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

1. Select Admin.
   
2. In the settings list, select Clinical.
   
3. Select Clinical Summary Names.
   
   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.
   
   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.
   
   
   
9. Select Save.
   
   ezyVet shows a confirmation message: