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

    • expand_more

      Patients

      • Patient record maintenance

  • Vello

  • ezyVet Scan

  • ezyVet Go

  • Vet Radar

  • ezyVet Data Lake

  • IDEXX SmartFlow

  • ezyVet Connect

  • Knowledge Center: New and published

  • Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Patients
  6. arrow_right
  7. Patient record maintenance

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Patient record maintenance

chevron_right

Remove duplicated patient records

A duplicated patient record is a patient record that has the same name and settings of one other patient record. A practice manager can remove many duplicated patient records at the same time.

Make sure that you have access to a spreadsheet app (for example, LibreOffice Calc or Microsoft Excel).
To remove duplicated patient records, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Integration.
    The Integration setting in the settings list
  3. Select Record Import/Export.
    The Record Import/Export setting
    Trouble: If ezyVet does not show the Record Import/Export command, make sure that your user account has the Administration > Product > Importer permission.
  4. Select Patients.
    The Patients tab
  5. Select Get CSV of Active Duplicate Records.
    The Get CSV of Active Duplicate Records button
    ezyVet downloads a CSV file to your device. The CSV file has information about duplicated patient records. The information includes a From Animal ID column and a To Animal ID column that shows the IDs of each duplicated patient record.
  6. Select Merge.
    The Merge tab
  7. Select Get CSV Template.
    The Get CSV Template button
    ezyVet downloads a CSV template file to your device. The CSV template file has information that will tell ezyVet about which records to keep and which records to disable.
  8. Use a spreadsheet app to open the CSV file of step 5 and the CSV template file of step 7.
  9. Use the information of the CSV file of step 5 to enter applicable information in the CSV template file of step 7.
    The table that follows shows each column name of the CSV template file and its function. Use the table to know which information to enter in the CSV template file.
    Column nameFunction
    Record typeEnter Animal
    Record From IDEnter the ID of the duplicated patient record that you want to disable.
    Record To IDEnter the ID of the duplicated patient record that you want to keep.
    Job StatusEnter Queued
    Note: If you enter Queued, ezyVet automatically removes the duplicated patient records at the end of this procedure. As an alternative, you can enter Pending Approval. If you enter Pending Approval, ezyVet does not automatically remove the duplicated patient records. A practice manager must use the Jobs dashboard tab to complete the procedure.
  10. Select Choose File, then select the completed CSV template file of step 9.
    The Choose File button
  11. Select Merge records.
    The Merge records button
If the procedure completes correctly:
  • ezyVet shows confirmation messages
  • ezyVet disables each applicable patient record
  • ezyVet moves all applicable data of each disabled patient record to the other patient record
  • ezyVet shows a record of the changes in the Jobs dashboard tab
Parent topic: Patient record maintenance
Related concepts
  • Video: Change the owner of a patient
Related tasks
  • Change the owner of a patient
  • Merge a patient record
Procedure
ezyVet
Practice manager

Last updated: July 17, 2024

chevron_leftchevron_right

Related Articles:

  • Patient record maintenance
  • Change the owner of a patient
  • Video: Change the owner of a patient
  • Merge a patient record

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