Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Field Name

Description

Add Button

Opens up the Add/Edit charges window to link a product to this catalog item.

Edit Button

Opens the Add/Edit charges window to modify an existing charge.

Delete Button

Removes the link between this catalog and a product.

Product Selection

In the Add/Edit product window, allows you to search for a product by line, sequences, or description.

Quantity

The quantity of this product that will be added to the patient’s bill.

Auto Bill

When this flag is checked, the charges will be added automatically when the product is added to the bill. If this flag is not checked, then the charges are associated with the product, but won’t be added until

Catalog Item List

This section displays a list of Catalog Items that match selected search criteria.

Or if you have selected a Catalog on the left panel, this section will show all the Catalog Items that belong to that catalog.

In this example, General Surgery was the unit searched, and it displays all Catalog Items that belong to the unit General Surgery,

...

Fields

Field Name

Description

Add

Opens up a blank Catalog Item screen.

Edit

Opens up the Catalog Item screen for the selected item.

Delete

Opens up a Delete/Merge dialog box for the selected catalog item. If a catalog item was never used on a patient record, it can be deleted. Otherwise, you will need to merge it with an existing catalog item to avoid breaking the links between Catalog Items and patients.

Note: If you only want to prevent the Catalog item from being used going forward, it is better to set it as Inactive to preserve the historical data.

Add New Catalog Item

Clicking on the Add Catalog Item button will open up a blank Catalog item screen. This screen has a similar layout to a Catalog screen with three panels:

  • Catalog Item Properties on the left

  • Report layout in the center

  • Palette/Properties tabs on the right

For Catalog Item Properties, there are differences between the available options for Documents and Requests. As soon as you select a Catalog, the Catalog Type will display, and the options available will change.

...

Common Catalog Item Properties

These fields are available on all Catalog item types.

Field Name

Description

Label

The name of the Document, Request, or Internal Lab item as it will appear within VetView.

Description

A more detailed description of the Catalog Item, if needed.

Catalog

The Catalog that this item belongs to. This can be changed, but will alter the rest of the parameters. It may be better to duplicate the Catalog Item first if you want to move it to a new catalog to avoid losing data.

Catalog Type

Indicates whether the Catalog that this item belongs to is a Document, Request, or Internal Lab.

Unit

Displays the unit that this Catalog belongs to.

Medical Record Group

Allows you to select where this Document, Request, or Internal Lab appears on the Patient Record. Medical Record Groups are managed under Hospital Setup.

Report Override

Indicates that this catalog item should have a special report template associated with it, instead of the VetView default. Leave this blank unless you have already created a special purpose report.

Active Flag

This checkbox controls whether the Catalog Item is visible in the rest of the system to add to patient records. If this flag is turned off, all historical versions of the document will remain intact, but the Catalog Item is no longer available to add.

Requires Verification

This checkbox indicates that the Document or Request must be verified before it can be released to a Client or RDVM. (This option does not apply to Internal Labs, whose results go through a separate Finalization process.)

Spay/Neuter Patient

This checkbox indicates that if the document or request is added to a patient record, the patient will have been spayed or neutered by the time the episode is Discharged. This will trigger the patient’s Sex to change according to the Sex Setup settings. (For example, a male animal will change to male neutered automatically.)

Display Time

This displays the time that the document, request, or internal lab was added on the header on the patient record.

Due Dates (child of Display Time)

If this flag is checked, the document can have a due date set. This is recommended for student documents such as SOAPs, or for any document or request that should be completed within a certain time frame of being added. Note that these due dates are separate from the MAR prescription deadlines, which are handled in their own system.

Document Only Catalog Item Properties

Field Name

Description

Show “Draft” Watermark until:

Since Documents do not have as tight a workflow as Requests, the document may become available on the patient portal immediately, or sent out to RDVMs as a preliminary report. This gives you the option to show a “draft” notice on the document until an additional step is taken, such as verification or discharge.

Request and Internal Lab Catalog item Properties

...

Field Name

Description

Separate Request

Item Can be pre-ordered

DVM Required to order

Approval Required to Order

Add Charges to Client Bill When:

Internal Lab Only Catalog Item properties

In addition to the Request Catalog Items, the Internal Labs have additional options of their own. Note that certain Internal Lab options are controlled at the Catalog level, such as whether a specimen is expected with the Internal Lab Request.

Field Name

Description

Update Lab Question

This option will automatically pull in the Lab Questions that were created by the VetView Lab for this Catalog Item, even if they change in the future.

Charges for Lab Tests Set By:

This allows you to choose how the Lab Charge for this Hospital item will be defined. If your Hospital charges a single flat fee for the test, you can have it set by the Hospital Catalog (static) and then add the charge on the Charges section. Or you can have the fees automatically added by the Lab Charge on the VetView lab side, to capture any price changes from the labs automatically.

Request Form Setup Panel (Requests Only)

Fields

Field Name

Description

Report Setup Panel (Both Documents and Requests)

Panel
bgColor#EAE6FF

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

...

Panels

Panel Name

Description

Pick Lists

Pick List Categories

Pick List Items

Pick List Panel

To view the contents of an existing pick list, click on the Pick List name.  It will highlight, and the categories that belong to the pick list will load.

...

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

...

Pick Lists Fields

Field Name

Description

New Pick List

Print Pick List

Pick List Categories Panel

...

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

...

Fields

Field Name

Description

Pick List Items Panel

Fields

Field Name

Description

Add or Edit a Pick List, Category, or Item

...

(image of the add pick list window)

Fields

Field Name

Description

Set a Pick List as Inactive

...

(image of the blank add button)

Fields

Field Name

Description

Sort Pick List Categories or Items

...