How do I build a document from scratch?

Building a new document in VetView can seem like a daunting task.  Because documents in VetView are designed to emulate paper forms for offline hospitals, they have many different possible parts that can be put together.  But because of this flexibility,  they can be customized for the needs of each service area, or standardized across the entire hospital, depending on how your medical records team and each unit wants to handle it.

The easiest way to make a new digital document is to create a mock up or version on paper, and then use VetView's digital document elements to emulate the paper form you designed.  If you are building a digital document based on existing forms used by your hospital, it should be simple to adapt the questions and format to VetView's Digital Document system.

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Questions to ask:

• Who is the audience for this document?  Is this intended for use internal to the hospital, to be sent to the referring clinic and DVM, or to be seen by the client?

• What is the purpose of the document?  Is it to describe a procedure, request a service, document the condition of the animal, or to be used as a teaching tool for the student?

• Where will the document live?  Will it fit into your hospital's existing medical record categories, or should you consider making a new one for it?

• When does the document need to be filled out?  If it can be accomplished at the beginning of the episode or will always need to be completed, you can consider setting it as Auto-Add for the episode type, to ensure it's filled out in a timely manner. 

• Why would this document be added, and not another?  Digital documents can be programmed with conditional answers that open up new sub questions, so it may be possible to have a single document serve multiple different purposes, to avoid confusion.  (For example, instead of a separate canine and feline spay/neuter form, they can be combined as a single document with Species being the first conditional question.)

Once you have determined how the form would look on paper, you can begin the process of building a digital version of the document.

How do I create a new document in 5.0?

Navigate to the Catalog Item Setup screen under the Hospital Setup screen list.

Find the Catalog where this document will live under the Catalogs By Unit list. Select the correct catalog.

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Under the Catalog Item List window, click on the Add button to create a new Document or Request. This will open the new Catalog Item Editor screen in VetView..

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New Catalog Item Setup Screen

This screen contains three sections: Catalog Item properties on the left column, the form display in the middle column, and the palette and properties for the form elements on the right column.

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1. Upper Toolbar

This section has the Save button, and two new buttons for 5.0 - a Duplicate button to copy an existing document, and a Delete button to remove the document from the system if it was created by mistake and never used.

You can also click on the Back to List button to return to the Catalog Setup search screen.

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2. Catalog Item Properties

Basic Attributes

On the left column of this page will be the Catalog Item Properties. This is where you can give the document a name, a description, assign it to a catalog and record group, and give it additional attributes that impact the workflows and displays on the patient record.

You must give the catalog item a label, a description, select a catalog, and assign a record group, before you can add any form elements from the palette.

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Additional Attributes Subtabs

Below the basic attributes section is a series of subtabs for the additional options. Here, you can add charges, assign verification privileges, link reminders, and set this document as the episode default.

Charges

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