How to enter a new client & pet into ezyVet who WAS adopted through OHS
Jan 22, 2025
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- Search for adopter in SB with phone number, name, or email address.
- Use the adopter’s person ID number for their EV profile.
- Select “List All Animals”.
- Select “Edit” to view appropriate pet.
- Use pet’s AID number for EV profile.
- Select “View Medical History”.
- Select “Email”.
- Enter [email protected] in the email address field.
- Send.
- Enter adopter’s PID number prefaced by “OHS_” as their EV PID under “Code”. This makes it easier for all departments to cross-reference.
- Verify and copy phone number, email, and home address from SB.
- Save.
- Select “New Profile”.
- Search for pet using SB PID number and selecting “All” under search field. If pet does not appear, enter all data manually from their SB profile.
- If pet does not appear under the search field, click on pet to auto-load their SB information.
- Update “Owner” with adopter’s SB PID number (it should auto-load with just the digits).
- Update pet’s name (remove any former shelter names).
- Update pet’s code to SB PID prefaced by “OHS_”. This makes it easier for all departments to cross-reference.
- Select “Attachments.”
- Open ohsinfo email from SB and drag medical record into profile.
- Save.
