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      Appointments

      • Boarding

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Boarding

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Make a boarding booking

After a practice manager does the necessary configuration, you can make boarding bookings for patients.

  • Make sure that a practice manager configured the applicable boarding resource
  • Make sure that a practice manager configured the applicable billing triggers for the boarding resources
To make a booking, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Boarding.
    The Boarding tab
    ezyVet shows available boarding calendars of your site.
  3. If applicable, use the Department box to select the department that has the boarding facility.
    The Department box
  4. If applicable, use the Species box to show only the boarding facilities that can have bookings for the selected species.
    The Species box
  5. If necessary, use the date button to select a date.
    The date button
  6. In the booking calendar, select and drag the applicable date range.
    The booking calendar
    ezyVet shows a New Boarding Booking dialog box.
  7. In the Client box, select the applicable client.
    The Client box
  8. In the Patient box, select the applicable patient.
    The Patient box
  9. If applicable, use the Consult (Bill To) box to select an applicable clinical record.
    Note: Selection of a clinical record makes sure that ezyVet includes clinical procedures and clinical products in the same invoice that ezyVet automatically makes for the boarding booking. To automatically make an invoice for the booking, ezyVet uses the billing trigger of step 12.
  10. In the Location box, select the applicable physical area.
    The Location box
  11. If necessary, use the Comments box to enter general information about the booking.
  12. If necessary, use the Billing Triggers box to select a billing trigger.
    The Location box
    Note: If a practice manager configured the booking resource to use a billing rigger, the Billing Triggers box automatically shows the applicable billing trigger. If necessary, speak to your practice manager before you select a different billing trigger.
  13. Select Add.
    The Add button
    ezyVet shows a confirmation message:

ezyVet has the boarding booking. The boarding calendar shows the booking:
The boarding calendar and a booking
Parent topic: Boarding
Related concepts
  • The Boarding dashboard tab
  • Boarding status icons
  • Steps to start and complete boarding
Related tasks
  • Print a boarding label
  • Print a boarding consent form
  • Receive an in-person signature for a boarding consent form
Related information
  • Boarding system configuration
Procedure
ezyVet

Last updated: May 15, 2024

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Related Articles:

  • Boarding
  • The Boarding dashboard tab
  • Boarding status icons
  • Steps to start and complete boarding
  • Print a boarding label
  • Print a boarding consent form
  • Receive an in-person signature for a boarding consent form
  • Boarding system configuration

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