This table gives the general steps for how to configure and use client callbacks:

Step	Documentation
If necessary, a practice manager makes applicable phone templates for callbacks.	Make a phone template
Staff make sure that they know about the function of: Communication records The Communication dashboard tab	Communication records The Communication dashboard tab
Staff use patient records to: Do client callbacks Schedule client callbacks for other staff Do checks of scheduled callbacks and complete them.	Schedule or do a client callback Video: Schedule or do a client callback Complete a client callback

To do a client callback, select the Callback button:

ezyVet shows the Callback button in the screens of:

• Clinical records
• Patient records
• Contact records

After you select Callback, ezyVet shows a New Client Communication dialog box. Use the dialog box to enter callback information.

This table gives the primary boxes of the New Client Communication dialog box and their function:

Box	Function
Date and Time	Use the Date and Time box to select the date and time of the callback. The boxes automatically show the date and time that a staff member selected the Callback button. If necessary, you can select a different date and time.
Assigned Staff Member	Use the Assigned Staff Member box to select the staff member who makes the phone call. The Assigned Staff Member box automatically shows the staff member who selected the Callback button. If necessary, you can select a different staff member.
Reason/Communicates	Use the Reason/Communicates box to give why the callback is necessary.
Phone Number	The Phone Number box automatically shows the client's phone number. If necessary, you can change the phone number.
Template	Use the Template box to select the phone template for the callback.
Communication	The Communication box shows the content of the phone template that you use the Template box to select. This example image shows the Communication box after you use the Template box to select the Post Surgical Callback(Phone) phone template:

After you save the settings of the New Client Communication dialog box, ezyVet makes a communication record. The communication record is a record of the client callback. ezyVet shows the communication record in the applicable clinical record, patient record, or contact record. If necessary, you can open the communication record and make changes to its information.

If you open the calendar shortcut menu for a calendar appointment, the menu shows a Communication > Schedule Callback command: