How appointment status affects ITP
When an appointment moves to a checked-in status, a visit automatically opens for that patient in ITP. When it moves to a checked-out status, the visit closes.
Checked-in statuses (open a visit in ITP):
In waiting room
In consultation
In procedure
Awaiting collect
Admit for surgery
In hospital
In discharge
Checked-out statuses (close a visit in ITP):
No status
Unconfirmed
Confirmed
In transit
Departed
Interim report
Referral done
Complete
Note: Only one appointment for a patient should have a checked-in status at a time. |
Patient and client data sync
Patient and client information (name, species, breed, and client contact details) transfers from ezyVet to ITP at check-in. If this information changes after check-in, select the 3-dot menu to the left of a patient on a Status Board and choose Refresh Patient Info from the patient’s menu. The next check-in pulls the latest information from ezyVet.
Frequently asked questions
A patient's treatment sheet disappeared right after check-in. What happened?
This usually means a second appointment for the same patient also has a checked-in status in ezyVet. ITP always uses the earliest checked-in appointment, so a later one can make the treatment sheet seem to disappear. In ezyVet, find the earlier appointment and change its status to a checked-out status (for example, Complete). The treatment sheet should reappear in ITP within about 2 minutes.
Still need help?
Contact the Instinct support team via live chat or email [email protected].
