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Surgery Templates + Charges

Billing Information/Radiograph Requests

All injection charges will be added via Smartflow

All take-home medications will be added to the "Medications" tab

All procedure charges and additional billing items (such as ecollars, CRIs, and diagnostics) must be added in the Treatment/Procedure section of a clinical record

Remember to update the "Patient Status" throughout the day to keep reception informed. This will allow easier communication between the reception team and worried owners.

Dental radiographs must be requested via EzyVet before they're captured. If a radiograph requeset does not originate from in EzyVet, it will NOT save to the patient's chart!

For Surgeries and COHATs, a Therapeutic/Procedure Template should always be used!


Most injection charges will be added via Smartflow. The only exception to this is CRIs.


(Blue) Add Treatment/Procedures

  • Click the green "+" to add


(Orange) Therapeutic/Procedure Templates

  • ALWAYS find the relevant surgical/COHAT template by either typing into the search box or by clicking the magnifying glass.

  • Once a Therapeutic/Procedure template is chose, the "Template" box to the right with autofill, several "Billing Trigger Product(s)" will autofill, and a template will generate in the "Specifics" box

  • Click in the "Specifics" box and begin hitting "tab" on your keyboard to answer questions related to the pet's procedure

    • Some of these questions will add additional charges


(Yellow) Charges

  • All patient charges will shown here (except medications and charges added via Smartflow)

  • Any injection charges listed here MUST have their quantity updated in the white box to the right of the product description

  • Most injection charges will be added through Smartflow so you don't need to add those here

    • These include:

      • PreOp and PostOp Medications

      • Induction Agents

      • Antiemeticstics

      • NSAID Injections

  • CRIs cannot be added via Smartflow

    • The templates for major surgeries will contain a section regarding CRIs (this will add your charges)

    • If a template doesn't contain a CRI but one needs to be added, you can add a new "Therapeutic/Procedure" template and search for "CRI"

  • You can add any additional charges to this section by selecting the green arrow to the right of "Billing Trigger Product(s)"

    • This might include additional labwork or an ecollar


(Green) Save Your Work

  • Click "Add" to save your note and process all charges

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