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      Veterinary care

      • Send clinical information to clients, organizations, and other persons

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  3. ezyVet
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  7. Send clinical information to clients, organizations, and other persons
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  9. Clinical summaries
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  11. Clinical summary configuration

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Clinical summary configuration

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Make a clinical summary

After a practice manager makes a clinical summary, staff can select and use it in clinical records.

Make sure that your ezyVet site has a document template with content for the applicable clinical summary.
To make a clinical summary, do this procedure.
Note: This procedure is an example that uses:
  • A document template
  • A clinical summary that shows medications and information about the patient and client
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Clinical.
    The Clinical setting in the settings list
  3. Select Clinical Summary Names.
    The Clinical Summary Names setting
    ezyVet shows a New Clinical Summary screen.
  4. In the Name box, enter a name for the clinical summary.
  5. Set the first Use button to YES, then set Split By to Type or Date.
    The first Use button and the Split By setting
    Note: Type tells the clinical to show information in groups of clinical information types. Date tells the clinical support to show information in groups of dates.
  6. Set the second Use box to YES, then use the Default Template box to select an applicable document template.
  7. Set the third Use box to YES.
  8. In the Exclude box, drag Medications and Animal/Owner Details to the Include box.

    Clinical information types in the Include box
  9. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has the configured clinical summary.
Parent topic: Clinical summary configuration
Related tasks
  • Get access to ezyVet system settings to show or change clinical summary information
Procedure
ezyVet
Practice manager

Last updated: April 16, 2024

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Related Articles:

  • Clinical summary configuration
  • Get access to ezyVet system settings to show or change clinical summary information

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