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This page was created for VetView 5.0 on 1/13/2025. For additional details about how Catalogs Items work in VetView 5.0, please see: Catalog Setup in 5.0

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The Catalog Setup Page has been simplified in 5.0. Your existing documents and requests were automatically migrated during the version upgrade.

A catalog can be viewed as a virtual binder that contains a list of the services and forms available for your hospital medical records. Inside the catalog, each Catalog Item is an object that bundles together the form and charges associated with the service, and integrates with other parts of the patient medical record.

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Documents in VetView are catalog items intended to be filled out within the service area/unit that the patient visit is assigned to. Requests are the catalog items for services that are done between units. Internal Labs can be linked to VetView Labs catalog items and these requests will automatically be sent to the labs module.

Catalog Search Tab

This tab contains three panels: Catalog Item Search, a list of Catalogs by Unit, and the Catalog Item List which displays the catalog items within each catalog.

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Catalog Item Search

This section allows you to search for specific catalog items based on the Catalog Item name, the type of catalog it belongs to, the service unit, or the medical record category. You can also filter by active or inactive.

Each search field can be used independently, or in conjunction with other fields. Searching by Catalog Type, Unit, or Category will also filter the Catalog List itself.

Search results will output into both the Catalog List and the Catalog Item List panels.

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Catalog Item Search Fields

Field Name

Description

Search

Searches for catalog items based on a keyword in the name or description. Results will i

Catalog Type

Displays options between Document, Request, and Internal Lab catalogs.

Unit

Displays a list of units within the hospital to act as a filter against Catalogs and Catalog items.

Category

Displays a list of the Medical Record Categories as created under the Hospital Setup screen. Each Catalog must be assigned a medical record category. Documents or requests from that category will appear in that section of the patient record.

Active/Inactive/Any

Filters catalogs and catalog items based on whether they are active in the system. Note: Older catalogs can be set as inactive, or “deleted” and merged with another catalog if they will no longer be used. Catalog Items can be set as inactive, or deleted at any time.

Catalogs By Unit

This section displays available catalogs in VetView. This is where catalog search results display, and also where you can make, edit, or delete catalogs.

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Catalogs By Unit Fields

Field Name

Description

Add

Goes to a blank Catalog screen so you can add catalog details.

Edit

Opens the Catalog screen on a selected row to edit the catalog details. You can also edit a specific catalog by double clicking on that row.

Delete

Deletes the selected catalog. If a catalog still has catalog items associated with it, you will be asked to merge those catalog items to another catalog during the deletion process. Any extant catalog items associated with patient records will be moved to that catalog. If you don’t want to merge a catalog during deletion, you can set it as inactive instead.

Add New Catalog

Note

The Catalog Setup screen is best used on monitors of at least 1600x900 in size. Smaller monitors will be unable to view all three panels on this screen at once.

This panel contains two sections: A list of fields in the upper portion, and a charges tabs in the lower section.

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Catalog Properties Fields

Field Name

Description

Unit

Label

Description

Type

Active Flag

Updated Time

Updated By

Lab Site (Internal Lab Only)

Lab Clients (Internal Lab Only)

Specimen Exists (Request only)

Send to Interface (Request Only)

Display URL

Portal URL

Priority Flag

Workflow Options

Add/Edit Charges on a Catalog

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Charges Tab Fields

Field Name

Description

Add Button

Edit Button

Delete Button

Product Selection

Quantity

Auto Bill

Catalog Item List

Fields

Field Name

Description

Add New Catalog Item

Catalog Item Properties

Fields

Field Name

Description

Request Form Setup Panel (Requests Only)

Fields

Field Name

Description

Report Setup Panel

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This section was previously called Digital Document Setup. It has been merged into the Catalog Item Setup page in 5.0.

Fields

Field Name

Description

Palette Items and Element Properties

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To view the description of any specific item, mouse over the Info Dot.  The description will appear in the mouse over text.

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Fields

Field Name

Description

Pick List Categories Panel

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Like the main pick lists, a summary description of the categories is visible via an info dot.

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Fields

Field Name

Description

Pick List Items Panel

Fields

Field Name

Description

Add or Edit a Pick List, Category, or Item

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Fields

Field Name

Description

Set a Pick List as Inactive

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Fields

Field Name

Description

Sort Pick List Categories or Items

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