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      Otto Flow

      • Configure clinical record properties for the Otto Flow integration

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Otto Flow

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Configure clinical record properties for the Otto Flow integration

Before a practice manager configures the Otto Flow integration for ezyVet, they must configure the applicable clinical record properties. The properties configuration is necessary for the correct operation of the Otto Flow integration.

To do the configuration, do this procedure.
Note: The result of this procedure is that it is not mandatory for a clinical record to have a related appointment record. Thus, this procedure could change how staff do clinical and appointment tasks with ezyVet.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Settings.
    The Settings setting in the settings list
  3. Select Record Properties.
    The Record Properties setting
  4. Select Properties: Clinical Record.
    The Properties: Clinical Record setting
    ezyVet shows the properties of clinical records.
  5. Clear the Compulsory checkbox that is adjacent to the Appointment setting.
    The Compulsory checkbox that is adjacent to the Appointment setting
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has the necessary clinical record configuration for Otto Flow.
Parent topic: Otto Flow
Related tasks
  • Configure the Otto Flow integration
Procedure
ezyVet

Last updated: July 31, 2024

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Related Articles:

  • Otto Flow
  • Configure the Otto Flow integration

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