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Set a clinical layout on a clinical record directly

After a practice manager makes a clinical layout, you can use it with clinical records.

  • Make sure that your user account has the Administration > Clinical Layouts > Apply Clinical Layouts permission
  • Make sure that your site has the necessary configured clinical layout
To set a clinical layout, do this procedure.
Note: This procedure is also applicable if you want to change the clinical layout of a clinical record.
  1. Select Clinical.
    The Clinical tab
  2. Find and select the applicable clinical record.
  3. In the clinical record sidebar, select Clinical Layout.
    The Clinical Layout setting
    Tip: If the clinical record does not use a clinical layout, Clinical Layout shows None.
    ezyVet shows the Set Clinical Layout For Record dialog box.
    Trouble: If you cannot select Clinical Layout:
    • Make sure that your user account has the Administration > Clinical Layouts > Apply Clinical Layouts permission
    • Make sure that the clinical record is not locked because of clinical record lockdown
  4. Select the applicable clinical layout.
    The Set Clinical Layout For Record dialog box
  5. Select Change.
    The Change button
    ezyVet shows a confirmation message:
    A confirmation message
The clinical record has the clinical layout.