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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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        Getting started

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        Planning guides

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        Send appointment messages, forms, and reminders

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        Virtual appointments

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        Find and show appointment information

        • Reports and methods to find appointment information

        • Show a list of calendar appointments

        • Show information about canceled appointments (Cancelled Appointments report)

        • Show information about canceled appointments (Records dashboard method)

        • Appointment booking groups

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        Appointments and travel invoicing

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        Boarding

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        Kiosk: Easy client check-ins

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        E-booking

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        Appointment status configuration

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        Appointment type configuration

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        Calendar configuration

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        General configuration of appointments

      • Integrations for appointments and telemedicine

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        Appointments troubleshooting

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      Products

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      Veterinary care

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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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    Vello

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    ezyVet Scan

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    ezyVet Data Lake

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    Knowledge Center: New and published

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Find and show appointment information

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Appointment booking groups

A practice manager uses an appointment booking group to put appointment types in a group. As a result, staff can use appointment booking groups to quickly and easily do reporting of many appointments at the same time.

You usually put appointment types that are almost the same in one appointment booking group. For example, your organization could have these three configured appointment types:
  • Consult (15 minutes)
  • Consult Extended (30 minutes)
  • Consult New Client (15 minutes)
Then, to make reporting easier, a practice manager:
  1. Makes an appointment booking group with the name Consultations
  2. Adds the three appointment types to the Consultations group
Example
Appointments reporting example gives an example of a reporting task that uses the Records dashboard tab. In the example:
  1. A staff member selected the Appointment record type
  2. They added an Appointment Group filter
  3. They set the Appointment Group filter to Consultations (a configured appointment booking group for consultations)
  4. They selected Show Records.
The Meta Appointments section of the Records dashboard tab shows all appointments that use the appointment types of the Consultations appointment booking group. Then if necessary, the staff member can easily do tasks for many or all of the appointments at the same time. For example:
  • They can disable or enable the appointments
  • They can change the appointment status
  • They can do an export of the appointments to a file
Figure 1. Appointments reporting example

Appointments reporting example
Note: The name of the filter of the Records dashboard tab for appointment booking groups is Appointment Group.

User account permissions for appointment booking groupsCopy

A practice manager usually configures appointment booking groups. But ezyVet also has dedicated user account permissions for appointment booking groups that you can configure for other staff. This table gives each applicable permission and its function:
PermissionFunction
Appointments > Appointment Booking Groups > Add/EditA user account can:
  • Make appointment booking groups
  • Change the configuration of an appointment booking group
Appointments > Appointment Booking Groups > Disable/RestoreA user account can disable and enable configured appointment booking group.
Appointments > Appointment Booking Groups > Update Booking Group on Appointment TypeA user account can:
  • Add appointment types to an appointment booking group
  • Remove appointment types from an appointment booking group
Parent topic: Find and show appointment information
Related concepts
  • Reports and methods to find appointment information
Related tasks
  • Show a list of calendar appointments
  • Show information about canceled appointments (Cancelled Appointments report)
  • Show information about canceled appointments (Records dashboard method)
Tasks
  • Make an appointment booking group
  • Add an appointment type to an appointment booking group

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ON THIS PAGE

  • Appointment booking groups

    • User account permissions for appointment booking groups

ezyVet

Last updated: October 24, 2024

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Related Articles:

  • Make an appointment booking group
  • Add an appointment type to an appointment booking group
  • Find and show appointment information
  • Reports and methods to find appointment information
  • Show a list of calendar appointments
  • Show information about canceled appointments (Cancelled Appointments report)
  • Show information about canceled appointments (Records dashboard method)

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