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      Veterinary care

      • Veterinary care tasks

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Veterinary care tasks

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Automatically print a vaccination certificate after invoice approval

A practice manager can configure a product to automatically make a PDF vaccination certificate immediately after staff approve an invoice that has the product. For example, a practice manager can do the configuration for a rabies vaccination product. If an invoice has the rabies vaccination, ezyVet automatically makes a vaccination certificate after a staff member approves the invoice.

  • Make sure that your site has a document template with the applicable content and formatting for the vaccination certificate
  • Make sure that your site has the applicable product with the correct configuration
To configure the product, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Products.
    The Products setting in the settings list
    The left sidebar shows the configured product records of your site.
  3. Find and select the applicable product.
    ezyVet shows the product settings.
  4. Select Advanced.
    The Advanced tab
  5. Go to the Templates section.
    The Templates section
  6. In the Document To Print When Invoiced box, select the applicable document template.
    The Document To Print When Invoiced box
  7. If necessary, set Save as Attachment? to Yes or No.
    The Save as Attachment? setting
    Note: If you set Save as Attachment? to Yes, ezyVet automatically saves the vaccination certificate as an PDF attachment in the patient record.
  8. Select Save.
    The Save button
    ezyVet shows a confirmation message:

After you approve an invoice that has the product, ezyVet immediately shows a PDF vaccination certificate that you can print:
A PDF vaccination certificate
Parent topic: Veterinary care tasks
Related tasks
  • Set the email template that ezyVet uses for discharge summaries
  • Configure a spay or neuter procedure to automatically change patient sex
Related information
  • Prevent clinical record changes
  • Configure information that clinical records show
Procedure
ezyVet
Practice manager

Last updated: May 7, 2024

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Related Articles:

  • Veterinary care tasks
  • Prevent clinical record changes
  • Configure information that clinical records show
  • Set the email template that ezyVet uses for discharge summaries
  • Configure a spay or neuter procedure to automatically change patient sex

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