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        Client callbacks

        • About client callbacks

        • Client callbacks and the Communication dashboard tab

        • Schedule or do a client callback

        • Video: Schedule or do a client callback

        • Complete a client callback

        • Make a phone template for client callbacks

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Client callbacks

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Complete a client callback

Other staff can make records for scheduled client callbacks that are necessary for you to complete. After you complete the callback, ezyVet has a communication record of the call.

To complete a callback, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Communication.
    The Communication tab
    ezyVet shows message settings.
  3. Set Status to Pending.
    The Status setting
    ezyVet shows the communication records of messages that have a Pending status.
  4. In the Communication Methods section, select the Phone button.
    The Phone button
  5. Use the filters and related boxes of the Communication section to find the applicable callback messages.
    Example
    • To show your callback messages only, use the For/From User box to select your name
    • To show callbacks for a patient, use the Patient box to select them
    • To show callbacks that are related to a type of work or procedure, use the Reason box to select the applicable information
    • To show callbacks for client, use the Contact box to select the applicable client contact record
  6. Double-click the applicable callback message.
    The applicable callback message
    ezyVet shows a Client Communication dialog box.
  7. In the Communication box, enter information about the client call.
    Tip: If the Communication box shows #INPUT# text, select the Tab key to quickly enter information.
  8. Set Status to Done
    Note: If the callback isn't completed and it is necessary for a different staff member to continue it:
    1. Keep Status set to Pending
    2. In the For/From User box, select the different staff member
  9. Select Update.
    The Update button
ezyVet has a record of the completed callback.
Parent topic: Client callbacks
Related concepts
  • About client callbacks
  • Client callbacks and the Communication dashboard tab
  • Video: Schedule or do a client callback
Related tasks
  • Schedule or do a client callback
  • Make a phone template for client callbacks

Procedure
ezyVet

Last updated: April 16, 2024

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Related Articles:

  • Client callbacks
  • About client callbacks
  • Client callbacks and the Communication dashboard tab
  • Schedule or do a client callback
  • Video: Schedule or do a client callback
  • Make a phone template for client callbacks

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