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You must give the catalog item a label, a description, select a catalog, and assign a record group, before you can add any form elements from the palette.
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FAQ for Basic Attributes
What is the difference between a Document and a Request?
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Whether a catalog item is a Document or Request is automatically determined by the Catalog settings and it will be automatically imported and displayed on the Catalog Item in 5.0. |
Permissions around Documents and Requests are different. Catalog Items that are intended to be added and completed all within the primary unit for the episode should be Documents. Catalog Items that are intended to be submitted to another unit to be filled out should be Requests. There may be exceptions: Labwork will always be a Request, even if the accession will be handled at the hospital, since VetView internal labs are considered their own separate units.
Whether a catalog item is a Document or Request is automatically determined by the Catalog settings and it will be automatically imported and displayed on the Catalog Item in 5.0.
How can I automatically default to a custom report for this specific Catalog Item only?
The Report Override option will change the default printable report for this catalog item to that report, as opposed to the default printed report for Documents or Requests. This prevents your users from having to manually change the report type each time.
Do I have to have every document verified?
Documents or requests that are for internal use only and will not be seen by external RDVMs or clients can leave off the Requires Verification flag if it is not a necessary step in the workflow.
For documents that will be completed by students on clinical rotations, we recommend leaving on this flag so that their supervisors can oversee their work and ensure it is completed in a timely manner.
What does the Separate Request flag do? (Request Items Only)
For Lab and Imaging items that need to be performed independently, such as cultures or PET scans, you can have this flag set to force the request to be separated out from other requests to the same unit.
Otherwise, requests for imaging or lab accessions that are for the same internal lab or hospital unit will be combined into a single request - for example, a request for imaging X-rays from three angles can be submitted as a single request to radiology, so they can be performed together on the patient.
How can I require permission from a DVM to order a request for a patient? (Request Items Only)
You can limit the availability of Request items to a user with an Active DVM flag on their user account by turning on the DVM Required To Order flag.
You can turn this open on if your state law requires that a DVM sign off on all surgical procedures, radiographs, lab work, etc.
You can have this as a secondary check instead by allowing anyone with permissions to add Requests to submit it, but then adding Approval Requited to Order as the flag instead.
What does a DRAFT watermark do on a document or request?
If a document or request has not been fully verified, you can display a draft watermark on the printed report. You can also choose to keep this watermark on the report until the patient is discharged.
You can keep this set to “Never” for documents that are intended only for internal usage and will not be sent to clients.
Additional Attributes Subtabs
Below the basic attributes section is a series of subtabs for the additional options. Here, you can add charges, assign verification privileges, link reminders, and set this document as the episode default.
Use the arrows to navigation between Charges
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and Episodes Defaults in this small sub section.
How do I automatically add Charges to my Document or Request?
Select the charge to associate with a document or request on the first tab. You can add multiple charges to a Catalog Item. For example, you can setup up a Surgery document to automatically add a general surgery fee and auto add a product charge for a surgery kit.
If you want the charge to be automatically be applied to the patient’s bill immediately, turn on the Auto Bill setting. Otherwise, the charges will be applied when the document or request is completed.
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How do I indicate which roles have Verify Privileges? (Replaces Edit Privileges in 5.0)
The ability to add or edit any document or request is determined by separate privileges. This function only applies the the roles to verify documents
Once any role has been added to a document under Verify Status, it indicates that the document must be verified by a DVM or other faculty member before being released to clients.
You can add as many roles with verification status as you need to to ensure that documents are approved in a timely manner.
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You can link the Signature palette item to Document verification in 5.0 so that the user who enters in their signature on a document is automatically assumed to be the user who will be verifying it, if they have the privileges to do so.  |
How do I automatically link reminders to a catalog item?
On the Reminders Subtab in 5.0, you can set links between Reminders and Catalog Items. Reminders must have been set up on their own screen via Reminders Setup which is unchanged in version 5.0 compared to previous versions.
The Make Default flag means that the reminder will be turned on by default when the item is added. When this flag is turned off, the reminder link will still be available on the patient orders, but it will not be automatically turned only, only available. This can be useful for optional follow up appointment reminders, for example.
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Episode Defaults Subtab (Replaces Episode Type Parameters in 5.0)
In Version 5.0 of VetView, all Catalog Items have the option of become the Default Catalog Item for their medical record category. This means that when the user clicks the Document or Request icon on the patient record for that medical record category on this episode type, this will be the catalog item that loads as the first template.
The ability to automatically add this Document or Request for the episode type is also still available on this subtab. For example, you can automatically add a physical for any wellness exams, or automatically add a weigh-in request to any nutrition episodes.
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3. Report Setup and Request Form Panel (Digital Documentsin 5.0)
The Report Setup panel replaces the separate Digital Documents from earlier versions. Now each Catalog Item will have its own unique digital document, and you will drag and drop digital document elements directly onto the report to build the form as you want it to appear.
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As of Version 5.0 the new Palette Items (previous called Digital Document Elements) are no longer reusable among Catalog Items. However, all previous digital documents and their elements have been copied as part of the database conversion, so any documents that shared digital documents in the past will still have all their elements intact. Value Lists can still be shared among value list elements to reduce redundancy. |
4. Palette Items and Properties (previously called Digital Document Elements in 4.2 and earlier)
The biggest change in 5.0 is the presentation of Digital Document Elements. These items are now displayed as visual icons on the Palette and they can be dragged directly into the Report Form area, allowing you to build your form visually in real time instead of switching between tabs.
Palette Items
All the previous digital document elements are still available, and all their custom attributes are still available, with several new options including the ability to insert SOAP elements and build a custom SOAP document.
Properties
Each document element still has a section to adjust its properties. You can change the result name to display a custom field, changing the text label to become a question, for example.
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Value Lists Types and Value Lists in 5.0
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Value List Setup has been moved from Catalog Setup to its own screen under Hospital Setup and locked under a unique permission. This screen can be found at Value List Setup in 5.0 . |
Global vs Local Value Lists
Any previous Value List from an earlier version of VetView has been imported and is now considered a Global Value List.
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In comparison, a Local Value List is only available to this one document. This allows you to keep certain types of value lists that are specific to only one document from being available globally, such as some of the radiology options that appear in this list.
How do I add items to a local value list?
Click on the Add button to open a small window. A value list item can have a name, a short code, and a standard code, just like regular Value List items.
Custom Value List Entries can also be turned on as an option, to allow for choices outside the boundaries of the fixed options on questions where it makes sense.
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Can I still set macros on text fields?
All text element data types still have the ability to predefine macros. Any existing macro sets have been imported alongside their catalog items and data elements into 5.0 so you should not lose any existing functionality.
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Like Value Lists, Macro setup has been moved to their own setup screen under Navigation. This page is explained at Macro Setup in 5.0 . |
You can choose from the Global Macros from Macro Setup, or create a new local macro unique to this document or request under the Macro Setup subtab.
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How do I make a question, form item, or section on a document or request required?
You can set each individual result to be required on the form as well, which is a new feature in 5.0.
When the Required flag is turned on, the field will appear highlighted in the form, both in the preview of Report Setup, and on the form itself on the Patient Record.
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Can I still set a data element to have a Standard Code for my interfaces?
Yes, this flag has been moved to Misc Options for any document or request that will be used in communications via the API or other machine interfaces that require standard codes on the elements.
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Are there any new data elements available in 5.0?
In addition to the SOAP elements
Request Form Setup in 5.0
Catalog Items that are of type Request have a few slight differences in their layout than Documents.
The Report Setup panel in Documents is joined by a new Request Form Setup tab. This tab allows the unit that is building the request form to add the questions they want the submitting unit to fill out prior to passing through the request, such as patient condition or confirming that certain steps have already been taken in preparation for the request (such as pre-op bloodwork.)
Can I still set my Date Needed By on requests in 5.0?
You can use the Date field on the Request Form to set the Date Needed property on the request, so that when the submitted unit has sent through the request, the date will appear on the Request Screen.
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Internal Lab Setup in 5.0
Version 5.0 of VetView has several improvements to Internal Lab, including a better indication of the links between the Lab and Hospital products.
Internal Labs are considered a unique catalog type.
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When the link between the two products is missing or broken, a warning icon will now appear next to the Hospital catalog item name, so the person who handles setup is aware of the issue and can fix it.  |