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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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      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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        Template variables

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        Permissions and access

        • User account permissions

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      Customer support information

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      Release notes

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      Glossary

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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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    Knowledge Center: New and published

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    Pilot features

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Permissions and access

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User account permissions

The reference information for user account permissions gives lists of the available permissions and their functions.

Administration permissions

PermissionFunction
Administration > Tags > Create New TagsA user account can:
  • Make tag categories
  • Make tags
  • Add tags to tag categories
Note: The Create New Tags permission overrides the Administration > Tags > Apply Tags permission.
Administration > Tags > Apply TagsA user account can set a tag in an ezyVet record.
Administration > Product > Disable ProductsA user account can disable product records.
Administration > Product > Restore ProductsA user account can enable product records.
Administration > Product > Restore Inherited ProductsA user account can restore disabled product records of an inherited site.
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance.
Administration > Product > Add New ProductsA user account can make product records.
Administration > Product > Edit ProductsA user account can change the information of product records.
Administration > Product > ImporterA user account can use a CSV file to:
  • Import product records
  • Change the information of product records
Administration > Product > View Cost PriceA user account can get access to the cost price of a product.
Administration > Product > Change Sell PriceA user account can change the sell price of a product.
Administration > Product > Change Sell Price When Receiving InvoiceWhen your organization receives an invoice, the user account can change the sell price of a product that the invoice includes. This permission is applicable if a received invoice's products have different prices than the standard prices.
Administration > Product > Change Cost Price When Receiving InvoiceWhen your organization receives an invoice, the user account can change the cost price of a product that the invoice includes. This permission is applicable if a received invoice's products have different prices than the standard prices.
Administration > Product > Merge ProductsA user account can merge product records.
Administration > Product Group > Add/EditA user account can:
  • Make product groups
  • Change the information of product groups
Administration > Product Group > Disable/RestoreA user account can disable and enable product groups.
Administration > Wellness Plan > ViewA user account can get access to wellness plan settings in ezyVet's system settings.
Administration > Wellness Plan > Add/EditA user account can:
  • Configure wellness plans
  • Change the configuration of a wellness plan
Administration > Wellness Plan > Disable/RestoreA user account can disable and enable configured wellness plans.
Note: A user account can disable a wellness plan only if a patient does not have the wellness plan.
Administration > Wellness Plan > Edit Free/Discount Amounts on Used BenefitsA user account can change the free/discount quantity of a benefit that a patient uses.
Administration > Wellness Plan Benefit > Add/EditA user account can:
  • Add wellness plan benefits
  • Change wellness plan benefits
Administration > Wellness Plan Benefit > Disable/RestoreA user account can disable and enable wellness plan benefits.
Administration > Wellness Plan Membership > Add/EditA user account can:
  • Enroll patients in wellness plans
  • Change the enrolled wellness plan of patients
Administration > Wellness Plan Membership > Disable/RestoreA user account can disable a plan if the patient did not consume a benefit.
Administration > Wellness Plan Membership > Pause/Unpause membershipsA user account can pause and continue wellness plan memberships.
Administration > Wellness Plan Membership > Lock/Unlock wellness benefit consumptionA user account can lock or unlock the benefit consumption of a wellness plan membership.
Administration > Wellness Plan Membership > Cancel memberships with consumed benefitsA user account can cancel a wellness plan membership if the patient has consumed benefits.
Administration > Wellness Plan Membership > Override memberships cancellation feeA user account can override the cancellation fee of a wellness plan membership.
Administration > Contact > Disable/RestoreA user account can disable and enable contact records.
Administration > Contact > Contact ImporterA user account can use a CSV file to:
  • Import contact records
  • Change the information of contact records
Administration > Contact > Change Credit StatusA user account can change the credit status of the contact record of a person or organization.
Administration > Contact > Edit Vet ContactsA user account can change the information of a veterinarian contact record.
Administration > Species > Add/EditA user account can make and change species records.
Administration > Species > Disable/RestoreA user account can disable and enable species records.
Administration > Species > MergeA user account can merge species records.
Administration > Breed > Add/EditA user account can make and change breeds records.
Administration > Breed > Disable/RestoreA user account can disable and enable breed records.
Administration > Breed > MergeA user account can merge breed records.
Administration > Animal Colour > Add/EditA user account can make and change patient colors.
Administration > Animal Colour > Disable/RestoreA user account can disable and enable patient colors.
Administration > Animal Colour > MergeA user account can merge patient colors.
Administration > Users > Add/Edit UsersA user account can:
  • Make user accounts
  • Change the information of user accounts
Administration > Users > User PermissionsA user account can add and remove user account permissions.
Administration > Users > Edit Commission PercentagesA user account can change the commission percentages of a user account.
Administration > Roles > Add/Edit/Disable RolesA user account can:
  • Make permissions roles
  • Change the information of permissions roles
  • Disable permissions roles
Administration > Roles > Add/Edit/Disable Key Roles A user account can:
  • Make key permissions roles
  • Change the information of key permissions roles
  • Disable key permissions roles
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance.
Administration > Roles > Assign RolesA user account can add configured permissions roles to user accounts.
Administration > Roles > Assign Key RolesA user account can add configured key permissions roles to user accounts.
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance.
Administration > Price Adjustment Rules > Add/Edit Price Adjustment RulesA user account can:
  • Configure price adjustment rules
  • Change the configuration of price adjustment rules
Administration > Price Adjustment Rules > Restore Price Adjustment RulesA user account can enable records of price adjustment rules.
Administration > Price Adjustment Rules > Restore Inherited Price Adjustment RulesA user account can enable records of price adjustment rules of an inherited site.
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance.
Administration > Communication Task > View Communication TasksA user account can get access to the settings of a communication task.
Administration > Communication Task > Add/Edit Communication TasksA user account can
  • Configure communication tasks
  • Change the configuration of communication tasks
Administration > Scheduling Reporting Task > View Scheduled ReportsA user account can get access to the settings of automated reports.
Administration > Scheduling Reporting Task > Add/Edit Scheduled ReportsA user account can:
  • Configure automated reports
  • Change the configuration of automated reports
Administration > Tag Task > View Tagging TasksA user account can get access to the configuration of tagging tasks.
Administration > Tag Task > Add/Edit Tagging TasksA user account can:
  • Configure tagging tasks
  • Change the configuration of tagging tasks
Administration > Event Group > Add/EditA user account can:
  • Configure SOC event groups
  • Change the configuration of SOC event groups
Administration > Event Group > Disable/RestoreA user account can disable and enable SOC event groups.
Administration > Time Clock > View Time ClockA user account can get access to the Time Clock dashboard tab.
Administration > Time Clock > Edit Time ClockA user account can change time clock records.
Administration > Standard Operating Procedures > Edit Standard Operating ProceduresA user account can:
  • Make standard operating procedures
  • Change the information of standard operating procedures
Administration > Sidebar > Show Alerts/Metrics Tab on SidebarA user account can get access to the Alerts/Metrics section of the task panel.
Administration > Central Structure > Add/EditA user account can:
  • Configure the sync of a central site
  • Change the sync configuration of a central site
Note: This permission is only applicable to organizations that use ezyVet centralized inheritance.

Appointment permissions

PermissionFunction
Appointments > Appointment Booking Groups > Add/EditA user account can:
  • Make appointment booking groups
  • Change the configuration of an appointment booking group
Appointments > Appointment Booking Groups > Disable/RestoreA user account can disable and enable configured appointment booking group.
Appointments > Appointment Booking Groups > Update Booking Group on Appointment TypeA user account can:
  • Add appointment types to an appointment booking group
  • Remove appointment types from an appointment booking group

Clinical permissions

PermissionFunction
Clinical > Clinical Record > Clinical Record > Add/EditA user account can:
  • Can make clinical records
  • Can change the information of clinical records
Clinical > Clinical Record > Clinical Record > Disable/RestoreA user account can disable and enable clinical records.
Clinical > Clinical Record > Clinical Record > LockA user account can lock a clinical record.
Clinical > Clinical Record > Clinical Record > UnlockA user account can unlock a clinical record.
Clinical > Clinical Record > Set Clinical Lock Down DateA user account can set the clinical lockdown date.
Clinical > Clinical Exam > Health Status > Add/EditA user account can:
  • Make a health status record
  • Change the information of a health status record that is unapproved
Clinical > Clinical Exam > Health Status > Add/Edit ApprovedA user account can:
  • Make a health status record that is approved
  • Change the information of health status record that is approved
Clinical > Clinical Exam > Health Status > Disable/RestoreA user account can disable and enable health status records.
Clinical > Clinical Exam > Health Status > ApproveA user account can approve a health status record.
Clinical > Clinical Exam > Health Status > UnapproveA user account can unapprove a health status record.
Clinical > Clinical Exam > Pertinent History > Add/EditA user account can:
  • Make a pertinent history record that is unapproved
  • Change the information of a pertinent history record that is unapproved
Clinical > Clinical Exam > Pertinent History > Add/Edit ApprovedA user account can:
  • Make a pertinent history record that is approved
  • Change the information of a pertinent history record that is approved
Clinical > Clinical Exam > Pertinent History > Disable/RestoreA user account can disable and enable pertinent history records.
Clinical > Clinical Exam > Pertinent History > ApproveA user account can approve pertinent history records.
Clinical > Clinical Exam > Pertinent History > UnapproveA user account can unapprove pertinent history records.
Clinical > Clinical Exam > Physical Exam > Add/EditA user account can:
  • Make a physical exam record that is unapproved
  • Change the information of a physical exam record that is unapproved
Clinical > Clinical Exam > Physical Exam > Add/Edit ApprovedA user account can:
  • Make a physical exam record that is approved
  • Change the information of a physical exam record that is approved
Clinical > Clinical Exam > Physical Exam > Disable/RestoreA user account can disable and enable physical exam records.
Clinical > Clinical Exam > Physical Exam > ApproveA user account can approve physical exam records.
Clinical > Clinical Exam > Physical Exam > UnapproveA user account can unapprove physical exam records.
Clinical > Clinical Exam > Assessments > Add/EditA user account can
  • Make an assessment record that is unapproved
  • Change the information of an assessment record that is unapproved
Clinical > Clinical Exam > Assessments > Add/Edit ApprovedA user account can:
  • Make an assessment record that is approved
  • Change the information of an assessment record that is approved
Clinical > Clinical Exam > Assessments > Disable/RestoreA user account can disable and enable assessment records.
Clinical > Clinical Exam > Assessments > ApproveA user account can approve assessment records.
Clinical > Clinical Exam > Assessments > UnapproveA user account can unapprove assessment records.
Clinical > Clinical Exam > Plan > Add/EditA user account can:
  • Make an plan record that is unapproved
  • Change the information of a plan record that is unapproved
Clinical > Clinical Exam > Plan > Add/Edit ApprovedA user account can:
  • Make an plan record that is approved
  • Change the information of a plan record that is approved
Clinical > Clinical Exam > Plan > Disable/RestoreA user account can disable and enable plan records.
Clinical > Clinical Exam > Plan > ApproveA user account can approve plan records
Clinical > Clinical Exam > Plan > UnapproveA user account can unapprove plan records.
Clinical > Clinical Exam > Revisit > Add/EditA user account can:
  • Make a revisit record that is unapproved
  • Change the information of a revisit record that is unapproved
Clinical > Clinical Exam > Revisit > Add/Edit ApprovedA user account can:
  • Make a revisit record that is approved
  • Change the information of a revisit record that is approved
Clinical > Clinical Exam > Revisit > Disable/RestoreA user account can disable and enable revisit records.
Clinical > Clinical Exam > Revisit > ApproveA user account can approve revisit records.
Clinical > Clinical Exam > Revisit > UnapproveA user account can unapprove revisit records.
Clinical > Diagnostics and Treatments > Medication > Disable/RestoreA user account can disable and enable medication prescription records.
Clinical > Diagnostics and Treatments > Medication > ApproveA user account can approve medication prescription records.
Clinical > Diagnostics and Treatments > Medication > UnapproveA user account can unapprove medication prescription records.
Note: This setting only gives permission to unapprove the medication. It does not change the related task.
Clinical > Diagnostics and Treatments > Medication > Add medicationsA user account can make a medication record.
Note: This will always automatically make a user task regardless of any user task permissions.
Clinical > Diagnostics and Treatments > Medication > Add Approved medicationsA user account can make a medication prescription record that is approved.
Note: This permission is only applicable if you also select the Clinical > Diagnostics and Treatments > Medication > Add medications permission.
Clinical > Diagnostics and Treatments > Medication > Edit MedicationsA user account can can send a medication record for approval.
Note: This will always automatically make a user task regardless of any user task permissions.
Clinical > Diagnostics and Treatments > Medication > Edit Approved MedicationsA user account can change the information of a medication prescription record that is approved
Note: This permission is only applicable if you also select the Clinical > Diagnostics and Treatments > Medication > Edit Medications permission.
Clinical > Diagnostics and Treatments > Medication > Allow user to refill medicationsA user account can do a medication refill.
Clinical > Diagnostics and Treatments > Medication > User can dispense medicationsA user account can dispense medications.
Note: If you do not select User can dispense medications, the user account must make a dispense request.
Note: If you select the Vet setting of a user account and it is necessary for the user account to dispense medications, you must select User can dispense medications.
Clinical > Diagnostics and Treatments > Medication > Prescriptions Require Approval TasksPrescriptions that the user account makes will make a task for approval.
Clinical > Diagnostics and Treatments > Therapeutic / Procedure > Add/EditA user account can:
  • Make a therapeutic record that is unapproved
  • Change the information of a therapeutic record that is unapproved
Clinical > Diagnostics and Treatments > Therapeutic / Procedure > Add/Edit ApprovedA user account can:
  • Make a therapeutic record that is approved
  • Change the information of a therapeutic record that is approved
Clinical > Diagnostics and Treatments > Therapeutic / Procedure > Disable/RestoreA user account can disable and enable therapeutic records.
Clinical > Diagnostics and Treatments > Therapeutic / Procedure > ApproveA user account can approve therapeutic records.
Clinical > Diagnostics and Treatments > Therapeutic / Procedure > UnapproveA user account can unapprove therapeutic records.
Clinical > Diagnostics and Treatments > Diagnostic Request > Add/EditA user account can:
  • Make a diagnostic test request record that is unapproved
  • Change the information of a diagnostic test request that is unapproved
Clinical > Diagnostics and Treatments > Diagnostic Request > Add/Edit ApprovedA user account can:
  • Make a diagnostic test request record that is approved
  • Change the information of a diagnostic test request that is approved
Clinical > Diagnostics and Treatments > Diagnostic Request > Disable/RestoreA user account can disable and enable diagnostic test request records.
Clinical > Diagnostics and Treatments > Diagnostic Request > ApproveA user account can approve a diagnostic test request.
Clinical > Diagnostics and Treatments > Diagnostic Request > UnapproveA user account can unapprove a diagnostic test request.
Clinical > Diagnostics and Treatments > Diagnostic Result > Add/EditA user account can:
  • Make a diagnostic test result record that is unapproved
  • Change the information of a diagnostic test result that is unapproved
Clinical > Diagnostics and Treatments > Diagnostic Result > Add/Edit ApprovedA user account can:
  • Make a diagnostic test result record that is approved
  • Change the information of a diagnostic test result that is approved
Clinical > Diagnostics and Treatments > Diagnostic Result > Disable/RestoreA user account can disable and enable diagnostic test result records.
Clinical > Diagnostics and Treatments > Diagnostic Result > ApproveA user account can approve diagnostic test result records.
Clinical > Diagnostics and Treatments > Diagnostic Result > UnapproveA user account can unapprove diagnostic test result records.
Clinical > Diagnostics and Treatments > Diagnostic Interpretation Request > Add/EditA user account can:
  • Make a diagnostic interpretation request record that is unapproved
  • Change the information of a diagnostic interpretation request that is unapproved
Clinical > Diagnostics and Treatments > Diagnostic Interpretation Request > Add/Edit ApprovedA user account can:
  • Make a diagnostic interpretation request record that is approved
  • Change the information of a diagnostic interpretation request that is approved
Clinical > Diagnostics and Treatments > Diagnostic Interpretation Request > Disable/RestoreA user account can disable and enable diagnostic interpretation request records.
Clinical > Diagnostics and Treatments > Diagnostic Interpretation Request > ApproveA user account can approve diagnostic interpretation request records.
Clinical > Diagnostics and Treatments > Diagnostic Interpretation Request > UnapproveA user account can unapprove diagnostic interpretation request records.
Clinical > Vaccinations > Vaccination > Add/EditA user account can:
  • Make a vaccination record that is unapproved
  • Change the information of a vaccination record that is unapproved
Clinical > Vaccinations > Vaccination > Add/Edit ApprovedA user account can:
  • Make a vaccination record that is approved
  • Change the information of a vaccination record that is approved
Clinical > Vaccinations > Vaccination > Disable/RestoreA user account can disable and enable vaccination records.
Clinical > Vaccinations > Vaccination > ApproveA user account can approve vaccination records.
Clinical > Vaccinations > Vaccination > Unapprove A user account can unapprove vaccination records.
Clinical > In Clinic Notes > In Clinic Notes > Add/EditA user account can:
  • Make an in-clinic note record that is unapproved
  • Change the information of an in-clinic note record that is unapproved
Clinical > In Clinic Notes > In Clinic Notes > Add/Edit ApprovedA user account can:
  • Make an in-clinic note record that is approved
  • Change the information of an in-clinic note record that is approved
Clinical > In Clinic Notes > In Clinic Notes > Disable/RestoreA user account can disable and enable in-clinic note records.
Clinical > In Clinic Notes > In Clinic Notes > ApproveA user account can approve in-clinic note records.
Clinical > In Clinic Notes > In Clinic Notes > UnapproveA user account can unapprove in-clinic note records.
Clinical > In Clinic Notes > Hospital Notes > Add/EditA user account can:
  • Make a hospital note record that is unapproved
  • Change the information of a hospital note record that is unapproved
Clinical > In Clinic Notes > Hospital Notes > Add/Edit ApprovedA user account can:
  • Make a hospital note record that is approved
  • Change the information of a hospital note record that is approved
Clinical > In Clinic Notes > Hospital Notes > Disable/RestoreA user account can disable and enable hospital note records.
Clinical > In Clinic Notes > Hospital Notes > ApproveA user account can approve hospital note records.
Clinical > In Clinic Notes > Hospital Notes > UnapproveA user account can unapprove hospital note records.
Clinical > In Clinic Notes > Addendums > Add/EditA user account can:
  • Make an addendum record that is unapproved
  • Change the information of an addendum record that is unapproved
Clinical > In Clinic Notes > Addendums > Disable/RestoreA user account can disable and enable addendum records.
Clinical > Communication > Discharge Summary > Add/EditA user account can:
  • Make a discharge summary record that is unapproved
  • Change the information of a discharge summary record that is unapproved
Clinical > Communication > Discharge Summary > Add/Edit ApprovedA user account can:
  • Make a discharge summary record that is approved
  • Change the information of a discharge summary record that is approved
Clinical > Communication > Discharge Summary > Disable/RestoreA user account can disable and enable discharge summary records.
Clinical > Communication > Discharge Summary > ApproveA user account can approve discharge summary records.
Clinical > Communication > Discharge Summary > UnapproveA user account can unapprove discharge summary records.
Clinical > Communication > Clinical Summary > Add/EditA user account can:
  • Make a clinical summary record that is unapproved
  • Change the information of a clinical summary record that is unapproved
Clinical > Communication > Clinical Summary > Add/Edit ApprovedA user account can:
  • Make a clinical summary record that is approved
  • Change the information of a clinical summary record that is approved
Clinical > Communication > Clinical Summary > Disable/RestoreA user account can disable and enable clinical summary records.
Clinical > Communication > Clinical Summary > ApproveA user account can approve clinical summary records.
Clinical > Communication > Clinical Summary > UnapproveA user account can unapprove clinical summary records.
Clinical > Other > Master Problems > Add/EditA user account can:
  • Make a master problem record that is unapproved
  • Change the information of a master problem record that is unapproved
Clinical > Other > Master Problems > Add/Edit ApprovedA user account can:
  • Make a master problem record that is approved
  • Change the information of a master problem record that is approved
Clinical > Other > Master Problems > Disable/RestoreA user account can disable and enable master problem records.
Clinical > Other > Master Problems > ApproveA user account can approve master problem records.
Clinical > Other > Master Problems > UnapproveA user account can unapprove master problem records.
Clinical > Other > Image Map Note > Add/EditA user account can:
  • Make an image map record that is unapproved
  • Change the information of an image map record that is unapproved
Clinical > Other > Image Map Note > Add/Edit ApprovedA user account can:
  • Make an image map record that is approved
  • Change the information of an image map record that is approved
Clinical > Other > Image Map Note > Disable/RestoreA user account can disable and enable image map records.
Clinical > Other > Image Map Note > ApproveA user account can approve image map records.
Clinical > Other > Image Map Note > UnapproveA user account can unapprove image map records.
Clinical > Other > Imaging Report > Add/EditA user account can:
  • Make an imaging report record that is unapproved
  • Change the information of an imaging report record that is unapproved
Clinical > Other > Imaging Report > Add/Edit ApprovedA user account can add and change an approved imaging report record.
Clinical > Other > Imaging Report > Disable/RestoreA user account can disable and enable imaging report records.
Clinical > Other > Imaging Report > ApproveA user account can approve imaging report records.
Clinical > Other > Imaging Report > UnapproveA user account can unapprove imaging report records.

Document management permissions

PermissionFunction
Documents > Edit DocumentsA user account can change the information of documents.
Documents > Delete DocumentsA user account can remove documents.

File attachment permissions

PermissionFunction
Attachments > Delete AttachmentsA user account can remove attachments from:
  • Contact records
  • Patient records
  • Clinical records
  • Financial records
Attachments > Delete Attachments for Diagnostic ResultsA user account can remove attachments from diagnostic results.

Financial permissions

PermissionFunction
Financial > Invoice > Disable/RestoreA user account can:
  • Disable unapproved invoices
  • Enable invoice records
Financial > Invoice > ApproveA user account can approve invoices.
Financial > Invoice > UnapproveA user account can unapprove invoices.
Financial > Invoice > Approve Credit NotesA user account can approve credit notes.
Financial > Invoice > Change Staff MemberA user account can change the staff member of invoice line items.
Financial > Invoice > Change PriceA user account can change the value that shows in the Price($) column of an invoice line items.
Financial > Invoice > Change Discount and TotalA user account can:
  • Change the value that shows in the Discount column of an invoice line items
  • Change the value that shows in the Price($) column of an invoice
Financial > Invoice > Edit Service Fee LinesA user account can can change the information of an invoice line item of a service fee.
Financial > Invoice > Unapprove Already SentA user account can unapprove an invoice that ezyVet sent to a person in an email message or fax message.
Financial > Invoice Expense > Remove Invoice LineA user account can remove invoice line items.
Financial > Invoice Expense > Remove Billing Trigger LineA user account can remove invoice line items that a billing trigger made.
Financial > Invoice Expense > Override Product Bundle Print Mode
Financial > Payment > Disable/RestoreA user account can:
  • Disable payment records
  • Enable payment records
Financial > Payment > EditA user account can change the information of a payment that they received (for example, changes to the payment method and payment quantity).
Financial > Payment > Void/Refund
Financial > Customer Order > ApproveA user account can approve customer orders.
Financial > Customer Order > UnapproveA user account can unapprove customer orders.
Financial > Customer Order > Approve Customer Orders When Balance Is More Than 2 Months OldA user account can approve a customer order that has an outstanding balance and that has an age of more than two months.
Financial > Estimate > Disable/RestoreA user account can:
  • Disable estimate records that are unapproved
  • Enable estimate records
Financial > Sales Template > Add/EditA user account can:
  • Make a sales template
  • Change the information of a sales template
Financial > Sales Template > Disable/RestoreA user account can:
  • Disable sales templates that are unapproved
  • Enable sales templates
Financial > Sales Template > ApproveA user account can approve sales templates.
Financial > Sales Template > UnapproveA user account can unapprove sales templates.
Financial > Recurring Invoice > Add/EditA user account can:
  • Make a recurring invoice
  • Change the information of a recurring invoice
Financial > Recurring Invoice > Disable/RestoreA user account can:
  • Disable recurring invoices that are unapproved
  • Enable recurring invoices
Financial > Recurring Invoice > ApproveA user account can approve recurring invoices.
Financial > Recurring Invoice > UnapproveA user account can unapprove recurring invoices.
Financial > Purchase Order > Disable/RestoreA user account can:
  • Disable purchase orders that are unapproved
  • Enable purchase orders
Financial > Purchase Order > ApproveA user account can approve purchase orders.
Financial > Purchase Order > UnapproveA user account can unapprove purchase orders.
Financial > Purchase Order > Purchases Don't Require ClientsA user account can can make a purchase order that does not have client selected in the Client (optional) box.
Financial > Inventory Adjustment > Disable/RestoreA user account can:
  • Disable inventory adjustment records that are unapproved
  • Enable inventory adjustment records
Financial > Inventory Adjustment > ApproveA user account can approve inventory adjustment records.
Financial > Inventory Adjustment > UnapproveA user account can unapprove inventory adjustment records.
Financial > Inventory Adjustment Reason > Add/EditA user account can:
  • Make an inventory adjustment reason
  • Change the information of a configured inventory adjustment reason
Financial > Inventory Adjustment Reason > Disable/RestoreA user account can disable or enable a configured inventory adjustment reason.
Financial > Payment Method > Delete Payment MethodsA user account can disable payment methods.
Financial > Payment Method > Delete Payment TermsA user account can disable payment terms records.
Financial > Payment Method > Edit Payment MethodsA user account can change the information payment methods.
Financial > Payment Method > Edit Payment TermsA user account can change the information of configured payment terms.
Financial > Price Adjustment Reasons > Add/EditA user account can:
  • Configure price adjustment reasons
  • Change the configuration of price adjustment reasons
Financial > Price Adjustment Reasons > Disable/RestoreA user account can disable and enable configured price adjustment reasons.
Financial > Inventory Orders > Add/EditA user account can:
  • Make inventory orders
  • Change the information of inventory orders
Financial > Inventory Orders > Disable/RestoreA user account can disable and enable inventory order records.
Financial > Inventory Orders > ApproveA user account can approve inventory orders.
Financial > Inventory Orders > UnapproveA user account can unapprove inventory orders.
Financial > Credit Limits > View Credit LimitsA user account can get access to credit limit settings.
Financial > Credit Limits > Add/Edit Credit LimitsA user account can:
  • Configure credit limits
  • Change the configuration of credit limits
Financial > Credit Limits > Disable Credit LimitsA user account can disable configured credit limits.

General administration permissions

PermissionFunction
Administration > Xero Import/ExportA user account can get access to the Xero Management dashboard tab.
Note: The Xero Import/Export permission is applicable only if your site has the Xero module enabled.
Administration > TreatmentsA user account can:
  • Configure treatment records
  • Change the configuration of treatment records
  • Disable and enable treatment records
Administration > DiagnosticsA user account can:
  • Configure diagnostic test records
  • Change the information of configured diagnostic test records
  • Disable and enable records of diagnostic tests
Administration > Disable Discharge SummariesA user account can disable a discharge summary of a clinical record.
Administration > Enable / Disable AnimalsA user account can enable and disable patient records.
Administration > Create Image Map CategoriesA user account can configure image maps.
Administration > Use Records DashboardA user account can get access to the Records dashboard.
Administration > Add/Edit Calendar Planning GuidesA user account can:
  • Add planning guides to calendars
  • Remove planning guides from calendars
  • Change the information of a planning guide of a calendar
Administration > View Product DetailsA user account can get access to the configuration of product records.
Note: To make sure that a person cannot get access to product configurations, remove these permissions from their user account:
  • Edit Products
  • Add New Products
Administration > Manage ResourceA user account can configure calendar resources.
Administration > Change User DivisionA user account can change the department of ezyVet functions and features (for example, the selected department of a report).
Note: If a user account does not have the Change User Division permission, it is necessary to sign in to the applicable department.
Administration > System SettingsA user account can get access to important system settings.
Administration > Add/Edit Master ProblemsA user account can:
  • Configure master problems
  • Change the configuration of master problems
Administration > Add/Edit Clinical Summary NamesA user account can add and change clinical summary names.
Administration > API AdministrationA user account can:
  • Change the scope settings of API integrations
  • Download credentials of API integrations
Administration > Merge RecordsA user account can merge a record type that does not have a dedicated merge permission for the record type.
Administration > Export CommunicationsA user account can do an export of communication records.

General financial permissions

PermissionFunction
Financial > Change Serial NumbersA user account can change the serial numbers of products.
Financial > Set Financial Lockdown dateA user account can configure a financial lockdown date.
Financial > Sell Below CostA user account can approve an invoice with a product sell price that less than the product cost price.
Financial > Delete Contact AssociationsA user account can can remove entries from the Associated Contacts section of contact records.
Financial > Delete Product ContainersA user account can disable product container records.
Financial > Approve Product ContainersA user account can approve product containers.
Financial > Unapprove Product ContainersA user account can unapprove product containers.

Online portal permissions

PermissionFunction
Online Booking > Add Guides for Online BookingA user account can make calendar planning guides for appointments of the online portal.

Permissions for clinical case teams

Note: These permissions are only applicable to ezyVet's student verification system.
PermissionFunction
Teams > Team > Add/EditA user account can make and change clinical case teams.
Teams > Team > Disable/RestoreA user account can disable and enable records of clinical case teams.
Teams > Team Member > Add/EditA user account can:
  • Add assigned persons to a clinical case team
  • Change the assigned persons of a clinical case team
Teams > Team Member > Disable/RestoreA user account can disable and enable assigned person records.
Teams > Clinical Record Assignee > Add/EditA user account can add assigned persons to a clinical record.
Teams > Clinical Record Assignee > Disable/RestoreA user account can remove assigned persons from a clinical record.
Teams > Clinical Record Assignee > Change RolesA user account can change the permissions roles of assigned persons.
Teams > Role Title > Add/EditA user account can make and change role titles.
Teams > Role Title > Disable/RestoreA user account can disable and enable role titles.
Teams > Role Title > MergeA user account can merge role titles.

Site access permissions

PermissionFunction
Login Restrictions > Allow user to login from any IPThe user account does not have a limit for the IP address that they can use to sign in to a site.

Standard-of-care: User account permissions

ezyVet has dedicated user account permissions that a practice manager can use to control which staff can make changes to standard-of-care information and care services.

PermissionFunction
Standard Of Care > Edit Standard Of CareA user account can make changes to patient standard-of-care information.
Standard Of Care > Change Next DueA user account can change the next due date of patient care services.
Standard Of Care > Add/Remove For PatientsA user account can add and remove patient care services.

Tasks system permissions

Note: These permissions are only applicable to ezyVet's student verification system.
PermissionFunction
Tasks > User Task > Add/EditA user account can:
  • Add tasks
  • Change tasks
Tasks > User Task > Disable/RestoreA user account can disable and enable task records.
Tasks > User Task Comment > Add/EditA user account can make and change task comments.
Tasks > User Task Comment > Disable/RestoreA user account can can disable and enable task comments.

Template permissions

PermissionFunction
Templates > Add/Edit TemplatesA user account can
  • Configure templates
  • Change the configuration of templates
Templates > Edit ShorthandA user account can configure shorthand text items.
Templates > Select non-default template

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ON THIS PAGE

  • User account permissions

    • Administration permissions

    • Appointment permissions

    • Clinical permissions

    • Document management permissions

    • File attachment permissions

    • Financial permissions

    • General administration permissions

    • General financial permissions

    • Online portal permissions

    • Permissions for clinical case teams

    • Site access permissions

    • Standard-of-care: User account permissions

    • Tasks system permissions

    • Template permissions

Reference
ezyVet

Last updated: October 14, 2024

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