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Before you begin..
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Setting up your Digital Document allows you to create a form with the relevant elements so that you have a cohesive record for the medical care given to a patient during their time in the clinic or hospital. This screen is used to search, create, and edit a Digital Document. This is the screen where you can include any Digital Document Elements.
Create a New Digital Document
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You must click save after entering in a Name and Description to prompt the options to Add Digital Document and Add/Edit Document Element. (Shown Below) |
- Name: Here you can enter the name for the new Digital Document.
- Description: Here you can enter a brief description for the Digital Document.
- Active: This check box controls whether the Digital Document is active or inactive.
- Add Buttons:The Add button gives you the option to add a previously created Digital Document(s) or Digital Document Element(s)
- Edit Button: You are able to quick edit a Digital Document Element Directly in this screen to tailor it for a specific document.
- Up/Down Buttons:These buttons are used to sort the elements or documents in a particular order.
Sub Documents
Here you can associate other digital documents with the document you are creating or have created. Clicking the Add Digital Document button will display a pop up with a drop down containing a list of all existing digital documents.
Use the Up and Down buttons to organize the order in which the sub documents appear within the primary digital document.
Document Elements
Here you can add all of the elements that must be present in the document. Elements are fields displayed in a document.
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The Digital Document Search screen is where you can search for existing Digital Documents that have been build previously, or add new Digital Documents. Digital Documents in VetView are forms made out of the digital document elements, which are small reusable building blocks of text or other standard form elements. For more detail on Digital Document Elements, please see the Digital Document Element Setup page. Search Digital DocumentsAt the top of the page is the Search window for Digital Documents. Enter in a keyword to search by. You can also select status, such as filtering out inactive documents.
A list of all matching documents will appear on the screen in the Digital Document Setup List. Digital Document Setup ListWhen this screen first loads, it will contain all of your hospital's digital documents in alphabetical order. You can page through these, or filter them by keyword to narrow down the list.
New Digital DocumentTo add a new form, click on the New Digital Document button. This will load a blank Digital Document Setup screen. At a minimum, you must give the document a name in order to Save it.
Edit Digital DocumentTo edit an existing document, click on the row of the document you want to edit, and then click on the Edit Digital Document button. You can also load each digital document's setup screen in a new tab by pressing the CTRL key and clicking on the name of the Digital Document, which is a hyperlink.
Digital Document DetailsThis screen is where you build the digital document out of the form elements that were previously established under the Digital Document Element setup screen. Document Setup DetailsThis section contains the name and the description of the document.
Preview DocumentThis feature gives you a view of how the Digital Document will appear on the Patient Record. Each form element combines to display the visual layout on the screen. Note that the printed version of this Digital Document may be slightly different, depending on how your Jasper reports have been set up to display each element.
Sub DocumentsIndividual digital documents can be made up of smaller sub documents. For example, if you have a variety of different surgery reports depending on the procedure, you can set up a Common Surgery Report Document that pulls in the elements of the form that are shared across each surgery document, and then add additional digital document elements to tailor the report to the specific surgery. This feature allows you to limit the amount of duplicate work you must do in setting up common forms and documents across your hospital.
Document ElementsThe Document Elements are the individual pieces of the form that go into the Digital Document. These are set up separately on the Digital Document Element setup tab. Elements can be re-used within a document and across documents. Each element can also be pre-loaded with macro text where appropriately.
In the example above, the signature line is repeated three times to allow for the supervising DVM, the student, and the technician to all sign off on the discharge if necessary. Other elements include listing any Upcoming Appointments and Reminders that are associated with the patient. Catalog Items that contain this documentThis section displays any Catalog Items that pull in the Digital Document. Catalog Items encompass the Digital Document, as well as the charges and other pieces of the patient record that can be associated with the digital document. When a clinician adds a document to the patient record, they are actually adding the Catalog Item, and the Digital Document is pulled in as part of that. Thus, a Digital Document can be recycled across as many Catalog Items as is appropriate.
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