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Find patients who are enrolled in a wellness plan

To find all patients who are enrolled in a given wellness plan, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Patient.
    The Patient record type
  4. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to Wellness Plan Membership.
    The Wellness Plan Membership filter
  6. Select the applicable wellness plan.
    An applicable wellness plan
  7. Select Show Records.
    The Show Records button
ezyVet shows the patients who are enrolled in the wellness plan.