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Onboarding Project T Imeline

Getting started with ezyVet

Launching a new practice management software can reshape the way you run your practice, and our experienced team will assist you every step of the way.

Upper Arlington Veterinary Hospital's seamless onboarding experience

Witness the success story of Upper Arlington Veterinary Hospital as our dedicated implementation team collaborated with them for a seamless transition to ezyVet. From initial consultation to final go-live, gain valuable insights from their experience.

Overview of implementation

Navigating ezyVet onboarding process

From day one you will be connected with our experienced ezyVet implementation team. Over your implementation period you’ll work closely with the implementation team to configure, set-up, customize, and launch your ezyVet site. During this time, you will have access to tools, resources, and an expert implementer to guide you through the launch process. We’re committed to understanding the uniqueness of your practice and advising on how ezyVet can help you grow and manage your practice to the next level.

Accelerate your Onboarding

Accelerate your onboarding

You’ll be in safe hands with our experienced team of implementation professionals, they come from a wide range of backgrounds found in the veterinary and software industry and have worked with countless vet practices setting up ezyVet. What makes us stand out is our unique approach to implementation. We're right by your side, delving into the finer details and genuinely understanding your practice. This enables us to offer expert advice on ensuring smooth transitions and guiding your staff in adopting best practice.

Connecting Feedback

Onboarding project timeline

The first step in your ezyVet journey is meeting your implementation team, accessing your live site, understanding what tools you can access to start training and planning your go-live timeline. You’ll have the flexibility to begin site setup immediately from day one and work on your own time. A typical ezyVet implementation follows a project plan that is customized to your needs.

Get started today

Take ezyVet for a test drive and book a demo to find out what ezyVet can do for you

Try EzyVet

AI-Assisted Notes: Frequently Asked Questions

  • What is AI-Assisted Notes?

    • AI-Assisted Notes is designed to reduce the time vets spend on documentation. By generating a draft SOAP note from the consult transcription, it helps streamline clinical recordkeeping, while keeping the clinician in full control. It’s built to support existing workflows, giving vets and techs more time to focus on patient care without requiring a change in how they work.

  • What will AI-Assisted Notes cost me?

    • AI-Assisted Notes is currently in beta and free to use during this period. As this is an early-release feature, future pricing has not yet been finalized. We reserve the right to change the terms and conditions of use, including pricing, at a later date

  • Can I pause and resume the recording during an exam?

    • Yes. You can pause the recording at any time and resume when you're ready. This is especially helpful if you need to step away momentarily or if you’re having a non-medically relevant conversation that you prefer not to include in the recording.

  • What happens if I forget to approve the note after recording?

    • If you don’t complete the review process, the note will remain in an incomplete state. You can return to it later by selecting “Review Notes” from the same Clinical Record. The number of incomplete notes is visible in the AI-Assisted Notes.

  • How important is audio quality when using AI-Assisted Notes?

    • Audio quality plays a big role in generating accurate transcripts and useful AI-generated notes. Using a good-quality microphone and speaking clearly can make a noticeable difference. We recommend testing your mic and setup before using it in a consult to help ensure the best results.

  • Will the AI pick up plain English terms and map them to medical terms?

    • The AI is built to understand plain English and commonly used clinical language. In many cases, it can translate these into appropriate medical terminology. That said, it won’t always get it right. If you notice any words or phrases that aren’t being interpreted correctly, please let us know using the in-app feedback widget. We’re continually refining the prompt behind the scenes, and your feedback plays a key role in helping us improve the experience.

  • What if I have renamed any of the note sections?

    • AI-Assisted Notes can still work if you've simply renamed your note sections. However, if any of the core SOAP sections (Subjective, Objective, Assessment, Plan) are disabled or being used for a different purpose, the AI may not be able to sync the generated notes correctly. For the best results, we recommend using the standard SOAP layout.

  • Can AI-Assisted Notes understand multiple languages?

    • The AI is currently optimized for English input. While it may pick up the occasional non-English word or phrase, consistent and accurate results can’t be guaranteed in other languages. For now, we recommend writing notes in English to ensure the best outcome.

  • Do I need client consent to use this feature?

    • Yes. You must confirm client's consent before recording. ezyVet will not allow you to start recording until the consent option is selected. Be sure to comply with your local laws.

  • Will the client know they’re being recorded

    • ezyVet does not automatically notify the client. It's your responsibility to inform them and confirm their consent before starting recording.

  • Why can’t I click the Start Recording button?

    • The button stays greyed out until consent is selected. If you've selected your consent option and still can't record please contact support.

  • Why is the AI-Assisted Note button greyed out?

    • The Start Recording button will remain greyed out until all of the following conditions are met:

      • A Case Owner must be assigned to the Clinical Record.
      • The Clinical Record must be active (not locked or disabled).

  • What if the AI gets something wrong in the note?

    • AI-Assisted Notes uses Generative AI (GenAI) to interpret natural conversations, which means it may occasionally mislabel, omit, or misinterpret details. That’s why it’s critical to carefully review the AI-generated content before adding it to the medical record.

      Always check each section for accuracy, make any necessary edits, and ensure the note provides a complete and correct representation of the patient’s visit. You remain fully responsible for ensuring the accuracy of the medical record.

  • Can I edit the note after it's created?

    • Yes, you can freely edit any section of the AI-generated note before it's approved. Take the time to review each part carefully and make any necessary changes to ensure the information is accurate and complete.

      Once a section is approved in the AI-Assisted Notes pop-up, it becomes locked in that view. However, if further edits are needed, you can still make changes directly within the patient’s Clinical Record.

  • Can I use billing items or templates with AI-Assisted Notes?

    • Not yet. In the first release, Clinical Templates and billing functionality are not integrated with this feature. Future updates will include deeper workflow integration.

  • Can more than one person use AI-Assisted Notes on the same Clinical Record?

    • Yes, multiple team members can use AI-Assisted Notes on the same clinical record. However, if two users are recording or editing simultaneously, their screens won’t update in real time. Changes made by one user won’t appear for the other until the clinical record is refreshed.

  • Where can I find the recording after the visit?

    • Recordings are stored directly within the patient’s Clinical Record. You can access them anytime by clicking the AI-Assisted Notes button again.

  • Can I delete a recording?

    • Yes, you can delete recordings, but please note that deletion is permanent and cannot be undone. A confirmation prompt will appear before the recording is removed.

  • Any tips for using AI-Assisted Notes effectively?
      • Always verify the notes before approval
      • Make edits as needed to ensure accuracy
      • Encourage technicians to complete and approve their own note sections
      • Use “Review Later” to flag notes for follow-up when needed
      • Ensure you speak clearly and stay close to your microphone