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This information pertains to Vetview version 1.6.1

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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. Image Removed

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

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titleUnit Details

This is where you assign the characteristics of your unit.

  • Name:  The name of your unit, e.g. the name for a large functional area (like Small Anime Hospital) or a sub-unit within the larger parent unit
  • Description:  Brief additional details for this unit, if the name does not reflect functionality.
  • Parent Unit:  For sub-units, which parental unit it falls under.  Top level functional units do not need a parent.
  • Receiving Unit:  This indicates that the unit is allowed to receive requests from other areas of the hospital.  This displays the unit on the Requests screen. 
  • Income Unit: The unit is revenue generating or a profit center and will need to have income credited towards it.  This displays the unit on Orders and on certain Accounting screens.
  • Active:  The unit is active in the hospital.  You can never fully delete a unit so that all the historical information is preserved, but an inactive unit will be unable to the system going forward.
  • Inventory Area: Indicates that this unit will have its own inventory, rather than pulling directly out of the hospitals primary inventory.  This means inventory can be transferred to this unit in the Inventory system. /wiki/spaces/IWIKI/pages/31522864
    • Auto Receive Inventory:  The transfers to this unit will be accepted immediately and do not require confirmation.
  • Only Assigned Users Can Schedule Appointments:  Restricts any appointment types associated with the unit to only members designated as part of the unit.  Check this if appointments must be done by the unit instead of your front desk personnel. 
  • Address Information:  The address of your Unit.  It can be the same as the parent unit if they are in the same facility, or you can enter in a more specific address if the unit has its own building or wing. 

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titleAppointment Types

Appointment Type Setup

The Appointment Types tab allows you to set up appointment types for the schedules assigned to this unit.  It also allows you to map your appointment type to a default episode type so that the episode order will open with the correct information.  This also allows the episode type to bring in the necessary parts of the medical record for that kind of appointment and episode.  

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titleAppointments and Episodes

As of version 1.6.1, the appointment type and the episode type are no longer hard linked after patient check-in.  The appointment type will remain associated with the episode, even if the episode type changes due to a transfer or admittance. The medical record will automatically update any new episode requirements during this process.

To add a new appointment type, click on Add and enter in the name of the Appointment type and its associated episode type.

Appointment type names are free text.  This allows you to keep your new appointment types in line with any existing terms or labels used within your hospital.

See Episode Type Setup /wiki/spaces/IWIKI/pages/28344355 for more information on how to define your episodes. 

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