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    ezyVet

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      Getting started

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      Clients

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      Patients

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      Appointments

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      Products

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      Veterinary care

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        Adjust information shown in clinical record screens

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        Clinical record documents

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        Clinical record images

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        Clinical record text and tables

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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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        Monitor changes to clinical information

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        Standard of care

        • About the standard-of-care system

        • General steps to use standard of care and care service reminders

        • How ezyVet shows standard-of-care information

        • How ezyVet knows when to adjust care service information and send reminders

        • Standard-of-care table: Columns, icons, and text formatting

        • Manually change the due date of a care service

        • Remove a care service from a patient record

        • Manually send a vaccination reminder

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          Find and show standard-of-care information

          • Find patients that have due or overdue standard-of-care items

          • Do a client report of standard-of-care information

          • Know if a product has a relation to a care service (product settings method)

          • Know which products a care service uses

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          Standard-of-care configuration

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        Master problems

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        Medications

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        Clinical procedures

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        Diagnostics

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        Client callbacks

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        Veterinary referrals

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        Clinical record maintenance

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        Veterinary care tasks

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        Troubleshooting for veterinary care tasks

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        Student verification system

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      Invoicing

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      Payments

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      Refunds

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      Financial controls

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      Xero

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      Insurance

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      Document management

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      File attachments

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      Printing

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      Electronic signatures

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      Inventory

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      Staff management

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      ezyVet administration

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      Reference information

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      Customer support information

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      Release notes

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      Glossary

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      ezyVet for partners

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    Vello

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    ezyVet Scan

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    ezyVet Go

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    Vet Radar

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    ezyVet Data Lake

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    IDEXX SmartFlow

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    ezyVet Connect

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    Knowledge Center: New and published

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    Pilot features

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  9. Find and show standard-of-care information

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Find and show standard-of-care information

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Find patients that have due or overdue standard-of-care items

Use the Records dashboard to quickly and easily find patients that have due or overdue standard-of-care items. For example, you can find all patients that have an overdue vaccination. And you can also do an export of a list of patients (for example, to print a list).

To find the applicable patients, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Patient.
    The Patient record type
  4. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to S.O.C. Due.
    The S.O.C. Due filter
  6. In the Due Date box, enter an applicable date.
    The Due Date box and mathematical comparison setting
    Tip: To help find the applicable records, use the mathematical comparison setting that is adjacent to the Due Date box.
  7. Select Show Records.
    The Show Records button
  8. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To do an export of all records of the search results, select All. To do an export of only the records that you select, select Selected.
  9. In the Action list, select Export - Patients.
    The Export - Patients setting
  10. Select Action.
    The Action button
    ezyVet shows an Output Animals dialog box.
  11. Select the applicable output format.
  12. Select Queue Report.
    The Queue Report button
Your browser downloads a document with a list of applicable patient records to your device.
Parent topic: Find and show standard-of-care information
Procedure
ezyVet

Last updated: January 13, 2025

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