General Description
This screen is used to search for and view existing client, or create new clients.
Screenshot
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| Number | Name | Description |
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| 1 | Active Checkbox | This indicates whether or not you wish to search only clients marked as active. Uncheck this box if you want to have clients marked as inactive included in your search results. |
| 2 | Business/Farm Name | Use this field to search by the client's business or farm name. |
| 3 | Account Number | Use this field to search using the unique number associated with a particular client. |
| 4 | Client Type | Use this drop-down to filter the type of client you want to see in your search results. |
| 5 | DVM License Number | Use this field to search by a client's DVM license number. |
| 6 | Laboratory | Use this drop-down to filter your search results by clients owned by a particular laboratory. |
| 7 | More Fields Button | If you click on this button, the screen will stretch to reveal more search options (see below). |
| 8 | Set Default Search Button | This button allows you to set a default search that will automatically pull results every time you go to the Client Screen. (Use the reset button to reset all searches on this screen.) |
| 9 | Add New Client Button | Use this button to create a new client. |
Extra Fields:
Client Screen Tabs & Security
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Clients in VetView Labs include all Clinics, RDVMs, and Owners associated with the Patients for submitted samples. The Client Management section of VetView includes a Client Search page and a separate Client Information page that has multiple subtabs to allow quick separate of information. Client SearchThe Client Search window is accessed from the VetView Header Bar or from Navigation. Client pages can also be accessed directly via hotlinks on Accessions.
Client Search WindowAt the top of Client Search page is a window to enter in search parameters. The most common search fields, such as last name or account number, are always visible. However, you can also access additional fields by clicking on the More Fields button. To shrink them again, click on Fewer Fields.
Client Search ResultsResults for your search will output into the window below. Click on the account number or the name to open the Client page.
Add a New ClientClicking on the This page also functions as a search, and any potential matches from existing clients will appear on the right hand column.
Click on the Save button to add the new client. Or, if your client already exists, double click the matching account on the right to go straight to their account. Client InformationAt the top of the Client screen is a small section that includes the current contact information of the client, any unpaid balances owed and the balance age, and client alerts.
Client TabThis tab includes several subtabs to view and modify client details, contact information, and links within VetView to other clients.
Client DetailsThis tab allows you to modify basic information about the client. You can update the client type, enter in license numbers for both state and national registration, and update the contact name or business name for the client.
Contact InfoThis tab is used to add additional contact information to a client's screen. This can include, but is not limited to, email addresses, fax numbers, and additional phone numbers. This is also where you can indicate what kind of reports should be sent to each contact method. For example, some clients may prefer everything sent by fax. others may want certain things sent via email but their accounting information should be sent via hard copy in USPS.
Portal InformationThis tab displays any linked portal accounts. If no account is linked, this tab allows you to create an account using the client's email address, then send a welcome email.
BillingThis tab sets the billing address and the billing options for the client. Price sets can be customized for your particular labs under the Product Setup > Price Set Setup tabs. For special clients who have negotiated rates on particular tests, you can create an alternate price set for those specific tests to give them the new price automatically (e.g. a horse farm has negotiated a discount for their annual Coggins tests but will pay full price for any other tests.)
IdentifiersThis tab is used to add, remove, or define any custom identifiers associated with that particular client. Identifiers can be nested. This feature can be used to track information required by your state that does not already have a custom VetView field, such as state farm registration, herd numbers, flock numbers, etc.
Linked ContactsThis tab is used to add contacts that will be associated with a client (so that they can also receive accession reports).
MappingsThis tab is used to create/manage the mappings (links) between clients that drive the automatic short-listing or automatic-client-filling that can occur when editing the Accession Header on the Accession Screen.
AccessionsThis tab displays and links to all accessions associated with this client. Click on the hourglass icon to View Accession Report in PDF format and print it if needed.
PatientsThis tab shows all the patients that have been associated with this client on an accession, and also allows you to add new patients or merge existing patients. Add/Merge
Click on the
Merge Patients allows you to combine the record history of two separate patients into a single one. Use this if a second patient was accidentally created while processing an accession. You will be allowed to choose what information from each client record to keep.
GroupFor clients such as farms that will need to record testing against entire groups, you can create a Group Patient and associate to the client.
AccountingA/R HistoryThis tab is used to view and post payments to the client's account. VetView has the ability to launch an external website for credit card processing, if that has been set up for your lab.
Current ChargesThis tab is used to view a client's charges, add miscellaneous charges, edit charges, and generate invoices. Many of these functions are duplicates of parts of the Accounting Screen.
Misc ChargesThis tab is used to view and add miscellaneous charges to a client's account. Many of these functions are duplicates of parts of the Accounting Screen.
Comments/AlertsThis tab is used to enter comments and alerts associated with a client. Client Alerts will appear at the top of the screen.
Document(s)This tab is used to attach or delete any files/documents to a client's record. These can be any external files faxed in alongside a request, or other information that must remain associated with the client.
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