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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 or Any section, select the green plus button to add a filter.
    Tip: Use the All section to show records that agree with all of the filters that you add. And use the Any section to show records that agree with one of the filters that you add.
  5. Set the filter to S.O.C. Due.
    The S.O.C. Due filter
  6. In the What box, select the applicable care service.
    The What box
    Note: If you do not select a care service, ezyVet shows patients who are due for all care services. If you select a care service, ezyVet shows patients who are due for the selected care service.
  7. Set the mathematical comparison to >=.
    The Due Date box and mathematical comparison setting
    Tip: To help find the applicable records, select the filter date.
  8. Select Show Records.
    The Show Records button
  9. 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.
  10. Set Action to Export - Patients.
    The Export - Patients setting
  11. Select Action.
    The Action button
    ezyVet shows an Output Animals dialog box.
  12. In the Format section, select the applicable output format.
    The Format section
  13. Select Queue Report.
    The Queue Report button
Your browser downloads a document with a list of applicable patient records to your device.