To schedule an appointment, right click or double left click on any free space on the appointment schedule. A new tab will open within EzyVet showing the screen above.
(Blue)Â Appointment details
In each box, you can click the magnifying glass to scroll through options or you can begin typing in a box and EzyVet will populate relevant search items
By default, the date and time will auto-populate wherever you clicked on the schedule. However, you can manually change these values if needed.
"People/Resources Used" indicated who the appointment is scheduled with. ("Tech appointment" and "Drop Off" can also be selected here)
"Preferred Doctor" and "Second Preferred Doctor" can be left blank
Appointment Status can be left blank until the appointment is confirmed or the patient is checked-in
Do not add anything to "Billing Trigger Products" as we are not utilizing this feature
(Yellow)Â Appointment Description
This is the equivalent to "Appointment Notes" in Cornerstone. This should be used for appointment details or client concerns.
In the patient's clinical record, this will appear under "Presenting Problem"
(Pink)Â S.O.C.
SOC Events are the equivalent to Cornerstone "Reminders"
Overdue items will appear in red