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Request Setup

If your unit is a receiving unit, then you can define the statuses that your incoming Requests have available. You can also set up which personnel will be notified on each status, so that the appropriate people are informed as a request is processed.

Request status names are hard coded into VetView and cannot be modified.

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Add: Allows you to add a new status for Requests to your unit and associate automatic messaging with different personnel on that status change. (Statuses not listed will still be available, but no personnel will be automatically messaged.)

Edit: Allows you to edit the notifications associated with the selected status.

Delete: Deletes the status of the selected row and all associated instant messaging. (The status will still be available for any requests incoming, as defined under the Request setup.)

Populate Statuses: For hospitals using data migrated from an older EHR system, this will import any existing statuses from previous Requests and allow you to modify them without manually adding them. This only needs to be done once per unit.

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Unit Setup Tab

A Unit is the name for each departmental or service area within VetView. Units can be large functional areas such as a pharmacy, or a smaller sub-area of a bigger parent unit such as Small Animal Hospital and all its available services. Non-clinical departments such as Inventory, Medical Records, and Accounting, should also be distinguished as their own units. The tree structure on the left pane should be adjusted until it closely matches your hospital's internal structure and hierarchy. The more closely it matches, the more accurate your revenue reporting will be by unit.

Begin by choosing the unit you would like to set up.

If your unit does not exist already, you may also add a new Unit by clicking the Add Unit button. This will automatically load a blank Unit Details for you to name the unit.

Once you have your Unit names defined, you can begin to fill in the details associated with each unit, such as contact information, the documents it will use, the appointment types and associated episode types, schedules, assigned users, and location information.

As each of these tabs contains a lot of settings, they have been broken out into their own pages.

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title	Product Map

Product Mapping

This section allows you to auto-associate products that are coming in through another interface to VetView with your unit, such as machine reports sent in HL7 via the API or charges from a lab. If you turn this on, then the first time an incoming charge is sent to VetView that is associated with your unit but unknown in the system, it will automatically create a new product in the inventory, and all future charges with that same code will be associated with that product. These settings tell the inventory system the basic defaults for new products tied into your unit, so that the charges applied in the system can be tracked on Orders appropriately.

These mappings only apply to new unknown charges being submitted to VetView through an outside interface. Products defined manually first can be customized further in the Product Setup screens.

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Auto Add Product: Turning this flag on enables auto-adding for your unit. Only enable this if you want labs or other outside interfaces to auto-build products in VetView when a new charge is applied to a bill associated with your unit.
Default Product Line: If you are auto-adding products, this is where you will indicate that the auto-generated product should be assigned to this Product Line. When the system auto-creates a new product code, it will assign the code to this product line, then search for the next available sequence number for the creation of the new product code.
Default Mark Up: The available default markups defined in your Product Setup screens. See Markup Setup for more information.
Default Service Fee: Indicate service fee to be applied to auto-added products.
Add Charges On: Indicate when you want the charges added by default for this newly added product (the current options are "requested" or "accepted").

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title	Assigned Users

Assigned Users

Assigning users to a unit allows those personnel to see private schedules, accept incoming requests to that Unit, and drives other unit-specific future items in VetView.

It is critical to ensure that users are associated with a Unit, as well as that the user has the required privileges via Role Management to do certain tasks within a unit. For example, if a user is unable to see any Requests on the Requests screen, it is likely because they have not been assigned to any unit marked as Receiving.

As of version 1.6.1 VetView does not auto-update a student's assigned unit based on their clinical rotation schedule, so this will still need to be manually managed by your student coordinators.

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To add a new user, click on the Add button and search for their last name or first name.

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To remove a user, select the row and click on the Delete button.

Adding or removing a user does not affect functionality in the past on VetView, only going forward in the future. So if a user is removed from a unit, their name will still be associated with any previous episodes that they worked on for the unit.

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title	Request Setup

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title	Custom Request Statuses

Requests also have a customizeable workflow that can be defined at the Catalog level, to make certain statuses required or available. See Catalog Setup for more information.

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title	Patient Locations

Patient Locations

If the unit has cages or stalls in the unit, you can define the names of those cages or stalls on this page. Doing so provides a quick list for those within that hospital unit when assigning patients to that location. This also allows hospital staff to accurately track the whereabouts of a patient during their stay. This information feeds to the census and patient location indicators.

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title	Location Names

VetView recommends using unique names for all of the cages and stalls within your hospital to allow for quicker lookup in the patient location systems. However, if your current hospital cage naming system has duplicates, the name of the unit will also appear above the name of the location to help the user find the correct one.

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To add a new location name, click on the Add button. To edit an existing location, click on the row and click on Edit.

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Default Charges: The default boarding charges associated with a location will be applied when the patient is listed on the Patient Census. The census charges can be set up to apply daily, or also to apply at a regular hourly interval, via the API. See Patient Census setup for more information.

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title	Inventory Locations

Inventory Locations

If your unit has an inventory receiving location or a holding area, you can set up the system to recognize this area as part of your unit. By defining these locations for the unit, you allow other parts of the system to transfer inventory to and from those areas, and also allow inventory to be tracked against it on Episode Orders.

Inventory areas can be defined even if you do not want the ability to perform transfers to and from the area.

Only one inventory location can be marked as default for each unit.

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Unit Tree

The Hospital Unit tree displays your units in a hierarchical parent-child relationship. If a unit is in the wrong place in your organization, you can edit the parent unit to force it into the appropriate location.

Inactive units are hidden by default, but can be displayed by clicking on Show All Units.

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	Setup & Admin Guides
	Setup & Admin Guides
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Child pages (Children Display)

Versions Compared

Old Version 18

New Version Current

Key

Unit Setup Tab

Assigned Users

Patient Locations

Inventory Locations

Unit Tree