
ezyVet is packed with powerful tools designed to help your veterinary practice run more smoothly - but with so much functionality, it’s easy to miss a few hidden gems. Whether you're new to the system or have been using it for years, there may be features you're overlooking or not using to their full potential.
Here are three frequently overlooked features that can save time, improve workflows, and help your team get more from ezyVet.
Key takeaways
ezyVet’s SOC system can improve patient compliance and reduce admin by automating reminders based on clinical conditions.
The powerful Records dashboard empowers practices to organize data, uncover opportunities, and take action at scale.
The consult timeline helps teams quickly get up to speed on patient history, saving time and improving clinical decision-making.
1. Automate care reminders with ezyVet’s SOC system

Here’s a feature that you’re probably not using to its full extent: ezyVet’s standard-of-care (SOC) system.
The SOC system helps your team track and deliver consistent, high-quality care. It gives you a clear, at-a-glance view of the vaccinations and treatments each patient has received, what’s coming up, and what’s overdue. You can use it to manage everything from annual boosters and blood tests to long-term treatments for conditions like arthritis or chemotherapy.
You can view SOC information in the SOC table, which can be accessed via the S.O.C. tab of patient records and clinical records. Here, you’ll find a bunch of helpful information, including:
Which services are due, nearly due, or overdue.
When previous treatments or vaccinations were completed.
How important a treatment or vaccination is.
What a patient has already received.
When a treatment or vaccine is due, ezyVet’s SOC system can automatically send care service reminders to clients without any manual input.
This isn’t unique to ezyVet. But what sets ezyVet apart from other practice management systems is how flexible the SOC system is. While most platforms trigger reminders based only on invoices or appointments, ezyVet can generate reminders based on more meaningful clinical data such as a patient’s species, age, sex, life stage, presenting problem, and more.
That means clients are kept in the loop about their pet’s care, even if no appointment has been booked or invoice raised. And for your team, it’s a huge time saver - less chasing, fewer missed reminders, and a more proactive approach to preventive care.
2. Get deep business insight via the Records dashboard

If you’re only using the Records dashboard to pull the occasional client or patient list, you’re missing out on one of ezyVet’s most powerful tools.
Located under the Dashboard tab, the Records dashboard lets you generate highly customized reports using a wide range of filters. You can use this information to gain deep insight into your business and find new ways to improve efficiency, drive revenue, and make data modifications in bulk.
Here are just a few examples of things you can do with the Records dashboard:
Run marketing campaigns: Want to promote a flea treatment to clients who’ve purchased it in the past six months? Use the dashboard to pull a list, create a personalized message, and send it via SMS or email in just a few clicks - no need to create individual communications manually. Learn how!
Re-engage inactive clients: Run a win-back campaign by filtering for clients who haven’t been invoiced in the past 12 months. Combine filters by patient or owner, and reach out with a friendly reminder or offer to rebook. Learn how!
Clean up your product list: Over time, product lists can get cluttered. Use the dashboard to sort and bulk edit items - update pricing, adjust product codes, move products between groups, or flag medications appropriately - all without editing entries one by one. Learn how!
The Records dashboard can save hours of admin work - and open up new ways to connect with clients and optimize your business. If you haven’t explored its full potential, now’s the time to start.
3. Prepare for appointments with the Consult Timeline

Need to quickly get up to speed on a patient’s history before heading into an exam room? The Consult Timeline in ezyVet makes that easier than ever.
Available in the Complete History section of the clinical record, the Consult Timeline gives you a clean, visual summary of the patient’s most recent vet visits - all in one place. You’ll see short summaries for up to 50 past consultations, helping you spot patterns, revisit diagnoses, and understand the patient’s journey at a glance.
Click on any date in the timeline to open the full consultation in a new tab. It’s a fast, easy way to review key details without digging through long records or switching windows.
To access the Consult Timeline:
Open the patient’s clinical record
In the sidebar, select Complete History
Set the view mode to Combined View.
It’s a simple feature, but it can have a big impact - saving time, reducing cognitive load, and helping your team focus on the present. If you haven’t tried it yet, this is one tool that’s well worth exploring.
FAQs: Underutilized ezyVet features
What is a standard-of-care system in veterinary practices?
A standard-of-care system helps track recurring treatments like vaccinations or blood tests and can automatically remind clients when services are due. It ensures consistency in care and improves patient outcomes.
How can I automate client reminders in my veterinary clinic?
Using a practice management system with built-in automation features, you can set up reminders based on factors like species, age, or diagnosis. This reduces manual admin and increases client compliance.
How do I quickly review a patient’s history before a consultation?
Tools like a consult timeline give you a visual summary of past visits, treatments, and diagnoses. This makes it easier to prepare before seeing the patient and improves clinical efficiency.
Conclusion
It’s easy to overlook features you’re not using every day - but often, those hidden tools can have the biggest impact. From smarter reminders to more efficient reporting to quicker consult prep, these ezyVet features are all about helping your team work smarter, not harder.
Still deciding if ezyVet is right for you? Book a FREE demo and discover how ezyVet can help you drive revenue, reduce manual labor, and deliver outstanding patient care.