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Basic Navigation

Preparation

This is the homepage for ezyVet and the first thing you see when you login. There are 4 main sections on the homepage.


(Purple) Primary Tabs

  • These are the primary EzyVet Tabs

  • These are color coded to help distinguish sections and sub-tabs

  • These sections include:

    • Dashboard

    • Contacts

    • Patients

    • Clinical Records

    • Financial

    • Reports

    • Admin

    • ezyVet Help


(Pink) Sub-Tabs

  • These are tabs that are open within the primary tabs (listed above)

  • These are color coded to help you identify which section they belong to

  • If you right click a tab in this section, you will see several options:

    • "Refresh" - refresh just this single tab

    • "Close Others" - all other subtabs will be closed

    • "Copy Link"


(Green) Additional Sections

  • Navigation History - shows recently opened tabs

  • Payment Terminal - used to select a default payment terminal. You can change this based on whichever location you're working

  • Memos - This is linked to user emails. We are not currently utilizing this feature

  • User - Logout and lockout



(Blue) Task Panel/Support

  • Task Panel - This is an optional section of EzyVet. We may explore this more in the future

  • Support - Use this to submit an EzyVet question or issue. If and EzyVet tech needs to remote into the computer, you can select the "Remote Access" option to allow remote access


Calendar


This is the appointment scheduler. A few things to note when viewing the calendar:


  • If a doctor's schedule is completely gray, they are unavailable that day. Doctors who are working may have gray blocks in their schedule for their lunch/break, or to reserve an appointment time for a specific appointment type (urgent care, sick, wellness). 

  • White spots are open appointment spots. Double clicking a white spot under a doctor will pull up the option to schedule an appointment.


(Yellow) Date Selection

  • Option to select the day you wish to view


(Green) Doctor/Calendar Resource

  • Option to select which doctors/rows you want visible when viewing the schedule. This gives you the option to have only the doctors that are working on a given day appear. 


(Blue) Settings

  • Changing the time interval allows you to "zoom in" or "zoom out" of the schedule

    • Smaller time intervals= zoom in

    • Larger time intervals = zoom out

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