Page Comparison

Clients in VetView Labs include all Clinics, RDVMs, and Owners associated with the Patients for submitted samples.   The Client Management section of VetView includes a Client Search page and a separate Client Information page that has multiple subtabs to allow quick separate of information.

Client Search

Client Search Window

Client Search Results

Client Information

Client Tab

This tab includes several subtabs to view and modify client details, contact information, and links within VetView to other clients.

Client Details

This tab allows you to modify basic information about the client.

Contact Info

This tab is used to add additional contact information to a client's screen. This can include, but is not limited to, email addresses, fax numbers, and additional phone numbers.

Portal Information

This tab displays any linked portal accounts.  If no account is linked, this tab allows you to create an account using the client's email address.

Billing

This tab sets the billing address and the billing options for the client.

Identifiers

This tab is used to add, remove, or define any identifiers associated with that particular client.

Linked Contacts

This tab is used to add contacts that will be associated with a client (so that they can receive accession reports).

Mappings

This tab is used to create/manage the mappings (links) between clients that drive the automatic short-listing or automatic-client-filling that can occur when editing the Accession Header on the Accession Screen.

Accessions

This tab displays and links to all accessions associated with this client.

Patients

This tab shows all the patients that have been associated with this client on an accession.  

Add/Merge

Group

Accounting

A/R History

This tab is used to view and post payments to the client's account.

Current Charges

This tab is used to view a client's charges, add miscellaneous charges, edit charges, and generate invoices. Many of these functions are duplicates of parts of the Accounting Screen.

Misc Charges

This tab is used to view and add miscellaneous charges to a client's account. Many of these functions are duplicates of parts of the Accounting Screen.

Comments/Alerts

This tab is used to enter comments and alerts associated with a client.

Document(s)

This tab is used to attach or delete any files/documents to a client's record.