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Clinical record documents

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Include a clinical summary from a different veterinary practice in a complete history

Your organization could receive a PDF clinical summary from a different veterinary practice (for example, a specialty practice). ezyVet has a method that you can use to include the PDF clinical summary in the complete history of the patient.

Put the PDF document of the clinical summary on the hard drive of your device.
To add the clinical summary to the clinical record and include it in the complete history, do this procedure.
Note: This procedure is applicable to a new clinical record for a patient. If you want to add the PDF clinical summary to a clinical record that is not new:
  1. Find and select the applicable clinical record
  2. Ignore steps 1 thru 7 and do this procedure from step 8
  1. Select Patients.
    The Patients tab
  2. Find and select the applicable patient record.
  3. Select New Case.
    The New Case button
    ezyVet shows a New Clinical Record tab.
  4. If necessary, use the Referring Clinic box to select the applicable referring veterinary practice.
    The Referring Clinic box
  5. If necessary, use the Referring Vet box to select the applicable referring veterinarian.
    The Referring Vet box
  6. In the Clinical Description box, enter applicable information about the PDF clinical summary.
    The Clinical Description box
  7. Select Save.
    The Save button
    ezyVet shows a confirmation message:

  8. Select Attachment.
    The Attachment tab
  9. Drag the applicable file into the Add Attachment(s) box.
    The Add Attachment(s) box
  10. Select Medical.
    The Medical tab
  11. Adjacent to Vet Communication, select the plus button.
    The plus button that is adjacent to Vet Communication
    ezyVet shows a New Vet Communication dialog box.
  12. In the Select A Way To Communicate section, select the email button.
    The Select A Way To Communicate section
    The dialog box shows settings that are applicable to email messages.
  13. Set Status to Done.
    The Status setting
  14. In the Destinations box, select the arrow of the email address of the person who sent the clinical summary.
    The Referring Clinic box
  15. In the Subject box, enter short information that makes it easy for other staff to identify the PDF clinical summary.
    The the Subject box
  16. In the Attachments box, select the file attachment that you added in step 13.
    The Subject box
  17. Select Send.
    The Send button
    ezyVet shows a confirmation message:
    A confirmation message
The clinical record has the clinical summary of the other veterinary practice. ezyVet includes the clinical summary in the complete history:
The clinical summary in the complete history
Parent topic: Clinical record documents
Related tasks
  • Make a document in a clinical record
  • Make an attachment from a clinical record document

Procedure
ezyVet

Last updated: October 8, 2024

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Related Articles:

  • Clinical record documents
  • Make a document in a clinical record
  • Make an attachment from a clinical record document

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