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    ezyVet

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      Appointments

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        Getting started

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          Appointment statuses

          • Change the status of many appointments to Complete

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Appointment statuses

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Change the status of many appointments to Complete

To change the appointment status of many appointments to Complete at the same time, use the Records dashboard tab. As a result, it is not necessary to change each appointment status each time.

To change the status, do this procedure.
Note: An example of when this procedure is applicable is when the task panel shows an Expired Appointment Status message. Appointments that have the Expired status are usually after their scheduled time and date but staff did not change the status to Departed or Complete.
An example Expired Appointment Status message in the right sidebar
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Appointment.
    The Appointment record type
  4. Select Show Records.
    The Show Records button
    ezyVet shows the applicable appointment records:
    The applicable appointment records
  5. Select the applicable records.
  6. 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 select, select Selected.
  7. In the Action list, select Appointment - Change Appointment Status.
    The Appointment - Change Appointment Status setting
  8. Select Action.
    The Action button
    ezyVet shows the Update Appointment Status dialog box.
  9. In the Appointments box, select Complete.
    The Appointments box
  10. Select Update.
    The Update button
    ezyVet shows a confirmation message:
    A confirmation message
The appointments have the appointment status.
Parent topic: Appointment statuses
Related concepts
  • About appointment statuses
  • Video: Appointment statuses
  • Appointment status icons
Procedure
ezyVet

Last updated: July 31, 2024

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Related Articles:

  • Appointment statuses
  • About appointment statuses
  • Video: Appointment statuses
  • Appointment status icons

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