The ezyVet integration syncs appointment status, patient and client data, and invoice charges between ezyVet and Instinct Treatment Plan (ITP), so your team can check patients in, treat them, and bill for services without entering information twice. Setup involves a few steps you'll complete together with your Instinct implementation team.
Before you begin
You must have ezyVet administrator access to complete the first setup step.
How to get credentials
In ezyVet, go to Admin → Integration → Integrations.
From the Integration drop-down, select API Partner, then search for and select Instinct.
Click Save.
In the Permissions box that appears, click Select All, then Save.
Click Download Credentials to save a credentials file.
Send the credentials file to your Instinct implementation contact.
What happens next
Once your Instinct implementation team has your credentials, they will:
Review your ezyVet product list with you and confirm which products should sync to ITP
Map your ezyVet provider accounts to your Instinct user accounts, so completed treatments are billed to the correct provider
Enable invoice writeback on the back end
You won't need to do anything for these steps beyond reviewing the product and provider lists your implementation team shares with you.
Still need help?
Contact the Instinct support team via live chat or email [email protected].