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About the ClinicWise integration

The ClinicWise integration gives access to ClinicWise features with ezyVet. ClinicWise decreases the manual work necessary to make patient appointments and to do many other workflows (for example, reminders for annual health checks or post-appointment feedback).

The ClinicWise integration uses a bot. The bot is an app that shows in a small window in your organization’s website. If a client wants to make an appointment, they can enter the applicable appointment information directly in the bot's window. Then, the bot can automatically make the appointment directly in ezyVet. As a result, it is not necessary for you to manually enter the appointment information in ezyVet’s calendar.

The ClinicWise bot does a check to make sure that a person who enters information in the bot window is a client of your organization. To complete the check correctly, a person must enter their first name, last name, and email address. If one item of information is incorrect, the bot tells the person to correct the information and try again. If the person enters all information correctly, the bot knows that the person is a client of your organization. Then:
  1. The bot finds the applicable contact record and patient record in ezyVet
    Note: If ezyVet does not have an applicable record, the bot makes one in ezyVet.
  2. The bot gives the client the available appointment times in a period that you can configure (for example, a two-week period)
  3. The client uses the bot to select the appointment time that they want
  4. The bot makes the appointment directly in ezyVet

When a client uses the bot window to make an appointment, the window can show the client the available appointment times. To configure the appointment times that the bot window shows, you use a dedicated ClinicWise booking app.

ClinicWise surveys

You can use ClinicWise to write surveys for your clients. An example of an applicable survey is a post-operation check. The ClinicWise integration makes it easy to send a link to a survey directly from ezyVet to a client. To send a link, ezyVet can use an SMS message or an email with an applicable SMS template or email template. After a client completes a survey, the integration syncs it to the Communications tab of the applicable ezyVet contact record.

More information and customer support

For more information about ClinicWise, refer to www.clinicwise.vet.

If you have problems with speak to ClinicWise customer support: