How to link Appointments to Clinical Records on ezyVet

This article will walk you through how to link appointments to clinical records on ezyVet.

When it comes to Clinical records, it is important to note that a record does not get created automatically for a new client and that you would need to manually add this, this is a limitation Vetstoria has with Ezyvet. 

Given below are steps on how to do this:

For Matched appointments (if the clinical record already exists on Ezyvet):

For Matched appointments (if the clinical record does not exist on Ezyvet):

For Unmatched appointments:

Once you create the new Contact and Animal, go back and link the contact and animal and then click on save and close, and you will see that a clinical record gets automatically created. You will then need to double-click the appointment again to see the clinical record. Given below is a video on this:

If you have any questions or if you need further help, please use the 'submit a request' form linked at the top of this page to reach out to our support team.