This page was created for VetView 5.0 on 1/13/2025. For additional details about how Catalogs Items work in VetView 5.0, please see: Catalog Setup in 5.0
Changes to Catalog Setup in 5.0
The Catalog Setup Page has been simplified in 5.0. Your existing documents and requests were automatically migrated during the version upgrade.
A catalog can be viewed as a virtual binder that contains a list of the services and forms available for your hospital medical records. Inside the catalog, each Catalog Item is an object that bundles together the form and charges associated with the service, and integrates with other parts of the patient medical record.
Documents in VetView are catalog items intended to be filled out within the service area/unit that the patient visit is assigned to. Requests are the catalog items for services that are done between units. Internal Labs can be linked to VetView Labs catalog items and these requests will automatically be sent to the labs module.
Catalog Search Tab
This tab contains three panels: Catalog Item Search, a list of Catalogs by Unit, and the Catalog Item List which displays the catalog items within each catalog.
Catalog Item Search
This section allows you to search for specific catalog items based on the Catalog Item name, the type of catalog it belongs to, the service unit, or the medical record category. You can also filter by active or inactive.
Each search field can be used independently, or in conjunction with other fields. Searching by Catalog Type, Unit, or Category will also filter the Catalog List itself.
Search results will output into both the Catalog List and the Catalog Item List panels.
Catalog Item Search Fields
Field Name | Description |
|---|---|
Search | Searches for catalog items based on a keyword in the name or description. Results will i |
Catalog Type | Displays options between Document, Request, and Internal Lab catalogs. |
Unit | Displays a list of units within the hospital to act as a filter against Catalogs and Catalog items. |
Category | Displays a list of the Medical Record Categories as created under the Hospital Setup screen. Each Catalog must be assigned a medical record category. Documents or requests from that category will appear in that section of the patient record. |
Active/Inactive/Any | Filters catalogs and catalog items based on whether they are active in the system. Note: Older catalogs can be set as inactive, or “deleted” and merged with another catalog if they will no longer be used. Catalog Items can be set as inactive, or deleted at any time. |
Catalogs By Unit
This section displays available catalogs in VetView. This is where catalog search results display, and also where you can make, edit, or delete catalogs.
Catalogs By Unit Fields
Field Name | Description |
|---|---|
Add | Goes to a blank Catalog screen so you can add catalog details. |
Edit | Opens the Catalog screen on a selected row to edit the catalog details. You can also edit a specific catalog by double clicking on that row. |
Delete | Deletes the selected catalog. If a catalog still has catalog items associated with it, you will be asked to merge those catalog items to another catalog during the deletion process. Any extant catalog items associated with patient records will be moved to that catalog. If you don’t want to merge a catalog during deletion, you can set it as inactive instead. |
Add New Catalog
The Catalog Setup screen is best used on monitors of at least 1600x900 in size. Smaller monitors will be unable to view all three panels on this screen at once.
This panel contains two sections: A list of fields in the upper portion, and a charges tabs in the lower section.
Catalog Properties Fields
Field Name | Description |
|---|---|
Unit | The hospital unit to which this catalog will belong. This acts as a filter for Documents, and indicates which unit Request catalogs will be sent to. |
Label | The name of the Catalog as you want it to appear in all menus. |
Description | Additional details regarding the Catalog, if needed. |
Type | Choose between Documents, Requests, and Internal Labs. |
Active Flag | Indicates that this Catalog is active and available to choose from on the Patient Record and PA Screen. |
Updated Time | The last time this catalog was updated. |
Updated By | The last user who updated this catalog. |
Lab Site (Internal Lab Only) | For Internal Lab requests, you must select a lab to send the request to. |
Lab Clients (Internal Lab Only) | For internal Lab requests, you must select a Lab Client that belongs to that lab to have as the reporting Clinic. To have a new hospital client account set up, contact that Lab. |
Specimen Exists (Request only) | Requests should include a specimen when this box is checked. For example, blood or fecal samples, or tissue for a biopsy, or a whole body for necropsies. |
Send to Interface (Request Only) | This request will be sent to an external machine, such as a radiology machine. Additional setup is required both on this request and also under the Job and Interface Setup for these machines. |
Display URL | For Interface requests, this is the URL that will display in VetView based on manufacturer’s requirements. |
Portal URL | For Interface requests, this is the URL that will be accessible from the external client portal to view the results of the request. |
Priority Flag | This opens up the Priority option on the request - ASAP, Stat, etc. |
Workflow Options | Requests can have additional statuses, such as Performed, Transcribed, etc. This flag turns on the additional workflow options for the request. These are optional. |
Add/Edit Charges on a Catalog
This section is where you can link charges that can be be added to the patient’s bill in association with this catalog. If the Auto Bill flag is checked, then the charge will be applied to the bill as soon as the document or request is added.
Charges Tab Fields
Field Name | Description |
|---|---|
Add Button | Opens up the Add/Edit charges window to link a product to this catalog item. |
Edit Button | Opens the Add/Edit charges window to modify an existing charge. |
Delete Button | Removes the link between this catalog and a product. |
Product Selection | In the Add/Edit product window, allows you to search for a product by line, sequences, or description. |
Quantity | The quantity of this product that will be added to the patient’s bill. |
Auto Bill | When this flag is checked, the charges will be added automatically when the product is added to the bill. If this flag is not checked, then the charges are associated with the product, but won’t be added until |
Catalog Item List
Fields
Field Name | Description |
|---|---|
Add New Catalog Item
Catalog Item Properties
Fields
Field Name | Description |
|---|---|
Request Form Setup Panel (Requests Only)
Fields
Field Name | Description |
|---|---|
Report Setup Panel
This section was previously called Digital Document Setup. It has been merged into the Catalog Item Setup page in 5.0.
Fields
Field Name | Description |
|---|---|
Palette Items and Element Properties
This section was previously called Digital Document Element Setup. It has been merged into the Catalog Item Setup page in 5.0. Each Catalog Item now has its own Digital Document Elements and they are not shared across documents.
Input Elements
SOAP Elements
Report Placeholder Elements
Medical Record Options
Request Details (request items only)
Misc Options
Formatting Templates
Medical Record Elements
Catalog Pick List Tab
The Catalog Pick List is a concept for Request Catalogs that allows your clinician, staff, or student to add multiple tests or image requests quickly, on a single Request on the patient record. For example, if your clinician wants to order a complete blood panel for a patient, they can go to a pick list set up for common blood tests, and order the appropriate tests from that panel without having to search for each test one at a time. Catalog Pick Lists are also especially useful for radiology, where multiple views may be needed, but there are hundreds of options available in the catalog. A catalog pick list can be used to narrow down to the most common selections.
Panels
Panel Name | Description |
|---|---|
Pick List Panel
To view the contents of an existing pick list, click on the Pick List name. It will highlight, and the categories that belong to the pick list will load.
Click on a category to view the items that belong to the pick list category.
To view the description of any specific item, mouse over the Info Dot. The description will appear in the mouse over text.
Fields
Field Name | Description |
|---|---|
Pick List Categories Panel
Any existing categories associated with a pick list will display when you have selected that pick list row from the first panel.
Like the main pick lists, a summary description of the categories is visible via an info dot.
Fields
Field Name | Description |
|---|---|
Pick List Items Panel
Fields
Field Name | Description |
|---|---|
Add or Edit a Pick List, Category, or Item
Double click the selected line to open the edit window. You can modify the name or the description.
Click on Save to apply the changes.
(image of the add pick list window)
Fields
Field Name | Description |
|---|---|
Set a Pick List as Inactive
If the contents of a pick list should be temporarily disabled, for example if a service is not going to be offered during the summer months, you can turn off the Active flag on the Pick List.
This will preserve the contents of the pick list, and you can change it back to Active when the service will be offered again.
Delete a Pick List, Category, or Item
To permanently remove a pick list, category, or item from the system, click on the Delete button on the Pick List line item.
You will get a pop up warning asking you to confirm that you really want to delete the item.
(image of the Delete pop up)
Once you click on the OK button, the pick list, category, or item will immediately disappear.
Deleted items, categories, and pick lists cannot be restored from the system. If you want to add these objects back in, you will need to perform this manually or contact your IT department for assistance.
Print Pick List
You can print the Pick List to provide it to your clinical staff on paper. This can be especially helpful for training new clinical rotation students, residents, or interns, or during the Junior Surgery classes.
Click on the Print Pick List button. A PDF window will appear that can be sent to a local or network printer.
(image of the PDF)
Add New Pick List Category
Click on the New Category button to add a new category to the pick list.
A window will appear. Enter in the name of the Category and an appropriate description.
Click on the Save button. The new category will appear in the list.
(image of the blank add button)
Fields
Field Name | Description |
|---|---|
Sort Pick List Categories or Items
For a Pick List with a large number of Categories, it is possible to change the sort order. VetView recommends having the most common items at the top, to assist clinicians.
Select the category you want to move. Click on the Up or Down button to adjust it.
To sort alphabetically, click on the Sort List button.
(image of the categories)