General steps to use standard of care and care service reminders
It is important to know the general steps to use the standard-of-care system. The steps include how to make care services and configuration of care service reminders.
This table gives each step, information about it, and applicable documentation:
| Step | Information | Documentation |
|---|---|---|
| 1 | Staff make sure that they know:
| How ezyVet shows standard-of-care information |
| 2 | A practice manager:
| Condition settings of a care service |
| 3 | The practice manager:
| Automatically send messages to clients |
| 4 | The practice manager makes sure that the template that they want to use for care service reminders has applicable content and template variables. | Template variables for care services |
| 5 | The practice manager makes a communication task for care service reminders. | Make a communication task for a vaccination service reminder
Note: The documentation given is a basic example that uses a vaccination service.
|
| 6 | Staff monitor care service information. | Find patients that have due or overdue standard-of-care
items
Do a client report of standard-of-care information Know if a product has a relation to a care service (product settings method) |
| 7 | If necessary, staff:
| Manually change the due date of a care service |