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Make a contact record for a referring veterinarian

For correct operation of veterinary referrals, make a contact record for the applicable veterinary clinic. Then make a contact record for each referring veterinarian.

To make a contact record for each referring veterinarian, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the New Contact screen.
  2. In the Contact Type section, select Individual.
    The Individual option
  3. In the Contact Type section, select Customer and Vet.
    The Customer and Vet settings
  4. In the Email / Phone box of the Contact Methods section, enter the veterinarian's email address or phone number.
    The Email / Phone box
  5. In the Type box of the Contact Methods section, select Email if you entered an email address.
    The Type box
    Note: If you entered a phone number, use the Type box to select the type of phone number.
  6. Enter the remaining information of the contact record as necessary (for example, physical address information).
  7. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has a contact record for the referring veterinarian.
Make a relation between the contact record of the of the referring veterinary clinic and each contact record of each referring veterinarian.