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Make an appointment type for virtual appointments

Before staff can use virtual appointments, a practice manager must make an applicable appointment type.

Make sure that you configure the Zoom integration.
To configure an appointment type, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Settings.
    The Settings setting in the settings list
  3. Select Appointment Types.
    The Appointment Types setting
    ezyVet shows a New Appointment Type screen.
  4. In the Name box, enter a name for the appointment type.
    Tip: Use a name that makes it easy for staff to see that the appointment type is a virtual appointment type. For example, enter Zoom (virtual).
  5. In the Properties section, set Needs a client, Needs an animal, and Needs a clinical record to YES.
    Applicable settings in the Properties section.
  6. If necessary, set Send Confirmation to YES.
    Note: If you set Send Confirmation to YES, ezyVet sends an appointment confirmation message with email or SMS:
    • Immediately after you make a virtual appointment
    • If you change the date of an scheduled virtual appointment
  7. In the Virtual Appointment Settings section, set Is virtual appointment to YES.
    The Is virtual appointment setting
  8. Set Select Provider to Zoom.
  9. Refer to Video call settings to make the remaining settings.
    Table 1. Video call settings
    SettingDescription
    Start Video When Host JoinsIf you set Start Video When Host Joins to YES, the video call starts when the staff member who made the virtual appointment connects to the call.
    Password RequiredIf you set Password Required to YES, the call participants must enter a password to connect to the call. ezyVet automatically sets a password when you make a virtual appointment.
    Note: If necessary, you can manually enter a different password when you make the appointment. For more information, refer to Make a virtual appointment.

    If you set Password Required to NO, the virtual appointment uses the Default Password setting of the Zoom integration. For more information, refer to Configure the Zoom integration.

  10. Select Save.
    The Save button
ezyVet has a configured appointment type for virtual appointments.