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Release notes: ezyVet version 42.7

ezyVet version 42.7 is available from June 17, 2025.

Changes

Streamlined estimates (pilot feature): In the Estimates screen, if the status of an estimate shows as Accepted or Declined, you can change the status back to Draft. As a result, you can easily make changes to the estimate. Previously, it was not possible to change the status of an estimate back to Draft or to make changes to the estimate.

Note: ezyVet keeps a client's signature in the Attachments tab if:
  1. The client used a remote signature link to accept an initial estimate
  2. You change the estimate status
ezyVet does not keep a client's signature in the Attachments tab and you must send a different link to a client if:
  1. The client does not use a remote signature link to accept an initial estimate
  2. You change the estimate status
The eClaims dashboard tab has three new filters that you can use to show claims. You can use:
  • The supplier
  • The claim reference number
  • The policy number
Figure 1. The new eClaims dashboard tab filters

The new eClaims dashboard tab filters

E-Booking system: Added the Guests can cancel their booked appointments setting. If you set Guests can cancel their booked appointments to NO, the Upcoming Appointments section of the online portal does not show the cancel button. Previously, the portal always showed the cancel button.

Figure 2. The Guests can cancel their booked appointments setting
The Guests can cancel their booked appointments setting
Figure 3. Cancel button in the online portal
Cancel button in the online portal

CareCredit hosted payments: If you use the Send to Patient/Client screen, the Response column of the Transactions tab of the payment can show the status Sent via Email or Sent via Text. Previously, the Response column did not show a status for CareCredit payments.

Windcave integration: The Card brand column of the Transactions tab of a payment record and ezyVet reports can show the Maestro card brand. Previously, ezyVet showed Unknown.

Trupanion: In the Insurance tab of a patient record, the left sidebar does not show completed claims. Previously, the left sidebar showed in-progress claims and completed claims.

Changes to communication tasks for standard of care

This version of ezyVet uses real-time data to calculate the due dates of care services and completed care services. The real-time data helps makes sure that communication tasks send care service messages at the correct days and times.

Communication tasks that you configured before the change to real-time data will possibly send care service messages before the day that you want. To make sure that care service messages send during the correct day:
  1. Open the configuration settings for the applicable communication task
  2. Do a check of the Time Period settings that show in the Communication section
  3. If the first part of the Between setting shows 0 day(s), change it to 1 day(s)
For example, a configured communication task is scheduled to start in the afternoon. The first part of the Between setting shows 0 day(s). To make sure that the communication task sends messages during the next day, changes 0 day(s) to 1 day(s):Example of the Between settings that you must change
Note: It is only necessary to do the communication task checks for care service messages. It is not necessary to do the checks for communication tasks that send appointment reminders.

Fixes

Easy clinical notes (pilot feature): ezyVet saves only one SOAP note. Previously, ezyVet could incorrectly save two notes that were the same. For more information, about the pilot feature, go to Pilot feature: Easy Clinical Notes.

Health Status record of a patient record or a clinical record: If you do not include a patient's weight data in the health status records, the Weight column in the Averages table shows 0.00. And the averages for other health statuses in the table calculate correctly. Previously, if there was no weight data, the Averages table did not calculate the other health status averages correctly and showed an error message.
Note: If a patient has more than one health status record and you add weight data for one of the records, the Averages table shows the weight of the patient.
The Appointment Type report shows the correct records for the date range that you select. Previously, the report showed records for incorrect dates.

In the History Log tab of the End Of Day Wizard, CareCredit payments show in a CareCredit column.

When you configure a communication task and select This Or Selected Tasks (Advanced) in the Communication section, ezyVet shows a box to select other communication tasks. Previously ezyVet did not show a box.

Staff must have the necessary user account permissions to use the Records dashboard tab to change a therapeutic record. Previously staff without permissions could make changes to the therapeutic records.

PayJunction terminal payments: In the New Payment screen, if address information is in the Address and Zip boxes, ezyVet does not show a Warning! An empty address field will incur additional costs! message. Previously ezyVet incorrectly showed the message.

Vello integration: When ezyVet creates a client record from the e-booking system, Vello saves the client's contact information. Previously Vello did not save some contact information.

E-Booking system: ezyVet shows an error message if a client tries to add the same contact method to a client contact record more than once. For example, if the client tries to add a the same phone number again, ezyVet shows the error message. Previously, clients could add the same contact method more than once.

Security

Security fixes for insurance integrations.