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

1. Select Dashboard.
   
2. Select Records.
   
   ezyVet shows the Records screen.
3. Set Record Type to Consult.
   
4. If necessary, set applicable filters that ezyVet uses to show the records.
   
5. Select Show Records.
   
6. Select the applicable clinical records.
7. In the Perform Action section, select All or Selected.
   
   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 User.
   
9. Select Action.
   
   ezyVet shows the Add User dialog box.
10. In the User box, select the user account of the applicable person.
    
11. In the Team box, select the applicable clinical case team.
    
12. In the Role Permissions box, select the applicable role to give to the person's user account.
    
13. Select ADD TEAM.
    
    ezyVet shows a confirmation message: