home

Browse documentation

ezyVet Knowledge Center

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

Find patients who have due care services

Use the Records dashboard tab to quickly and easily find patients who have due care services. For example, you can find all patients who have a vaccination that is due today or after today's date. And you can also do an export of a list of patients (for example, to print a list).

To find the applicable patients, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Patient.
    The Patient record type
  4. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to S.O.C. Due.
    The S.O.C. Due filter
  6. Set the mathematical comparison to >=.
    The Due Date box and mathematical comparison setting
    Tip: To help find the applicable records, select the filter date.
  7. Select Show Records.
    The Show Records button
  8. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To do an export of all records of the search results, select All. To do an export of only the records that you select, select Selected.
  9. Set Action to Export - Patients.
    The Export - Patients setting
  10. Select Action.
    The Action button
    ezyVet shows an Output Animals dialog box.
  11. In the Format section, select the applicable output format.
    The Format section
  12. Select Queue Report.
    The Queue Report button
Your browser downloads a document with a list of applicable patient records to your device.