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Click Here to access information on how to customize the portal. /wiki/spaces/AR/pages/38764635 to access an instructional video regarding portal setup and management. |
Overview
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As of VetView 2.0, the Portal is a separate installation from the main application, allowing you to have this on a different server that is linked to the external networks through your organization's firewall. Online access is managed in VetView using the Web Portal Account Management screen. This screen is found under Navigation, in User Account and Setup Data. Portal User Management PrivilegesThe privileges for the Web Portal Account Management screen are all found under the Portal User Management heading in the Role Management Screen.
For administrators, all of these role settings allow the full suite of features listed below. You can also assign your client coordinators certain levels of these privileges to fit their specific job functions, such as modifying the client mappings or creating new users. Portal User Account SetupThere are two ways users can gain access to the portal. |
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On the Web Portal Management Screen, you can search for a specific portal user and access the account from the result grid.
Add New Account
To add a new account click the New Account button provided in the Search Results grid on the Portal Management page.
Here you can enter some basic information about the user.
Once you enter and save the basic information, the screen refreshes to display sections and tabs where you can add additional information.
- Send Welcome Email: When lab personnel setup user accounts using the Web Portal Management page in VetView, they can send out a welcome email to the user with information regarding the account.
Account Status
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Change Password
This section can be used to manually change the accounts' password.
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Mapped Client List
Here you can map the portal account user to clients setup in VetView. In VetView clients can be clinics, doctors, owners etc.
To map a portal user to a client, click the Add button. The pop up shown in the image below is displayed. Select the client from the drop down and check all boxes that apply and click the Save button.
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Mapped Laboratory List
Here you can associate different labs with the portal account.
To map a lab to the portal account. Click the Add button. The pop up shown in the image below is displayed. Select the lab from the given drop down. ( Only the labs already setup in VetView are displayed in the drop down)
Click the Delete button to removing the mapped lab from the list.
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This tab is used when setting up a admin portal user.
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. Enter in the username that the client informed you that they used for registration. You can also search for only recently created accounts by setting the Created Start and Created End date.
A list of newly requested accounts will appear in the Search Results.
Click on the Username of the account you want to activate. The Portal User Management screen will load for that username. To provision the account, you can change the following settings: Set the account to Active Status:
And then ensure that at least one Laboratory Client Account or at least one Hospital Client account is added.
Click on the Save button at the top of the screen to apply the changes. Manually add a new account on the Web Portal Account Management ScreenIf you are working with a new Lab or Hospital client in person, or you have all the account information needed to set up the web portal account ahead of time, you can manually create a new account by clicking on the New Account button at the top of the Search Results window.
A blank Porta User Management screen will open. Manually enter in your client's desired username, business name (for RDVMs and Clinics), the first name and last name of the main contact, the email address that will be associated with the account, and a phone number. You can also enter any other important information for this client in the Notes, such as alternate contacts who will have access to the account.
Click on the Save button to apply the changes. The screen will reload, and you can create a password for the client under the Change Password setting, and link their lab or hospital accounts. Link Client Accounts Automatically on the Client Details screenIf you are on the Client Details screen in either Labs or Hospital, and your client has an email address saved under the Contact Info, you can automatically create a Web Portal Account using the information as it is stored in client details.
Once you have clicked on the Create Portal Account button, the screen will reload, and you have the option of sending a password reset notice or a welcome email from this screen.
Any other details, or linking to additional Hospital or Lab accounts, will need to be performed under the Web Portal Account Management Screen instead. Link Laboratory Client AccountsOn the Web Portal Account Management screen, if you have any potential matches to existing Lab Client accounts based on the email address, they will display in the Possible Lab Client Accounts window.
Click on the Link Accounts button to automatically join this web portal account to the existing Lab Client account. The Add/Edit Labs Clients Links window will open. Use this window to grant the appropriate permissions on the portal to the user:
Click on the Save button in the window to link the accounts with the desired settings. The newly linked lab account will appear under the Link Laboratory Client Accounts window.
Manually Add Lab Client AccountIf you do not see the correct client account available under the Possible Lab Client Accounts, or if there are none at all, you can click on the Add button on the Link Laboratory Client Accounts section and manually look up the client account.
If you are getting too many results, click on the Search Filters button to specify the Laboratory or the Client Type and narrow your search results down.
Edit or Delete Lab Client AccountsAny existing Lab Client Accounts can be edited or deleted entirely, if they are no longer going to be associated with the internal Lab Account or were linked incorrectly. The Edit button opens the new Add/Edit Labs Clients window. Use this to add Requests access to your clients whose portal accounts predate VetView 2.1.
Link Hospital Client AccountsOn the Web Portal Account Management screen, if you have any potential matches to existing Hospital Client accounts based on the email address, they will display in the Possible Hospital Client Accounts window.
Click on the Link Accounts button to join this web portal account to the existing Hospital Client account. As there are no additional settings for Hospital access, the link will be complete immediately, and the account will move to the Linked Hospital Client Accounts window instead.
Manually Add Hospital Client AccountsClick on the Add button to open the Add/Edit Client Hospital Links window. Search for the client by their name. If there are too many results, check the Search Filters box to limit the client role and client type.
When you have found the correct account, click on the Save button to complete the linking process. Edit or Delete a Linked Hospital Client Account
To remove a linked account, select the account from the list and click on the Delete button. To edit a client account, if the wrong client account was selected, click on the Edit button and search for the correct client account. (You may also delete and re-add as another method of fixing this.) Other Portal Management OptionsThese options are universal for both Labs and Hospital. Login as UserUse this feature to automatically launch the client's portal account in another window. This feature is useful for verifying what the client can see on their Portal screen. This feature is only available on active accounts with at least one hospital or lab client account linked.
Change PasswordsYou can perform a manual password reset for your client if they are having trouble resetting it via the web portal.
Account StatusYou can adjust the status of the account with these settings.
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