automatically change the color of the patient record sidebar (user account method)
  • Add an insurance company and policy number to a patient record
  • Set a patient as deceased

Procedure
ezyVet

Last updated: August 18, 2024

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Related Articles:

  • Getting started
  • Video: Make a patient record
  • Add a patient image to a new patient record
  • Video: Add a patient image to a new patient record
  • Set a patient image as a primary image
  • Video: Set a patient image as a primary image
  • Patient record notes
  • Patient record icons
  • Use patient sex to automatically change the color of the patient record sidebar (user account method)
  • Video: Use patient sex to automatically change the patient sidebar color
  • Add an insurance company and policy number to a patient record
  • Set a patient as deceased

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