For VetCheck members, where full practice management integrations DO NOT exist, this patient list importer function allows you to upload a patient list (CSV format only) so that VetCheck communications will pre-fill with client/patient data, such as when sharing content in the share modal and forms, or when creating new Hospital, GA, or Dental charts.
Once you have exported an animal patient data list from EzyVet (not client data list) in CSV format, there are only 3 steps required to prepare the data for import:
Please note: when exporting a data file from EzyVet, you need to export from the pet details section (this exports both the pet and pet owner details into 1 file). Once downloaded, VetCheck ONLY requires data in the following columns:
For the following columns, please keep the header name but clear all of the data:
Using the find/replace function, replace all , (commas) with the | (vertical pipe). Also, remove all special characters from the data (e.g. #^!~*%).
Your CSV file is now ready to import into VetCheck. Log into the VetCheck platform and open the menu in the top left corner (≡) > Settings. Scroll down to the 'PATIENT LIST IMPORTER' section and upload your CSV file.
Select a patient to pre-fill a Hospital, GA, or Dental chart.
Select a patient to pre-fill the share modal and/or a form.
When completing the form inline in the practice, simply select the client within the form share modal, then click on the close button. Your form will automatically update with those selected client details.