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Export Notes to EzyVet
Export Notes to EzyVet

Once your notes are done, export them into your chart in EzyVet

David de Matheu avatar
Written by David de Matheu
Updated over a week ago

VetRec provides support for notes export into EzyVet. All it takes is a couple steps to configure things.

Before we get started, install the VetRec Chrome Extension which we will use to export the notes. Install extension.

Configure your template

In order to properly export notes to EzyVet, we need to map the content in your VetRec template to your EzyVet setup. We do this by opening the template that is being used in VetRec and opening the integration options.

First we navigate to the templates section:

Select your template:

Open the integration options:

Next, pick EzyVet from the integrations picker:

Once selected you will see a list of your template sections in VetRec and input fields for the Section Names in EzyVet. In addition, the fields need to be categorized.

To properly fill out this section, navigate to EzyVet and open your chart. Your chart might looks something like this:
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We will then map the sections from VetRec to EzyVet:

When mapping values, ensure you use the full name of the section including any symbols.

VetRec Section

EzyVet Category

EzyVet Section

Subjective

History

History

Physical Exam

Exam

Exam(Objective)

Assessment

Assessment

Assessments

Plan

Plan

Plan

Enter the mappings into the fields:

Once you are ready, hit save configuration and save the template.

Now that the template is configured you can use it to create notes that are compatible with EzyVet!

Remember to use this template for your notes to ensure compatibility. To help, we recommend setting the template as the default.
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Exporting notes to EzyVet

Once your template is configured, you can generate notes that are compatible with EzyVet. Now lets export the notes.

To export the notes into EzyVet, we will start by opening the chrome extension that we installed at the beginning. If you haven't done so, install the extension. Once install open it. (If you are not logged into VetRec, go ahead and login and re-open the extension.)

In the extension navigate to the history tab:

Then pick the visit notes you want to move to EzyVet:

Next, on the same browser window as the extension, open the EzyVet chart you want to export notes to:

Now, click on the Add all sections to EzyVet button. This will automatically copy the notes from VetRec into EzyVet for all sections. It will use the mappings we configured to ensure all information is in the right place.

And voila! the notes are now exported into EzyVet

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