home

Browse documentation

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

About record search

ezyVet has a full search system that you can use to quickly and easily find records (for example, patients, clients, and invoices).

Each primary record type has a related search interface. For example, the Patients primary tab has a search interface to find patient records. And the Contacts primary tab has a search interface to find many types of contact records. The search interface is in the left sidebar.
Figure 1. The search interface for contact records

The search interface for contact records
Note: The Financial primary tab also has a dedicated search interface that you can use to find many types of financial records.

To find records with the search interface, you can use many different types of record information. For example, to find a patient you can use information that includes species, microchip number, and owner name.

It is not necessary to enter the full quantity of information to get a search result. But ezyVet will show results that are the most applicable first. For example, if you do a contact record search for Smith, ezyVet shows results that have the name Smith before Smithers.
Note: ezyVet does not show search results in alphabetical sequence.
The bottom of the left sidebar shows:
  • The total number of records of a record search
  • The number of records shown on the page
    Figure 2. The number of records

    The number of records

Search tabs

The search interface of each primary record type has a set of tabs. Each tab only shows records that have a specified condition. For example, the NRB tab of invoice record search only shows invoices that have the not-ready-for-billing condition. The I/A tab only shows disabled records. And the All tab shows all records.
Figure 3. The tabs of the search interface for invoice records

The tabs of the search interface for invoice records

Customized searches

The search interface of each primary record type is a good general method to quickly and easily find records. But to do a very customized search, it is best to use ezyVet's Records dashboard tab.