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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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FAQ for Attributes
What does the Separate Request flag do?
For Lab and Imaging items that need to be performed independently, such as cultures or PET scans, you can have this flag set to force the request to be separated out from other requests to the same unit.
Otherwise, requests for imaging or lab accessions that are for the same internal lab or hospital unit will be combined into a single request - for example, a request for imaging X-rays from three angles can be submitted as a single request to radiology, so they can be performed together on the patient.
What is the difference between a Document and a Request?
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Whether a catalog item is a Document or Request is automatically determined by the Catalog settings and it will be automatically imported and displayed on the Catalog Item in 5.0. |
Permissions around Documents and Requests are different. Catalog Items that are intended to be added and completed all within the primary unit for the episode should be Documents. Catalog Items that are intended to be submitted to another unit to be filled out should be Requests. There may be exceptions: Labwork will always be a Request, even if the accession will be handled at the hospital, since VetView internal labs are considered their own separate units.
Whether a catalog item is a Document or Request is automatically determined by the Catalog settings and it will be automatically imported and displayed on the Catalog Item in 5.0.
How can I require permission from a DVM to order a request for a patient?
You can limit the availability of Request items to a user with an Active DVM flag on their user account by turning on the DVM Required To Order flag.
You can turn this open on if your state law requires that a DVM sign off on all surgical procedures, radiographs, lab work, etc.
You can have this as a secondary check instead by allowing anyone with permissions to add Requests to submit it, but then adding Approval Requited to Order as the flag instead.
How can I automatically default to a custom report for this specific Catalog Item only?
The Report Override option will change the default printable report for this catalog item to that report, as opposed to the default printed report for Documents or Requests. This prevents your users from having to manually change the report type each time.
What does a DRAFT watermark do on a document?
If a document or request has not been fully verified, you can display a draft watermark on the printed report. You can also choose to keep this watermark on the report until the patient is discharged.
You can keep this set to “Never” for documents that are intended only for internal usage and will not be sent to clients.
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.
Use the arrows to navigation between Charges
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and Episodes Defaults in this small sub section.
How do I automatically add Charges to my Document or Request?
Select the charge to associate with a document or request on the first tab. If you want the charge to be automatically be applied to the patient’s bill immediately, turn on the Auto Bill setting.
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Verify Privileges
Once any role has been added to a document under Verify Status, it indicates that the document must be verified by a DVM or other faculty member before being released to clients.
You can add as many roles with verification status as you need to to ensure that documents are approved in a timely manner.
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Reminders
Episode Defaults (Replaces Episode Type Parameters in 5.0)
3. Report Setup and Request Form Panel (Digital Documentsin 5.0)
The Report Setup panel replaces the separate Digital Documents from earlier versions. Now each Catalog Item will have its own unique digital document, and you will drag and drop digital document elements directly onto the report to build the form as you want it to appear.
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As of Version 5.0 the new Palette Items (previous called Digital Document Elements) are no longer reusable among Catalog Items. However, all previous digital documents and their elements have been copied as part of the database conversion, so any documents that shared digital documents in the past will still have all their elements intact. Value Lists can still be shared among value list elements to reduce redundancy. |
4. Palette Items and Properties (previously called Digital Document Elements in 4.2 and earlier)
Palette Items
Properties
Value Lists Types and Value Lists in 5.0
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Value List Setup has been moved from Catalog Setup to its own screen under Hospital Setup and locked under a unique permission. This screen can be found at Value List Setup in 5.0 . |
Global vs Local Value Lists
Any previous Value List from an earlier version of VetView has been imported and is now considered a Global Value List.
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In comparison, a Local Value List is only available to this one document. This allows you to keep certain types of value lists that are specific to only one document from being available globally, such as some of the radiology options that appear in this list.
How do I add items to a local value list?
Click on the Add button to open a small window. A value list item can have a name, a short code, and a standard code, just like regular Value List items.
Custom Value List Entries can also be turned on as an option, to allow for choices outside the boundaries of the fixed options on questions where it makes sense.
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Can I still set macros on text fields?
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Like Value Lists, macros have been moved to their own setup screen under Navigation. This page is explained at Macro Setup in 5.0 . |
How do I make a question, form item, or section on a document or request required?
Can I still set a data element to have a Standard Code for my interfaces?
Yes, this flag has been moved to Misc Options for any document or request that will be used in communications via the API or other machine interfaces that require standard codes on the elements.
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Are there any new data elements available in 5.0?
In addition to the
Request Form Setup in 5.0
Catalog Items that are of type Request have a few slight differences in their layout than Documents.
The Report Setup panel in Documents is joined by a new Request Form Setup tab. This tab allows the unit that is building the request form to add the questions they want the submitting unit to fill out prior to passing through the request, such as patient condition or confirming that certain steps have already been taken in preparation for the request (such as pre-op bloodwork.)
Can I still set my Date Needed By on requests in 5.0?
You can use the Date field on the Request Form to set the Date Needed property on the request, so that when the submitted unit has sent through the request, the date will appear on the Request Screen.
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