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    ezyVet

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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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        Veterinary referrals

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Client callbacks

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Schedule or do a client callback

After you do a client callback for a patient, the applicable patient record has a communication record for the callback.

To do a callback, do this procedure.
  1. Select Patients.
    The Patients tab
  2. In the left sidebar, find and select the applicable patient record.
    ezyVet shows patient record settings and information.
  3. Select Callback.
    The Callback button
    ezyVet shows a New Client Communication dialog box.
  4. Set Status to Pending or Done.
    Note: If the callback is a scheduled one for you or a different staff member to complete, set Status to Pending. If the callback is one that you completed, set Status to Done.
  5. To select why the callback is necessary, use the Reason/Communicates box.
  6. If applicable, use the Department box to select the department that is related to the callback.
    Note: If your site does not use a department configuration, ezyVet does not show the Department box.
  7. If the callback is for a different staff member, use the Assigned Staff Member box to select them.
  8. If necessary, use the Template box to select an applicable phone template.
    ezyVet puts template content in the Communication box.
  9. In the Communication box, make other changes as necessary.
  10. Select Add.
    The Add button
    ezyVet shows a confirmation message:

ezyVet makes a record for the callback and adds it to the patient record. The Communication tab of the patient record shows the callback record.
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
  • Complete a client callback
  • Make a phone template for client callbacks

Procedure
ezyVet

Last updated: October 9, 2024

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Related Articles:

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

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