Preparation
In ezyVet, communications are a way to document conversations with clients and also have call backs/communications between staff members and departments. We will utilize this sub-tab to track communications between staff/departments (“call-backs”).
(Yellow) Sort Communications
This area allows you to filter the communications you wish to see. You can filter the communication by date, status (pending/done), who created the communication, which patient/contact it is under, the type of communication (phone/in person) or “reason” (which staff member/department the communication was assigned to).
(Blue) Communications
Communications that fit the filters selected above will appear here. In reception, default filters will typically be “pending” and the “reason” will be reception.
Double clicking a communication will open it to view and make updates, including reassigning the “reason” back to another staff member/dept, adding additional notes, or updating the communication to “done.”
Remember:
Reason/Communicates = the staff member/department who needs to receive the communication. (If this does not need to be assigned to to a department or particular staff member, this can be set as *DePorre Veterinary Hospital
Assigned Staff Member = the staff member who created the communication
