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    ezyVet

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      Getting started

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      Clients

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      Patients

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      Appointments

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      Products

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      Veterinary care

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      Invoicing

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      Payments

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      Refunds

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      Financial controls

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      Xero

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      Insurance

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      Document management

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      File attachments

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      Printing

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      Electronic signatures

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      Inventory

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      Staff management

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      ezyVet administration

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      Reference information

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        Template variables

      • Maximum file sizes of attachments and emails

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        Permissions and access

      • Examples of video documentation for ezyVet

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      Customer support information

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      Release notes

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      ezyVet API

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      Glossary

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      Content for testing

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    Vello

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    ezyVet Scan

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    ezyVet Go

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    Vet Radar

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    ezyVet Data Lake

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    IDEXX SmartFlow

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    ezyVet Connect

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    Knowledge Center: New and published

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    Pilot features

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Reference information

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Examples of video documentation for ezyVet

See a selection of new video documentation for ezyVet.

ezyVet navigationCopy

Video documentation

The ezyVet user interface is the set of areas and controls that you use to get access to veterinary practice information and to do veterinary work.

Primary tabs are the primary method that you use to get access to all ezyVet features and functions.

An ezyVet record usually shows in a dedicated record tab. The record tab shows the name of the record. And it shows the settings of the record. The settings can include related records.

ezyVet uses tabs to show sets of related information and settings in its user interface. Each tab shows information that is generally related to an ezyVet feature or a task that you usually do. ezyVet has shortcuts that you can use to show and hide its tabs.

The left sidebar is one of the primary areas of the ezyVet user interface.

The task panel is one of the primary areas of the ezyVet user interface.

If you hover over an area of the ezyVet user interface that has a record, ezyVet shows a record pop-up window. The pop-up window shows more information about the record.

Boxes show in many areas of ezyVet's user interface.

Each row in a table is usually an ezyVet record. And records that show in a table usually have a button that you can select to enable or disable the record directly.

You can change the information shown in ezyVet tables.

Each column in a table can show an arrow button. The arrow button identifies the column and sequence that ezyVet uses to show the table items.

Each row in a table is usually an ezyVet record. ezyVet has mouse shortcuts you can use to quickly and easily make and open records.

Appointments and other calendar functionsCopy

Video documentation

The calendar screen has buttons, icons, and functions that help you to make and see appointments quickly and easily.

The ezyVet calendar has two view modes that you can use to show appointments and planning guides. The available view modes are day view and week view.

To make an appointment quickly and easily, use the calendar screen.

Use the calendar to easily make changes to an appointment (for example, a change to the date and time).

If an appointment is not necessary, you can cancel it.

A recurring appointment is an appointment that automatically occurs again and again with a specified interval. As a result, it is not necessary to manually make each appointment.

After you make a recurring appointment, you can make changes to its information (for example, its time and interval).

An appointment status is a type of ezyVet record that gives the status of an appointment. Each appointment status has a name and an icon that identifies the applicable status.

When you make an appointment, ezyVet can automatically set many types of information for the appointment (for example, the appointment time). And ezyVet can also make sure that staff select a patient record and clinical record for a new appointment. To set the automatic and mandatory information, ezyVet uses appointment types.

Planning guides decrease the manual work necessary for staff to make appointments at the correct available times and with the correct information.

After you make a planning guide, other staff can easily know the available appointment times for a calendar.

After you make an appointment, you can send an appointment confirmation message to the client. The message is an SMS message that the client can send a confirmation reply to.

Make and configure recordsCopy

Video documentation

A client contact record is the correct type of contact record to use for your clients.

After you make a client contact record, you can make patient records for each patient of the client.

After you make a patient record, you can add an image of the patient to it. The image makes it easy to visually identify the patient.

If a patient record has more than one patient image, you can set one image as the primary image. The patient record sidebar always shows the primary image.

You can use a picklist to quickly and easily record answers to questions in a clinical template. Thus, it is not necessary to manually record patient information.

Parent topic: Reference information
Related concepts
  • Maximum file sizes of attachments and emails
  • ezyVet record icons
Related information
  • Template variables
  • Permissions and access
  • ezyVet system requirements

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ON THIS PAGE

  • Examples of video documentation for ezyVet

    • ezyVet navigation

    • Appointments and other calendar functions

    • Make and configure records

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ezyVet

Last updated: September 24, 2024

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Related Articles:

  • Reference information
  • ezyVet system requirements
  • Template variables
  • Maximum file sizes of attachments and emails
  • ezyVet record icons
  • Permissions and access

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