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About communication tasks

A communication task is an ezyVet feature that helps you to automatically make and send many messages for clients. Communication tasks decrease the manual work that staff do to make and send client messages.

Types of information that you can use with a communication task include:
  • Appointment reminders
  • Appointment follow-up messages
  • Due vaccination reminders
  • Overdue vaccination reminders
  • Postcards
  • General messages for clients

Communication tasks can use different message types. For example, communication tasks can make email messages, SMS messages, and letters that staff can print and send. To use the different message types, the client contact records must have the necessary message type information. For example, before a communication task can make email messages for a client, you must enter an email address in their contact record.

One configured communication task can use more than one message type. For example, one communication task can automatically make email messages, SMS messages, and letters.

The For Reminders/Automated Communication setting

A practice manager usually configures the communication tasks for your organization. But it is important for other staff to know about the For Reminders/Automated Communication setting that shows in contact records. ezyVet shows the For Reminders/Automated Communication setting adjacent to the email addresses and phone numbers that you enter in a contact record. If you select For Reminders/Automated Communication, a communication task can use the email addresses and phone numbers to make and send messages.
Figure 1. The For Reminders/Automated Communication setting

The For Reminders/Automated Communication setting

Configured communication tasks of a new ezyVet site

All new ezyVet sites have a set of configured communication tasks. A practice manager can use the configured communication tasks to quickly and easily start to use communication tasks for their organization. Or they can use the communication tasks as a source to make different communication tasks with a different configuration.
Figure 2. Configured communication tasks

Configured communication tasks
Tip: The settings of the configured communication tasks can help a practice manager know the function of communication task settings.