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      Veterinary care

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        Clinical record maintenance

        • Merge a clinical record

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Clinical record maintenance

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Merge a clinical record

If your ezyVet site has two clinical records that have the same function, a practice manager can merge one with the other.

To merge the clinical records, do this procedure.
  1. Select Clinical.
    The Clinical tab
    The left sidebar shows clinical records of your ezyVet site.
  2. Find and select the clinical record that you want to keep.
    ezyVet shows the settings of the clinical record.
  3. Select Merge.
    The Merge tab
  4. Use the box to select the clinical record to merge with the clinical record that you want to keep.
    The box to select the clinical record
  5. Select Merge.
    The Merge button
    ezyVet shows a warning message:
    A warning message
  6. Select OK.
    ezyVet shows a confirmation message:
    A confirmation message
ezyVet merges the clinical record. And ezyVet shows which clinical record you merged in the Records Previously Merged into this Record section:
The Records Previously Merged into this Record section
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
  • Change the patient of a clinical record
  • Show the total number of clinical record types
  • Enable a disabled clinical record
Concepts
  • About record merge
Procedure
ezyVet
Practice manager

Last updated: July 18, 2024

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Related Articles:

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

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