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        Veterinary referrals

        • Make a contact record for a referring veterinary clinic

        • Make a contact record for a referring veterinarian

        • Make a relation between a veterinarian and a referring veterinary clinic

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Veterinary referrals

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Make a contact record for a referring veterinary clinic

For correct operation of veterinary referrals make a dedicated contact record for the applicable veterinary clinic.

To make a contact record, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the New Contact screen.
  2. In the Contact Type section, select Business.
    The Business option
  3. In the Contact Type section, select Customer and Vet.
    The Customer and Vet settings
  4. In the Email / Phone box, enter the email address or phone number of the clinic.
    The Email / Phone box
  5. In the Type box of the Contact Methods section, select Email if you entered an email address.
    The Type box
    Note: If you entered a phone number, use the Type box to select the type of phone number.
  6. Enter the remaining information of the contact record as necessary (for example, physical address information).
  7. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has a contact record for the referring veterinary clinic.
  1. Make a contact record for each referring veterinarian of the referring veterinary clinic
  2. Make a relation between the contact record of the of the referring veterinary clinic and each contact record of each referring veterinarian
Parent topic: Veterinary referrals
Related tasks
  • Make a contact record for a referring veterinarian
  • Make a relation between a veterinarian and a referring veterinary clinic

Procedure
ezyVet

Last updated: June 12, 2024

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Related Articles:

  • Veterinary referrals
  • Make a contact record for a referring veterinarian
  • Make a relation between a veterinarian and a referring veterinary clinic

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