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        Adjust information shown in clinical record screens

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        Clinical record documents

        • Make a document in a clinical record

        • Make an attachment from a clinical record document

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

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  7. Clinical record documents

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Clinical record documents

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Make a document in a clinical record

Make sure that your ezyVet site has the necessary document templates.
To make a document in a clinical record, do this procedure.
  1. Select Clinical.
    The Clinical tab
    The left sidebar shows clinical records of your ezyVet site.
  2. Find and select the applicable clinical record.
  3. Select Create Document.
    The Create Document button
    ezyVet shows a Create Document dialog box.
  4. In the Choose a template. box, select the applicable document template.
    The Choose a Template. box
  5. Select Edit.
    The Edit button
    ezyVet shows the content of the document template in a new tab.
  6. If necessary, make changes to the content (for example, word changes and formatting changes).
  7. Select Save & Close.
    The Save & Close button
    ezyVet shows a confirmation message:

ezyVet shows the new document in the Created Documents section of the clinical record's Attachment tab:
The Created Documents section
Parent topic: Clinical record documents
Related tasks
  • Make an attachment from a clinical record document
  • Include a clinical summary from a different veterinary practice in a complete history

Procedure
ezyVet

Last updated: July 18, 2024

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Related Articles:

  • Clinical record documents
  • Make an attachment from a clinical record document
  • Include a clinical summary from a different veterinary practice in a complete history

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