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    ezyVet

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      Veterinary care

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        Send clinical information to clients, organizations, and other persons

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          Clinical summaries

          • About clinical summaries

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Clinical summaries

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About clinical summaries

To quickly and easily send a specified set of clinical information to a client or other persons, use a clinical summary. ezyVet clinical summaries use templates to help make sure that applicable clinical information is high quality and is easy to send.

A clinical summary can have information that is the applicable to the person who receives the information. For example, a clinical summary for clients could only have information about take-home medications, discharge notes, and revisits. And a clinical summary for specialist veterinarians could have information about clinical procedures and other information that is only related to the procedures.

Before you send a clinical summary:
  • You can set a date range for the clinical summary information
  • You can tell ezyVet to use show clinical information in groups of dates or in groups of clinical information types
  • You can select a Preview Summary button to do checks before you send the clinical summary
All ezyVet sites have a set of configured clinical summaries that you can select and use in clinical records. This image shows an example of configured clinical summaries in ezyVet’s system settings and the Summary box of a clinical record where you can select them:
Configured clinical summaries in ezyVet’s system settings and the Summary box of a clinical record
Exclude and Include boxes shows the Exclude and Include boxes of the screen that you use select and send a clinical summary. Each box can have types of clinical information (for example, medications or histories). A clinical summary shows information that you add to the Include box. A clinical summary does not show information that you add to the Exclude box. When you select a clinical summary in a clinical record, ezyVet automatically puts applicable information in the Exclude and Include boxes. But if necessary, you can use the boxes to adjust the information of the clinical summary that you selected.
Figure 1. Exclude and Include boxes

Exclude and Include boxes
Note: Communication records are one type of information that you can include in a clinical summary. But a clinical summary can show communication records of only some types of messages. For more information, refer to the documentation about communication records that a clinical record can show.
ezyVet keeps a record of clinical summaries that you send. The records show in the Clinical Summary section of the clinical summary screen in clinical records:
The Clinical Summary section

Clinical summaries and ezyVet templates

A clinical summary uses:
  • A document template
  • An email template

The document template controls the content and formatting of the clinical summary. The email template controls the content and formatting of the email that you use the send the clinical summary to persons.

All ezyVet sites have a set of document templates and email templates that staff can select and use for clinical summaries. A practice manager can use the templates as an initial source for make other document templates and email templates for clinical summaries.
Figure 2. Document templates and email templates for clinical summaries

Document templates and email templates for clinical summaries
Parent topic: Clinical summaries
Related concepts
  • General steps to configure and use clinical summaries
  • Clinical summaries: Settings to show or change information
  • Communication records that a clinical summary can show
  • Changes to clinical summaries in ezyVet version 40.4
Related tasks
  • Send a clinical summary
  • Get access to user account settings to show or change clinical summary information
Related information
  • Clinical summary configuration
ezyVet

Last updated: April 16, 2024

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Related Articles:

  • Clinical summaries
  • General steps to configure and use clinical summaries
  • Send a clinical summary
  • Clinical summaries: Settings to show or change information
  • Communication records that a clinical summary can show
  • Get access to user account settings to show or change clinical summary information
  • Clinical summary configuration
  • Changes to clinical summaries in ezyVet version 40.4

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