ezyVet’s Standard of Care (SOC) system gives you an incredible amount of flexibility and control over how you deliver care.

To help you get the most out of your system, we’ve rounded up some of the most common questions about ezyVet’s SOCs and answered them all in one place.

Whether you’re new to ezyVet or looking to refine your setup, this post will help you unlock the full potential of your SOC system.

1. How can I simplify and target my SOCs without pulling unnecessary product lists or spreadsheets?

To make your SOC list highly targeted for each patient, leverage SOCs in combination with tagging tasks. By setting criteria for when a tag should be applied, the SOC will only appear for patients with that tag, eliminating unnecessary clutter.

Check out this guided walkthrough on how to optimize customer communication with SOCs and tagging tasks.

For tailored guidance on specific workflows, contact our support team.

2. How do I set up SOCs for maximum efficiency and consistency across the team?

To get started, set up SOCs to reflect your standard workflows for core services like wellness exams and vaccinations. Include all recommended products, services, and tasks within each SOC so your team can apply them consistently for every patient. This ensures nothing is missed and keeps treatment plans and billing accurate.

Check out the following guided walkthroughs for more information:

Once you’re comfortable with the basics, take your SOCs to the next level by using tagging tasks to control when and for whom an SOC appears. This can make your workflows even more targeted and efficient.

Check out this guided walkthrough to learn more about how SOCs and tagging tasks work together. 

3. How can SOCs support general workflows like wellness exams, dentals, and vaccines?

SOCs help drive client compliance and preventive care by standardizing workflows for visits like wellness exams, dentals, and vaccines. An SOC in ezyVet is a predefined set of treatments or vaccinations that defines the recommended care plan for a patient. It provides clear, repeatable processes that make it easier to deliver high-quality patient care while saving time for your team.

ezyVet’s standard-of-care system enables you to build SOCs directly into your daily workflows, giving you an efficient way to track treatments, manage due dates, and automatically remind clients about upcoming care needs. Combined with automated communications, clients receive the right message at the right time, helping them stay on track with their pet’s care. Think of it as a checklist for maintaining a patient’s ongoing health, automatically tracking what’s been completed, what’s due, and what’s coming up next.

For a deeper dive into building foundational SOCs and optimizing preventive care, check out this blog post.

4. How can I use SOCs to trigger automated callbacks or follow-ups from diagnostic results?

You can use SOCs with automated communications to streamline follow-up tasks, such as callback reminders for diagnostic results. Link the relevant SOC to specific diagnostic tests, and when a test is invoiced, the SOC triggers the automated callback task, ensuring your team contacts the client promptly and nothing is missed.

Check out this guided walkthrough for step-by-step instructions.

5. What’s the best way to manage or track declined services, including treatments done at another clinic, without removing them from the SOC table?

Create a “Declined” SOC product for each SOC and add it as a zero-value invoice line item with no next due date.

This keeps the declined service visible for the owner and maintains a clear record on the SOC table, allowing all staff to see the patient’s complete history while clearly marking it as declined.

6. How do I set and manage different reminders linked to SOCs (e.g., vaccines, follow-ups, medications)?

You can configure SOCs to trigger reminders for follow-ups, including vaccines, treatments, or diagnostic callbacks. Assign the appropriate reminder type and timing to each SOC to ensure your team and clients get timely notifications without extra manual tracking.

Here are four guided walkthroughs showing examples of how to set up and manage SOC-based reminders effectively:

7. What are best practices for reducing no-shows and improving appointment reminders?

Life can get busy, and clients may miss important medical care for their pets. Using ezyVet’s automated communications paired with SOCs helps keep pet owners informed about what their pets are due for, eliminating guesswork and improving follow-ups.

Here are some guides from our Knowledge Centre to get you started:

8. How can I include follow-up communications as part of the clinical record to improve client engagement?

You can set up automated communications to trigger from invoiced products, appointment types, or tagging tasks. When an action occurs, ezyVet handles the follow-up in the background, automatically creating the relevant communication and ensuring it’s tied to the patient’s record.

SOCs can be used to generate call-back tasks for staff, helping automate reminders and diagnostic follow-ups

Here’s how SOC configuration can trigger follow-up messages, simplifying preventive care and keeping clients engaged:

9. What’s the best approach to balance good communication with avoiding over-communication?

Use SOCs and reminders strategically by setting clear criteria for when and how often messages are sent.

One way to avoid over-communicating is by adjusting the frequency of reminders. Another is to use the “Include other SOCs if matching within X days” setting along with the appropriate template variables. This ensures clients receive a single reminder that includes information for multiple upcoming SOCs, while also counting those SOCs as already reminded, preventing multiple messages in a short timeframe.

Review your message frequency regularly and adjust based on client feedback to keep communications effective and well-timed.

For a step-by-step walkthrough of these settings within your SOCs, see our guide on communication task settings.

10. How can SOCs work effectively for mobile or field-based practices?

Use SOCs to trigger callback reminders for diagnostic results, follow-up treatments, or routine checks, helping your team stay organized even when working offsite. You can tailor SOCs to match your practice protocols and patient needs, ensuring consistency and efficiency in the field.

Check out the following walkthroughs for more information:

11. What’s the best way to update or maintain SOCs as our standards of care evolve?

Regularly review and update SOCs to match current clinical protocols and practice standards. Make adjustments whenever treatment guidelines, vaccine schedules, or practice workflows change, and ensure all updates are communicated to your team.

12. How can I ensure vaccine-related SOCs, reminders, and certificates are accurate across multiple vaccine brands and doses?

When configuring an SOC, link multiple products or brands to fulfill it. This gives your team flexibility in which products they choose or have access to, while ensuring reminders, follow-ups, and certificates remain accurate for every patient.

Conclusion

There’s no one-size-fits-all approach to setting up your Standard of Care system - and that’s what makes it so powerful. With the right setup, SOCs can simplify workflows, strengthen client communication, and keep every patient on track with their care.