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        • 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 relation between a veterinarian and a referring veterinary clinic

For correct operation of veterinary referrals, make a contact record for the referring veterinary clinic. Then, make contact records for each referring veterinarian of the referring veterinary clinic. Then, make a relation between the contact record of the referring veterinary clinic and each contact record of each referring veterinarian.

Make sure that you made the applicable contact records.
To make the relation, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the contact records of your site.
  2. Find and select the applicable contact record of the referring veterinary clinic.
  3. Select Details.
    The Details tab
  4. Adjacent to Associated Contacts, select the plus button.
    The plus button that is adjacent to Associated Contacts
    ezyVet shows the New Contact Association dialog box.
  5. In the Association box, select Vet.
    The Association box
    Trouble: If the Association box does not show Vet, make sure that the contact record has the correct configuration. If necessary, refer to the procedure that tells you how to make a contact record for a referring veterinary clinic.
  6. In the Contact box, select the contact record of the applicable veterinarian.
    The Contact box
  7. Select Add.
    The Add button
    ezyVet shows a confirmation message:

ezyVet shows the veterinarian in the Associated Contacts section:
The Associated Contacts section

If necessary, do this procedure again for each applicable referring veterinarian.

Parent topic: Veterinary referrals
Related tasks
  • Make a contact record for a referring veterinary clinic
  • Make a contact record for a referring veterinarian

Procedure
ezyVet

Last updated: July 18, 2024

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Related Articles:

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

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