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Make a phone template for client callbacks

A client callback in ezyVet uses a related phone template. The phone template gives the text that staff should refer to when they speak to the client during the callback. A practice manager can make the phone template.

To make a phone template, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Templates.
    The Templates setting in the settings list
  3. Select Phone Templates.
    The Phone Templates setting
    ezyVet shows the New Template screen.
  4. In the Template Name box, enter a name for the phone template.
    The Template Name box
  5. In the Template Group box, select an applicable template group.
    The Template Group box
  6. In the Plaintext box, enter the content of the phone template.
    The Plaintext box
  7. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet makes the phone template available for selection in the Template box of the New Client Communication dialog box:
The Template box

ezyVet shows the New Client Communication dialog box after you select the Callback button in an applicable record type.