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        Find and show clinical information

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        Send clinical information to clients, organizations, and other persons

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          Clinical summaries

          • About clinical summaries

          • General steps to configure and use clinical summaries

          • Send a clinical summary

          • Clinical summaries: Settings to show or change information

          • Communication records that a clinical summary can show

          • Get access to user account settings to show or change clinical summary information

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            Clinical summary configuration

          • Changes to clinical summaries in ezyVet version 40.4

        • Send a file attachment of a clinical record in an email

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Clinical summaries

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Clinical summaries: Settings to show or change information

A clinical summary shows a specified set of clinical information. You or a practice manager can tell ezyVet which types of information to show and how to show it. To make the changes, use your user account settings. Or a practice manager can use ezyVet system settings to make the changes.

This image shows the settings that are available in your user account to make changes to clinical summary information:
User account settings to make changes to clinical summary information
This image shows the ezyVet system settings that a practice manager uses to make changes to clinical summary information:
System settings to make changes to clinical summary information
The table that follows:
  • Gives the name of each setting and its function
  • Tells you if the setting is available in your user account settings and in ezyVet system settings
Setting name in user account settingsFunctionEquivalent in ezyVet system settings?
Split byTo show information in groups of clinical information types, set Split By to Type.

To show information in groups of dates, set Split By to Date.

If you set Split by to Default, the clinical summary uses the equivalent system setting that a practice manager made.

Yes
Exclude and IncludeUse the Exclude and Include boxes to adjust the clinical information that ezyVet automatically shows in a clinical summary. A clinical summary shows information that you add to the Include box. A clinical summary does not show information that you add to the Exclude box.No
Clinical Summary Document TemplateUse Clinical Summary Document Template to select the document template that ezyVet automatically uses for clinical summaries.

If you do not make a selection in the Clinical Summary Document Template box, ezyVet uses the selection of the equivalent system setting.

Note: A practice manager can directly configure a clinical summary to use a document template. A document template of a clinical summary:
  • Overrides the document template for clinical summaries that you select in your user account settings
  • Overrides the document template that a practice manager selected for clinical summaries in ezyVet system settings
Yes
Note: The equivalent system setting name is Clinical Summary.
Clinical Summary Email TemplateUse Clinical Summary Email Template to select the email template that ezyVet automatically uses when you send a clinical summary.

If you do not make a selection in the Clinical Summary Email Template box, ezyVet uses the selection of the equivalent system setting.

Yes
Note: The equivalent system setting name is Clinical Summary Email.
Ordering On Clinical SummariesTo show clinical summary entries as a sequence of newest dates first, set Ordering On Clinical Summaries to Descending.

If you set Ordering On Clinical Summaries to Default, the clinical summary uses the equivalent system setting that a practice manager made.

Yes
Show TimestampTo automatically show the date and time of each entry in a clinical summary, set Show Timestamp to Yes.
Figure 1. An example entry that shows the date and time

An example entry that shows the date and time

If you set Show Timestamp to Default, the clinical summary uses the equivalent system setting that a practice manager made.

Yes
Show Vet’s NameTo show veterinarian names for each clinical summary entry, set Show Vet’s Name to Yes.

If you set Show Vet’s Name to Default, the clinical summary uses the equivalent system setting that a practice manager made.

Yes
Default Summary Range Use Default Summary Range to enter a date range for the clinical summary. If you do not enter a range in the Default Summary Range box, clinical summaries show a full date range.
Note: The Start box and End box of the clinical summary screen shows the date range that you entered:
The Start box and End box
No
Parent topic: Clinical summaries
Related concepts
  • General steps to configure and use clinical summaries
  • Communication records that a clinical summary can show
  • Changes to clinical summaries in ezyVet version 40.4
Related tasks
  • Send a clinical summary
  • Get access to user account settings to show or change clinical summary information
Related information
  • Clinical summary configuration
  • About clinical summaries

ezyVet

Last updated: July 18, 2024

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Related Articles:

  • Clinical summaries
  • About clinical summaries
  • General steps to configure and use clinical summaries
  • Send a clinical summary
  • Communication records that a clinical summary can show
  • Get access to user account settings to show or change clinical summary information
  • Clinical summary configuration
  • Changes to clinical summaries in ezyVet version 40.4

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