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          • About clinical summaries

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          • Changes to clinical summaries in ezyVet version 40.4

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Clinical summaries

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Communication records that a clinical summary can show

A clinical summary can show only some types of communication records. Thus, it is important to know the types of communication records that you can use in a clinical summary.

The information that follows gives the communication record types that you can use in clinical summaries and the methods to use them.

Communication records of a clinical record

In a clinical record, you can add communication records of the Client Communication section and Vet Communication section to a clinical summary:
The Client Communications section and Vet Communication section of a clinical record
To add the records to the clinical summary, select Client Communication and Vet Communication in the Include box when you make the summary:
The Include box shown when you make a clinical summary
Note: You cannot add communication records that are in the Communications tab of a clinical record to a clinical summary.

Communication records of a patient record

A clinical summary can show the communication records that a patient record has. This table gives information about each record that you could want a clinical summary to show and what to do to make it show:

I want toInformation
Show a communication record of an in-person message in a clinical summaryMake sure that you select the Is Client Communication setting of the record:
The Is Client Communication setting
Show communication records of other message types in a clinical summaryMake sure that the related contact record of the message has applicable information. For example, to show an SMS communication record in a clinical summary, the related contact record must have a mobile number. Or to show an email communication record in a clinical summary, the related contact record must have an email address.
Note: Communication records in a patient record only show in a clinical summary that you make from the patient record. They do not show in a clinical summary that you make from a clinical record.
Parent topic: Clinical summaries
Related concepts
  • About clinical summaries
  • General steps to configure and use clinical summaries
  • Clinical summaries: Settings to show or change information
  • 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
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ON THIS PAGE

  • Communication records that a clinical summary can show

    • Communication records of a clinical record

    • Communication records of a patient record

ezyVet

Last updated: November 19, 2024

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Related Articles:

  • 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
  • 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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