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title	Overview
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Overview

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Excerpt

Provides the ability to setup Alert Types that can be used for Client, Episode, Patient, Pharmacy Product, Product, Vendor, and Vendor Product Alerts.
Alert Categories:
Client
Episode
Patient
Pharmacy Product
Product
Vendor

Vendor Product

view the Client's

Name and Address
Account number
Account Balance
Balance Age
Alerts

Provides access to:
- Client Details
- Contact Information
- Portal Information
- Billing Setup
- Linked Contacts
- Directions
- Mappings
- Patients
- A/R History
- Billing History
- UVIS Invoice History
- VetStar History
- Comments & Alerts
- Documents
Child pages (Children Display)
style h4
excerptType rich content

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title	Navigation
class	navigation

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title	Navigation Text
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Click the 'Navigation' button on the VetView button bar at the top of the screen.

Click the 'Client Search' hyperlink.

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width	70%

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width	30%

Info
The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.

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	UG:Setup & Admin Guides
	UG:Setup & Admin Guides
nopanel	true

Info
This page may contain functionality not found in the current version of VetView.

Info

title	Request Status

Click here for a list of the Inventory Transfer Request status rules

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title	Contents

Table of Contents

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title	Client Information screen
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Screen

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title	Screens
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This is the Client Information screen.

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title	Mockups
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Mockups

Mockup

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permalinkID	8WFTp7RZiXRgScxFjvjXuZ

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title	Mockups
class	mockupsText

Following is a list of mockups for this screen:

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Airtable for confluence

resourceId	https://airtable.com/shrW4LGLjoJAZoHjZ
viewControls	true
useCardLayout	true
width	100%
height	500PX

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title	Fields and Controls
class	controls

Specs

Airtable for confluence

resourceId	https://airtable.com/shrfcZ5mb7jVTZE4c
viewControls	true
width	100%
height	500px

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title	Fields and Controls
class	controls

Fields and Controls

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title	Fields and Controls
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The following table lists all of the fields and controls found on this screen. The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'. Use the controls at the top of the table to change the sort, grouping, and row height. To see more of the cell content, click on the cell expansion control located at the top-right corner of a selected cell.

Airtable for confluence

resourceId	https://airtable.com/shrt2M26zozTK3bXs
viewControls	true
width	100%
height	500px

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title	Privileges
class	controls

Privileges

Airtable for confluence

resourceId	https://airtable.com/shrohBtdeoQ8oorwE
viewControls	true
width	100%
height	500px

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title	Definitions
class	controls

Definitions

Airtable for confluence

resourceId	https://airtable.com/shrQ9Irnrm0QC1FPm
viewControls	true
width	100%
height	500px

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title	Functionality
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How To...

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title	Functionality Text
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Setup Alert Types

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width	100%

Navigate to the 'Alert Type Setup' screen.
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width 70%

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width 30%

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title	Planned
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Planned Improvements

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title	Planned Text
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Jira Legacy

server	System JIRA
columns	key,summary,status
maximumIssues	1000
jqlQuery	project = LIMS AND issuetype in (Improvement,"New Feature") AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Client Information screen" AND labels in (Alerts, Inventory_Management) ORDER BY Summary DESC Key ASC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

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title	Planned
class	planned

Bugs

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title	Planned Text
class	plannedText

Jira Legacy

server	System JIRA
columns	key,summary,status
maximumIssues	1000
jqlQuery	project = LIMS AND issuetype in (Bug,Task) AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Client Information screen" AND labels in (Alerts, Inventory_Management) ORDER BY Summary DESC Key ASC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

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title	Planned
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Open Issues

Expand

title	Click to expand ...

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title	Planned Text
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Jira Legacy

server	System JIRA
columns	key,summary,type,priority,status,fixversions,components
maximumIssues	1000
jqlQuery	project = LIMS AND issuetype in standardIssueTypes() AND issuetype != Epic AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Client Information screen" AND labels in (Alerts, Inventory_Management) ORDER BY key DESC ASC
serverId	1eaad4fc-3379-3e15-bde0-30da46e7598b

Versions Compared

Old Version 2

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Setup Alert Types

Planned Improvements

Bugs

Open Issues

Page Comparison

Versions Compared

Old Version 2

New Version Current

Key

Overview

Navigation

Screen

Mockups

Specs

Fields and Controls

Privileges

Definitions

How To...

Setup Alert Types

Planned Improvements

Bugs

Open Issues