New feature: Vello Postcards east Read more

home

Browse documentation

Browse documentationLearn new skillsDiscover resourcesSee all integrations
search
search
Browse documentationLearn new skillsDiscover resourcesSee all integrations

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

search
thumbnail

Browse documentation

Browse documentation Contents

close
  • expand_more

    ezyVet

    • expand_more

      Veterinary care

      • expand_more

        Clinical record maintenance

        • Change the patient of a clinical record

  • Vello

  • ezyVet Scan

  • ezyVet Go

  • Vet Radar

  • ezyVet Data Lake

  • IDEXX SmartFlow

  • ezyVet Connect

  • Knowledge Center: New and published

  • Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Veterinary care
  6. arrow_right
  7. Clinical record maintenance

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Clinical record maintenance

chevron_right

Change the patient of a clinical record

If necessary, you can change the patient of a clinical record to a different patient.

Note: After you do this procedure, the clinical record's invoices will continue to have a relation with the contact record of the initial patient’s owner. The applicable invoices show in the Invoices Billed to Other Customers section of the clinical record's Financial tab:
The Invoices Billed to Other Customers section
If necessary, you must manually change the invoices to have a relation with the contact record of the different patient’s owner. Do this immediately after the end of this procedure. And if it is necessary to change an invoice’s relation:
  1. Remove the invoice’s payment allocations.
  2. Unapprove the invoice.
  3. Change the client of the invoice to the applicable contact record.
To change the patient of a clinical record, do this procedure.
  1. Select Clinical.
    The Clinical tab
  2. Find and select the applicable clinical record.
  3. In the Patient section of the clinical record sidebar, select the pencil button.
    The Patient section on the left of the screen
    ezyVet shows the Set Patient For Record dialog box.
  4. Select the applicable patient record.
    The search box
  5. Select Change.
    The Change button
    ezyVet shows a confirmation message:
    A confirmation message
The clinical record has a relation with the different patient record.
Parent topic: Clinical record maintenance
Related concepts
  • Video: Change the case owner of a clinical record
  • Video: Change the patient of a clinical record
Related tasks
  • Change the case owner of a clinical record
  • Merge a clinical record
  • Show the total number of clinical record types
  • Enable a disabled clinical record
Procedure
ezyVet

Last updated: November 4, 2024

chevron_leftchevron_right

Related Articles:

  • Clinical record maintenance
  • Change the case owner of a clinical record
  • Video: Change the case owner of a clinical record
  • Video: Change the patient of a clinical record
  • Merge a clinical record
  • Show the total number of clinical record types
  • Enable a disabled clinical record

ezyVet-footer

Need help?
Go to ezyVet customer support

Products

Tour

Features

Pricing

Book a demo

Browse integrations

Build an integration

Become an integration partner

System requirements

ezyVet Go

Solutions

General practice

Emergency

Specialty

Equine

Corporate groups

Universities

Production animals

Mobile

Resources

Customer stories

Blog

Events

Webinars

Tips and tricks

ezyVet TV

Starting a new practice

Customer referral

Support

Company

About us

Contact us

Careers

Community forums

Security

Merch

We’re here for you.

Terms and conditions Privacy policy Cookie statement Cookie list ezyVet sign-in