Preparation
This is the Contact page (previously the "Client Account" in Cornerstone. This is where you'll find client details, prompts, and financial information.
(Yellow) Contact Buttons
These are buttons for tasks/actions available related directly to the client.
For now, we will only use
“save”
“send email”
“new appointment”
“new"
patient”
“print label”
Please note that all these functions are accessible in other areas of ezyVet as well.
(Green) Contact Search
From here, you can search for existing contacts by their name, contact number, phone number, address, or email. Searches can be filtered by active and/or inactive contacts.
(Blue) Contact Details
This is where more detailed information on clients will be displayed. This includes:
Contact type: business or individual
Other Details: AKA client prompts-important information about the client, including scheduling requirements, records release authorization, etc.
Personal Details: names on the account
Contact Information: phone numbers and emails
Physical Address
Tags: If the client has a discount (will appear under “discount group” box)
General Information: MAPS information (DOB, license #), pet insurance information.
Related Records
All patients under the selected contact will be listed here. This will include active, inactive, and deceased patients.
You can double click on the patient to bring up their information in a “patient” tab. All of the patients' clinical records and estimates can also be viewed here.
Hitting the “+” icon next to “Patients” allows you to add a new patient.