- Created by Cathy Allison, last modified on Mar 04, 2019
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This page has been updated for VetView version 1.7
The patient record has a large number of privileges. In order to make navigation on this page easier, these privileges are broken out into workflows and functional areas.
The order of privileges on this page may not match the order of privileges on the Role Management screen as they have been split into these functional areas. Use CTRL+F to find the corresponding privileges on Role Management
Access Patient Record is the root level privilege for this page. Without any other privileges, this access privilege grants view only access to the patient records.
All other privileges below can be granted to users based on your hospital's policies regarding billing, prescriptions, and editing of medical records.
Communication Privileges
These privileges allow users to manage communications for a patient. These may be given to non-clinical personnel, such as client coordinators, who handle call backs and appointment reminders
| Privilege | Description | Screen |
|---|---|---|
| Print Patient Comm Log | Allows the user to open a PDF of the comm log and print it. | Patient Record |
| View Episode Communication Log | Grants the ability to open and view the Comm Log panel on the Patient Record. | Patient Record |
| Add Episode Communication Log | Allows the user to add a new entry to the communication log. | Patient Record |
Episode and Patient Information
These privileges involve the creation and processing of episodes and the data of the patient.
| Privilege | Description | Screen |
|---|---|---|
| Create Episode | Allows the user to create a new episode from the patient record, instead of Admissions. This is done via the small gear icon in the corner of the patient record. As of version 1.7 the user will need to go to the Admissions Screen to complete the episode creation process and to schedule an appointment. | Patient Record Main Menu |
| Open/Check In Episodes | Allows the user to check in a patient and change the episode status from New to Open. This option is available under the right click menu of the episode header. | Visit Info, Admission Screen |
| Add Episode Personnel | Allows the user to add personnel to the episode. This is done in the Personnel section of the episode. | Visit Info |
| Edit Episode Personnel | Allows the user to change information about the personnel, or delete them, from the episode. | Visit Info |
| Update Episode Location | Allows the user to change the patient location when the patient is relocated. (Part of the Patient Census system.) | Visit Info |
| Admit Patients | Allows the user to change the patient from Outpatient to Inpatient (Admit status.) This can also be done automatically by changing the Episode Type. | Visit Info |
| Discharge patients | Allows the user to Discharge the patient (indicate the patient has been entrusted back to the client) | Visit Info |
| Readmit patient | Allows the user to change the status of the patient from Discharge back to Admitted | Visit Info |
| Undo Discharge | Allows the user to change the status of the episode from Discharge back to Open/Checked-in | Visit Info |
| Close Episodes | Allows the user to change the status of an episode from Discharged to Closed (all paperwork completed; episode cannot be modified) | Visit Info |
| Reopen Episodes | Allows the user to change the status of an episode from Closed back to Discharged for further work | Visit Info |
| Request Transfers | Allows the user to request that a patient's episode unit be transferred to another unit. | Visit Info |
| Approve Transfers | Allows the user to approve a transfer request from another unit | Visit Info |
| Create Patient Alerts | Allows the user to add patient alerts to the patient record | Visit Info |
| Edit Patient Alerts | Allows the user the ability to make changes to the Patient Alerts | Visit Info |
| Add Episode Alert | Allows the user to add an alert to this episode only | Visit Info |
| Add patient Notes | Allows the user to add notes onto the Patient Details tab | Visit Info |
| Edit Patient Notes | Allows the user the ability to make changes to existing patient notes | Patient Details |
| Edit patient details | Allows the user the ability to modify information about the patient, such as age, weight, breed, etc | Patient Details |
| Add Patient Tags | Allows the user to add tag numbers to the patient (e.g. rabies tags) | Patient Details > Tags |
| Edit Patient Tags | Allows the user to modify any existing tags | Patient Details > Tags |
| Add Episode Contact | Allows the user to create a new contact for the episode, allowing communications to be sent to them | Visit Info |
| Grant Release of Information | Allows the user to set a contact as available to receive communications on the episode | Patient Contacts |
| Add New Contact | Allows the user to add a new contact to the patient, not just this episode | Patient Contacts |
| Modify Existing Contacts | Allows the user to make changes to existing contacts on an episode, such as address info | Patient Contacts |
| Update Episode ASAQ Status | Allows the user the ability to change whether this episode qualifies for ASAQ | Visit Info (Admin) |
Documents, Requests, and Attachments
These privileges concern the digital documents that contain the reports and other content of the episode itself.
| Privilege | Description | Tab |
|---|---|---|
| Add Episode Document | Allows the user to add a document to the episode (reports filled out by the attending unit) | Visit Info |
| Add Episode Request | Allows the user to submit a request on an episode (work to be performed by another unit during this episode) | Visit Info |
| Verify Episode Items | Grants the ability to Verify documents and other items on the episode | Visit Info |
| Add/Edit Global Hospital Macro | Allows the user to create a macro and then set it as a global macro for that document+document item, allowing users who utilize that same document to have access to the macro template as well | Visit Info |
| Resend Request Button | Allows the user to resend a request that was rejected by the other unit | Visit Info |
| Add Attachments | Allows the user to add attachments to the episode or request | Visit Info, Patient Details |
| Edit Request Attachments | Allows the user to edit the meta information about an attachment on a request | Visit Info |
| Edit Episode Attachments | Allows the user to edit the meta information about attachments on the episode | Visit Info |
| Edit Patient Attachments | Allows the user to modify the meta information about attachments at the patient level | Patient Details |
| Delete Attachments | Allows the user the ability to remove attachments from the episode | Visit Info, Patient Details |
SOAPs, TPRS, and Diagnosis
These privileges revolve around the non-document content of the episode, aka "smart objects", which have their own workflows within the episode.
| Privilege | Description | Tab |
|---|---|---|
| Add Episode Problem | Allows the user to add a problem to the episode | Visit Info |
Edit Episode Problem | Allows the user to edit problems added to the episode | Visit Info |
| Merge Episode Problem | Allows the user to Merge episode problems if they have been determined to have the same cause | Visit Info |
| Add Episode TPR | Allows the user to ad a TPR to the episode | Visit Info |
| Edit Episode TPR | Allows the user to edit an existing TPR an an episode | Visit Info |
| Create SOAPs | Allows the user to add a SOAP to the episode | Visit Info |
| Manage SOAP | Allows the user to add text for Subjective Objective Assessment Plan on the SOAP | Visit Info |
| Review SOAP | Allows the user to review and approve Subjective Objective Assessment Plan that has been entered by a student | Visit Info |
| Add Diagnosis | Allows the user to add a new diagnosis to the episode | Visit Info |
| Edit Diagnosis | Allows the user to edit an existing diagnosis on the episode | Visit Info |
Verify Diagnoses | Grants the ability to Verify a diagnosis | Visit Info |
| Unapprove Diagnosis | Allows the user to remove a verification from a diagnosis | Visit Info |
| Delete Unapproved Diagnosis | Allows the user to remove a diagnosis that was not approved | Visit Info |
Order Management
These privileges allow the user to add items to the bill. The Pick List option is the most restrictive minimum privilege, and will allow the user to add items only from a pre-established list.
| Privilege | Definition | Screen |
|---|---|---|
| Go to Order Management | Allows the user to access the Order Management screen from the patient record | Visit Info |
| Go to Cashier Screen | Allows the user to access the Cashier Screen from the patient record | Visit Info |
| Go to Pick List | Allows the user to open a billing pick list from the patient record (minimum recommended access) | Visit Info |
| Add Open Order | Grants the ability to open an order for the episode | Visit Info |
| Set Bill Party | Grants the ability to change the bill party from the current designated to a different client | Visit Info, Patient Contacts |
| Create Estimate | Grants the ability to generate a formal estimate and include it on the patient record | Visit Info |
Prescriptions and Medications
These privileges allow users to request, approve, and modify prescriptions on the clinical side. Privileges on the pharmacy side are handled through Pharmacy Setup.
| Privilege | Definition | Screen / Tab |
|---|---|---|
| Add Rx | Grants the ability to add a new prescription to the patient outside of the current episode | Prescriptions |
| Add Episode Rx | Grants the ability to add a new prescription to the patient within the current episode | Visit Info, Prescriptions |
| Add Episode Medication | Grants the ability to add a new medication or OTC item to the patient within the current episode | Visit Info |
| Prescription Transfer | Grants the ability to transfer the prescription upon refill | Prescriptions |
| Fill Outside Prescriptions | Allows the user to fill an outside Rx from a different pharmacy | Fill Outside Rx screen |
| Create External Prescriptions | Allows the user the ability to generate a prescription for fill at a different pharmacy | Visit Info, Prescriptions |
| Edit Episode Medication | Allows the user to make changes to episode medication that was already entered | Visit Info |
| Edit/Print CDM Label | Allows the user to edit or print the label generated by an item added via CDM for client use | Visit Info, Prescriptions |
| Approve Rx | Allows the user to approve an Rx that was requested by a student | Prescriptions, Widgets |
| Edit Rx | Allows the user to edit an Rx that has not yet been approved | Prescriptions, Widgets |
| Prescription Approver | Allows the user to approve an Rx that was requested by a student (duplicate) | Prescriptions, Widgets |
| Prescription Approver non-DVM | Allows the user to approve an Rx requested by the student without being a DVM (e.g. pharmacists) | Prescriptions, Widgets |
| Prescription Refill | Allows the user to refill a prescription from the patient record | Prescriptions |
| Prescription Renewal | Allows the user to Copy Rx | Prescriptions |
Admin Privileges
These privileges are elevated and recommended only for users at the administrative level. These allow you to fix mistakes made on medical records, such as duplicate clients or episodes.
| Privilege | Description | Screen |
|---|---|---|
| Set Patient Record Status | Allows the user to change the status of the episode outside of the normal workflow | Visit Info (admin) |
| Merge Patient | Allows the user to merge two patients, if it is determined the patients are in fact the same animal | Patient Record Main menu |
| Merge Episode | Allows the user to merge two episodes if an episode was created by mistake | Visit Info (admin) |
| Edit Episode Header | Allows the user to access the Episode Header (required for other admin functions) | Visit Info (admin) |
| Edit Admitting DVM/Unit | Allows the user to edit the admitting DVM and the admitting unit via the episode header | Visit info (admin) |
| Edit Case No | Allows the user to change the patient on an episode | Admission Screen |
| Edit Document Created Time | Allows the user to modify the time of document creation outside of the normal workflow | ??? Unknown |
| Delete New Episode | Allows the user to delete an episode in New status only | Visit Info (Admin) |
| Admin Delete Episode | Allows the user to delete an episode, regardless of status. Warning: ALL DATA is destroyed in this Delete. | Visit Info (Admin) |
| Remove Episode Hold | Allows the user the ability to change an episode from Hold status back to New or Open. | Admission screen |
| Undo Episode No Show | Allows the user to change an episode that was marked as No Show back to New status. | Admission screen |
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