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Do diagnostics species mapping for many species

Diagnostics species mapping is necessary for the correct and accurate function of diagnostics integrations. To do the species mapping for many species at the same time, a practice manager can use the Records dashboard.

Make sure that your site has the applicable diagnostics integration.
To do the species mapping, do this procedure.
Note: This procedure uses an IDEXX integration as an example.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Species.
    The Species record type
  4. Select Show Records.
    The Show Records button
  5. Select the applicable records.
  6. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To change all records of the search results, select All. To change only the records that you select, select Selected.
  7. In the Action list, select Species - Map Integration Species.
    The Species - Map Integration Species setting
  8. Select Action.
    The Action button
    ezyVet shows the Map Integration Species dialog box.
  9. In the Supplier box, select the supplier contact record of the applicable diagnostics integration.
    The Supplier box
    ezyVet shows the applicable species records:
    The selected species
    Note: If a species record has a relation to an equivalent species of the diagnostics integration, ezyVet shows the equivalent in the Integration Map box.
  10. Use the Integration Map box of the applicable species record to select the equivalent species of the diagnostics integration.
    The Integration Map box
  11. Select Update.
    The Update button
    ezyVet shows a confirmation message:
    A confirmation message
The diagnostics integration has the necessary species mapping.