Digital Document Elements

This tab is where you define the individual form pieces that go into the Digital Documents.  Each Digital Document Element can be re-used on multiple forms, but they can also be customized for every possible instance where they might need to be slightly differently on a form.  This allows complete flexibility in recreating your existing paper forms into a digital format without having to alter the text or layout drastically.  

Each Digital Document Element is saved under a unique name, and they can be adjusted and adjusted as necessary.

Search Document Elements

The top part of this screen contains the Search options for the Digital Document Elements.  You can search by the element's name or a keyword within the name, the code assigned to it, or the specific type of element.  You can also filter by active, inactive, or both.

The results from the search will emit below in the Element List.

Element List

Elements that already exist in the system will load on the screen when it is first loaded.  After filtering, the elements that match your search will then appear in this list.

You can also sort these elements by Description, Element Type, the Value List used, the Standard Code, and whether they are active.

Add Element

Click on the Add Element button to create a new element.  A blank Element Form will load.

Related Elements and Macros are not available until you have saved at least once.

Edit Element Form

To edit an existing element from the list, click on the Element Name.  These are hyperlinks and the element form will load.  You can also use CTRL+Click to open multiples in other tabs,

Element Details

At the top of the Edit Form screen is the element details.  These define how the element will appear on documents, and also how they can be searched on this screen.  They also control additional options, such as a species filter.

Element Types

Each document element type is described below in detail.

Body System

The Body System element has three radio buttons that represent Normal, Abnormal, and Not Examined.

Body Systems have three options: Short, Long, and Multiline.  

When they have been put on a Digital Document, body system elements appear like this:

Checkbox

The Checkbox element is a simple on/off toggle.  You can enable comments on this element.

When they have been put into a Digital Document, checkbox elements appear like this:

Date

The Date element displays a date picker, and includes a small green button that will automatically pull in the current date.  This allows for the user to select the date that is appropriate to the form, whether that is today's date or a date in the past for a procedure, or a date in the future for a return trip.

When they have been put into a Digital Document, the Date elements will appear like this:

Image

The Image element allows the user to attach an image, or multiple images, to the digital document.  Attached images using the element will appear in-line on the document.  Use this option for scanned body condition score charts, animal photos, or any other graphical image that should appear inside the document.

When the Image element is added to a Digital Document, it will appear on the patient record or request like this:

If multiple images have been uploaded, you can select how many should appear on a row before they have a carriage return.

Number

The Number element restricts the allowed text to Arabic numbers, either in integers or decimals to a specified precision.  You can also permit mathematical symbols.

Use this element for any objective measurements that should be entered into the report, outside of the scope of the Vitals element or any lab tests.  For example, a horse's pace as measured in the arena in meters per second, or the length of an exotic from nose to tail. 

By default, integers will allow a precision of 0.0 and will auto adjust to display this.

When added to a patient record, the Number element will appear like this:

Patient ID

The Patient ID element type can be used to link an alternate ID for the patient to the ID / Tag system on the patient record.  This can be especially useful for a Rabies Vaccine form, for example, where you want to ensure that the state rabies ID is entered on the patient record, but don't necessarily want to enter the ID multiple times.  

The field can also be left blank, for other forms of ID that aren't linked to the IT / Tag system, such as nicknames.

Each individual Digital Document Element should be name matched to the ID/Tag type, to prevent confusion. 

Reminder

The Reminder element will automatically pull in any patient reminders.  This element cannot be modified and does not have the option for comments.  Use this for Discharge reports, or any other report that should include upcoming appointments for the patient, such as surgery follow ups.

Report Info

The Report Info element pulls in information from the patient record itself to the report.  It can also be used for formatting on the report, as these elements will transfer over to the printed version of the Jasper report.

This table contains an overview of each of the Report Info types available in VetView.

When added to a digital document, the various Report Info elements may appear something like they do in the example below:

Rich Text Box

The Rich Text Box element puts in an empty or pre-filled text box on the report, that includes options for formatting such as bold, italics, text colors, bullet points, etc.

When added to the patient's record, a digital document that contains the Rich Text Box element will appear like this:

Signature

The Signature element pulls in the previously established signed digital signature of the user whose name is entered in the text box.  Use this to add the signature of the clinician for the case.

When added to a digital document, the signature element will appear like this:

Text Boxes

The Text Box elements allow the user to enter in custom text.  These elements can be used to create questions and answers on digital document forms.

Text boxes can also be used in conjunction with a List of Values, which appear on the right side of the patient record as a Result Set. 

When added to the patient record or a request, a digital document that contains a text box element will appear like this:

To add the List of Values / Result Set to the text box, double click the value you want to add.  

• Append will add the selected value to the next of the text box
• Replace will clear out the existing text and instead put in the selected value

Time Stamps

The Time Stamp element allows the user to manually enter in a date and time.  (This is in contrast to the Report Info time stamp, which passively pulls in the current date and time.)

When added to a Digital Document, the time stamp element will appear on the patient record like this:

Click on the small green button to insert the current date and time.

Value List

The Value List element pulls in a custom list of values from the Value List setup tab.  These restrict the answers to a question to only the specified choices, and can also be used in conjunction with the Related Elements to create a conditional question and answer series.

Related elements will use one answer from the value list as the condition for appearing.  Multiple conditions can be added, including report info elements for page formatting if necessary. 

Allow Custom Value List Entries enables the clinical staff to override the value list and put in a unique text value if necessary.  If this box is not checked, they are restricted to only the values from the list. 

When the digital document is added to a patient record, the Value lists will appear like this:

Vitals

The Vitals element type will appear as a TPR in a digital document.  This element type will automatically input the TPR data entered into the document into the patient record as a TPR as well.  This element is especially useful for Request digital documents, where they are not working on the patient record but may still want to record vitals as part of the procedure.

When added to a digital document, the Vitals element appears like this:

Species Filter

By default, an element will appear on a document for all species.  

When the All Species flag is unchecked and the element is saved, the edit form screen will reload and a new Species Filter tab will appear.

Click on the Add Species button to create a species condition for the element.

A pop up window will appear to select the species.

Click on the Save button to add the species.  The selected species will appear on the Species Filter tab.

Now, on the patient record and on the request screen, digital documents that contain this element will only display the element if the patient is one of the matching species.  

Related Elements and Conditional Answers

As mentioned in the description of the Value List element, the Related Elements subtab can be used to create conditional formatting for questions and answers.  If the answer to a given question is "No" or "Not Applicable" then you can have the related question not appear on the document, but if the answer to the question is "yes" then you can have related follow up questions.

Click on Add Related to begin creating a series of related elements.  

Select the element you want to have appear.  Then choose the condition.

• Always Show:  These elements will always appear no matter what the previous element is.  Related elements do not have to be linked to value lists; follow up elements can always be added when Always Show is selected.
• Show on Any Value:  Regardless of the answer selected from the value list, this follow up element will appear.
• Show on Selected Value:  This follow up element will only appear when one value is selected from the list.

Show on Selected Value will then open up the value list from the original element, to allow you to choose the value.

In the example below, the related element "If Yes, Describe" is a long text box.  It will only appear when the user selects Yes from the value list.   This is an alternative to enabling comments on elements when a comment may not always be required.

Sort Related Elements

Conditional questions can be moved up and down using the arrows.  This can be very useful when you are including formatting elements.  In the example below, the Report Info Page Break element will forced the rprinted eport to move to the next page, and then display the text field for the user to enter only when the "Yes" condition is selected.

Delete Related Elements

If a related element is no longer necessary, it can be removed at any time by clicking on the red X.  This will not impact historical digital documents already on patient records, but will apply to any new versions of the digital document that are added to patient records and requests going forward.

Element Macros

Element Macros are pre-defined blocks of text that are available to clinical staff.  When used in conjunction with text type document elements, this allows a user to quickly build reports using a standard template.  

Click on the Add button to create a new macro.  The Edit Macro window will open.

An example of partially filled out macro text:

Click on the Save button to apply the changes.  When saved, the Macro text will appear in the macro list on the digital document element.

When a macro has been saved to a digital document element, it will appear on the Macro List on the patient request or request like this:

If the text was restricted to a specific user, then it will not appear for any other users in the macro list.