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      • Student verification system

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Student verification system

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Add a clinical case team to many clinical records

You can use the Records dashboard to add a clinical case team to many clinical records at the same time. As a result, it is not necessary to add each clinical case team to a clinical record each time.

To add a clinical case team, 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 Consult.
    The Consult record type
  4. If necessary, set applicable filters that ezyVet uses to show the records.
    The filters section of the Records dashboard tab
  5. Select Show Records.
    The Show Records button
  6. Select the applicable clinical records.
  7. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To change all records of the search results, select All. To change only the records that you selected, select Selected.
  8. In the Action list, select Clinical Record Assignees - Add Team.
    The Clinical Record Assignees - Add Team setting
  9. Select Action.
    The Action button
    ezyVet shows the Add Team dialog box.
  10. In the Team box, select the applicable clinical case team.
    The Team box
  11. Select ADD TEAM.
    The ADD TEAM button
    ezyVet shows a confirmation message:
    A confirmation message
The clinical records have the clinical case team.
Parent topic: Student verification system
Related concepts
  • Dashboard tabs that are applicable to the student verification system
Related tasks
  • Add a clinical case team to a clinical record
  • Add a person to a clinical case team of a clinical record
  • Add a person to a clinical case team of many clinical records
Related information
  • Configuration of the student verification system
Procedure
ezyVet

Last updated: August 5, 2024

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Related Articles:

  • Student verification system
  • Dashboard tabs that are applicable to the student verification system
  • Add a clinical case team to a clinical record
  • Add a person to a clinical case team of a clinical record
  • Add a person to a clinical case team of many clinical records
  • Configuration of the student verification system

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