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This page was created on 1-26-2024 for version 4.0.9 of VetView.

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Accession View Options

In Version 4.0.9 of VetView, the Accession Screen has been rebuilt to handle large case loads better and to resolve outstanding issues related to the “failure to mount” error.

This has been done by adding in new View Options at the top of the Accession Screen.

A screenshot from VetView on the Accession Screen showing the View Options menu.  Five options are listed - Accession Tree, Test List, Worksheet, Swap Panels, and Save Current View As Default.  Details about each view follows in sections below.

The functionality of the original Accession Tree view remains, but the new views allow you to choose your personal preferences

A screenshot of the VetView Accession Screen.  On the upper right corner, the new View Options menu has been opened and displays the new views.  Details about each of the available views follows.

Original Accession Tree and Result Entry Tab Have Been Removed

The 4.0.8 and earlier view of the VetView Accession tree has been removed. The dual tab system was a compromise intended for smaller screens, but syncing issues between the tab not visible caused recurring errors in VetView (the infamous “failure to mount” error) and thus this view has been disabled in 4.0.9 going forward.

The new default view for all users will be the Accession Tree view.

Accession Tree

The 4.0.9 Accession Tree view combines the Accession Details and Result Entry into a single tab with two panes. This unified view also simplifies the Accession to result pathway for tests that come in already in Working status from Hospital or from the Portal.

All functions previously available on the Result Entry Tab are now available on the Result Entry Panel on the Accession Details Tab. The only thing that has changed is the removal of the separate view of the accession tree prior to release of the accession.

Tip

New Views, Old Data: The new accession views will load any existing data you have in your VetView database, even if it was imported from an older system such as UVIS. This will help when looking at older accession data for research.

By default, the Result Entry details appear on the left panel and the Accession Tree appears on the right panel, but you can Swap Panels to reverse them. (See the Swap Panels section for more information.)

Click on the item in the Accession Tree to modify it in the Details panel. In this example, a Specimen row has been selected, so the Specimen details are available to modify in the Details panel.

A screenshot of the VetView Accession Screen.  The Result Entry and Accession Tree panels have been swapped so that the Accession Tree is on the left and the Result Entry is on the right..

The Result Details panel can be closed and opened and needed, to allow you to view the full accession in the Accession Tree panel on smaller monitors.

A screenshot of the VetView Accession Screen.  A button at the upper right corner of the Result Panel allows you to completely close it if you need to see more details on the Accession Tree on a small screen.

Hide Questions

For large accessions with many questions appearing in the Accession Tree, you may want to temporarily hide them when resulting the accession. Hide Questions has been added under the Other Options menu.

A screenshot of the Vetview Accession screen in Tree View with the Other Options menu open to show the Hide Questions button.

When the questions are hidden, this option changes over to Show Questions instead so that you can restore them any time you need to see them again.

Test List View

A screenshot of the VetView Accession Screen showing the Test List view selection in the View Options menu.

This view is a fully flattened list on the accession that mimics the Test List screen. This view loses the relationships between different tests in the accession, but in exchange allows for large accessions to load more quickly and for a user to process them one row at a time, similar to the Result Entry screen.

This may be suitable for accessions with 1:1 relationships between patients and tests on accessions with too many tests to be manageable in the normal Accession Tree view.

A screenshot of the VetView Accession screen showing  the Test List view side by side with the Results Panel.  A question has been selected on the Test List and the Results Panel displays Test Question Edit Panel at the top, with the question information following.Image Modified

Questions in List View

To look at questions and answer them, click on the Question mark next to the Test, the Specimen, or the Patient in the appropriate column.

Questions on this view will open up separately in the Results panel with the question type in the header. Required questions will display in red.

A screenshot from the VetView Accession Screen showing the Test List View and the new Question Edit that appears in the Results Panel.

Locked Questions: Questions on Finalized accessions, or accessions that have been manually locked by an administrator, cannot be edited. To modify a Question on a finalized accession, you will need to unfinalize the accession first.

Pancake Menu on Test List View

Test List view is also supported on tablets or touch screens that do not have a mouse or otherwise cannot use the right click menus throughout VetView. Instead, the menu on this view can be accessed by clicking on the “pancake menu” that appears at the start of each row.

This menu allows you to perform actions on the test within that row - editing the patient, specimen, or test itself, printing labels, or canceling the specific test on that row.

A screenshot from the VetView Accession screen showing the Test List View.  The first column of the list is a pancake menu that displays the same options as the hidden right click menu to support touch tablets.

Add or Remove Columns

By default, a minimum number of columns will load on the Test List View panel. You can remove unnecessary columns and add in columns that provide helpful data in their place.

To add a new column, right click on the column header next to where you want to add the new column, and choose Add Column. In the example below, the Sample Date column will be added next to the specimen.

A screenshot of the VetView Accession Screen showing the Test List View.  The right click menu on a column header is open with Add Column selected, with a new column - Sampled -  chosen from the menu displayed.

Right click on the column you want remove and choose Remove Column from the options.

Certain columns, such as the Pancake Menu column, cannot be removed, and thus the Remove Column option will not be available.

Adjust Column Widths on Test List View

VetView will auto adjust the column widths to some extent, but you can manually change the column widths to match your own needs by grabbing the edge of the column and moving it left or right. You can also double click to auto adjust to the width of the text in the header (similar to spreadsheet applications.)

Click on Save Columns to store the layout on your User Profile for future use.

A screenshot of the VetView Accession Screen in Test List View.  The Accession List View panel has columns and a cursor is between two of them indicating that the column width can be adjusted in size.

Move Columns on Test List View

You can move columns left or right by right clicking the column and choosing to Move Left or Move Right. This method allows for precision adjustment of a single column.

Click on Save Columns to remember the new column order between accessions.

A screenshot of the VetView Accession Screen in Test List View.  The right click menu of the Test List Panel column headers has been opened, showing the ability to move columns left or right.

Drag and Drop Columns on Test List View

Another method of moving the columns is to grab the middle of the column header and drag and drop it to a different location within the header columns. In this example, the Specimen Label column will be moved directly in front of the Patient Name column. Remember to Save Columns to store these for future usage.

A screenshot from the VetView Accession Screen in Test List View.  A column is being dragged from one location to another within the Test List Panel.

Reset Columns on Test List View

To restore the default columns, you can click on Reset Columns and have the original columns and their locations added back to the screen.

A screenshot within the Accession Screen in Test List View.  The Reset Columns button is highlighted on the right click menu of the column headers of the Test List Panel.

Worksheet View

This view transforms the Accession tree into a spreadsheet / worksheet that may be suitable for data entry for large cases that are processed by an external machine interface but still need to be manually verified and reviewed.

This method of Accession entry is also the most similar to a spreadsheet and allows for rapid data entry using a Copy/Paste function in each Result.

A screenshot of the VetView accessions screen showing the View Options menu with the Worksheet Style test entry option selected.

It mimics the look of the Worksheet Screen, but for a single Accession. If you are performing tests on multiple accessions, the full featured Worksheet Screen may be the better option to use.

A screenshot of the VetView Accession Screen showing the Worksheet Accession View.  Each test to be performed is in a unique row as if it was a spreadsheet with columnar data for the patient and specimen.  This allows for rapid result entry and review of data from a machine interface.

Move Test Columns on the Worksheet View

Similar to the Test List View, you can move columns left or right by right clicking the column and choosing to Move Left or Move Right on the Worksheet View. This method allows for precision adjustment of a single column.

Click on Save Columns to store the layout on your User Profile for future use.

A screenshot of the VetView Accession Screen showing the right click menu of the columns on the Test Information rows.  The option to Move Left has been highlighted.

Drag and Drop Test Columns on the Worksheet View

Another method of moving the columns is to grab the header and drag and drop it to a different location within the header columns. In this example, the Specimen Label column will be moved directly in front of the Patient Name column.

A screenshot of the VetView Accession Screen showing the drag and drop feature of the Test Information columns on the Worksheet View.

Add or Remove Test Columns on the Worksheet View

By default, a minimum number of columns will load on the Worksheet screen. You can remove unnecessary columns and add in columns that provide helpful data in their place. Right click on the column you want to remove and choose Remove Column from the options.

Certain columns, such as the Pancake Menu column, cannot be removed.

A screenshot of the VetView Accession Screen showing the Insert Column feature of the Test Information section of the Worksheet View.

Reset Test Columns

To get back all the columns that were removed and return to the default worksheet settings, you can click on Reset Columns.

A screenshot of the VetView Accession Screen showing the Reset Columns feature for the Test Information section of the Worksheet View.
Warning

Broken Screens: In the event that accessions are not appearing as you expect them to on the Test List view or Worksheet view and Reset Columns is not working, you can have a supervisor force a reset of your columns manually under the User Management screen. These columns are saved as the testListView or accessionWorksheet under the User Search Preferences tab. Deleting these settings will restore the Test List View or Worksheet view to its defaults and allow you to see the screen in its original state.

Access Patient, Specimen, or Test Questions

Questions within the Worksheet View are handled on a per row basis. You can access them by using the pancake or right click menu to edit the Patient, Specimen, or Test, and viewing the question underneath the details of the item you selected.

A screenshot of the VetView Accession Screen on the Worksheet View.  The Edit Patient Dialog window is open, displaying the Modify Questions section.

Fill Down Results in Worksheet View

Worksheet View allows for rapid data entry of large cases using a Paste or Paste to All option from results.

In this PCR example, all results in the Accession were negative. You can select the this result in the first column, and then choose Paste to All to fill in any remaining rows.

This method also allows you to manually select a positive, not negative, or positive/negative control option on a large PCR batch, and then manually fill in the negatives for the remaining rows using Paste to All Blanks.

A screenshot of the VetView Accession Screen on the Worksheet View.  The right click menu on a cell is visible, with Paste to All highlighted.

Clear Results in Worksheet View

To clear results in selected rows in Worksheet view, select the rows in the middle checkbox column between the Test Information and Results panels, and then right click and choose Clear Selected.

A screenshot of the VetView Accession Screen on the Worksheet View.  The right click menu for a cell is displayed with Clear Selected highlighted.

Edit Rich Text Results or Comments in Worksheet View

Large blocks of text won’t display correctly in the smaller cell of Worksheet View. To edit a comment or a rich text result, double click the cell.

A screenshot of the VetView Accession screen showing a Rich Text cell.  The mouse cursor is overing over it and it says to double click to edit.  Double clicking the cell will open the Rich Text Editor window.Image Modified

A pop up window will open to allow you to edit the Rich Text comment.

A screenshot of the VetView Accession screen showing the Rich Text Editor Window on the Worksheet View.Image Modified

Once closed, the Rich Text comment will be available to preview in the space above the Test Information panel when the cell in the worksheet is selected.

A screenshot of the VetView Accession screen showing the Rich Text Result preview on the Worksheet View.Image Modified

Collapse Test Information in Worksheet View

Click on the arrow next to the Results header to collapse the Test Information panel.

A screenshot of the VetView Accession screen showing the button to collapse the Test Information panel on Worksheet View.Image Modified

This will temporarily hide the Test Information so you can focus on your results. You can expand the Test Information panel again at any time.

A screenshot of the VetView Accession screen showing the button to reopen the Test Information panel on Worksheet View.Image Modified

Reference Ranges in Worksheet View

When results have references ranges in Worksheet View, the ranges will display in the space above the Test Information and Results panels, similar to the Rich Text preview.

A screenshot of the VetView Accession screen showing where Reference Ranges are displayed for numerical results in Worksheet View.Image Modified

Calculated Values in Worksheet View

Calculated values can also have references ranges. Since calculated values based on values entered in other cells are locked and cannot be selected directly, we have provided a radio button to allow for selection of these cells if you need to see the reference ranges.

A screenshot of the VetView Accession screen showing reference ranges on calculated values on Worksheet View.Image Modified
Note

Copy and paste results for calculated values have been tested and will work on Worksheet View, but due to the calculations occurring behind the scene for each row, will briefly cause a slowdown in performance on large accessions.

Swap Panels in Accession Tree or Test List Views

A screenshot of the VetView Accession Screen View Options Menu.  The Swap Panels menu item is highlighted.

On the Accession Tree Style Entry and Test List Style Entry views, you can change which side the Accession Tree and Result Entry panels are on.

Info

Swap Panels is not available in Worksheet View.

A screenshot of the VetView Accession Screen in the Accession Tree List View.  The default view is displayed with the Result Entry on the left and the Accession Tree on the right.

But if you prefer, you can change the Result Entry to be on the right side and the Accession Tree to be on the left side by clicking on Swap Panels.

Click on the Save Current View as Default to make this change permanent between Accessions.

A screenshot of the VetView Accession Tree view with the panels swapped.  The Accession Tree panel is now on the left and the Result Entry panel is now on the right.

Save Current View As Default

This feature allows your current view to be stored and saved between accessions and also restored the next time you log into to VetView.

A screenshot of the VetView Accession screen with the View Options menu opened.  The Save Current View as Default window is highlighted,Image Modified