Lab Portal Setup Tab
- Cathy Allison
Portal Setup Tab
The Lab Portal Setup Tab was moved to the Lab Setup screen as part of the version 2.1 API and portal improvements. (For earlier versions of this screen please see the older /wiki/spaces/AR/pages/557907974.)
Due to the nature of the version 2.1 Portal Catalog, a user must be granted individual access to a lab, and be viewing that lab's catalog, in order to request any tests from that lab. As such, each individual Lab can now have its own custom settings for the portal, or choose to opt out of having their catalog available to view on the portal entirely.
Portal Lab Options
This section enables the portable and determines which parts will be displayed after the user logs in to the lab via their account.
| Field | Description |
|---|---|
| Lab Portal Enabled | The lab is accessible to clients on the external portal. Clients can see their test results if they are associated with the lab. |
| Catalog Enabled | The lab's catalog is accessible to clients on the external portal. They can browse and search through tests on the catalog, and place orders for tests. |
| Lab Section Selector Enabled | The catalog will be split into Lab Sections. |
| Filter Out Selectable Sections | If the Section Selector is enabled, certain sections can be filtered out, such as internal research or administration catalog items. Enter in a comma separated list of the sections to disable. |
| Accession Search Columns | This selects the client types that will be displayed on the accession search screen in addition to the accession results. Up to two client types can be selected. |
| Accession Search Filter Enabled | Enter in a SQL query of accessions to show or hide from the Accession Search. Use this to block older accessions or research accounts. See the example query in the next section. Paste the entire query into this line. |
| Patient Search Filter | Enter in a SQL query of patients to show or hide from the Patient Search. Use this to block certain patients from being available on the Accession Search results. |
| Accounting View Option | Choice between Show Complete Accounting History (including payments, late fees, collections, etc.), or showing invoices only. |
Accession Search Filter Example
Below is an example of an SQL query from an Accession Filter used in an earlier version of VetView. You can work with your DBA to customize this query to filter out the accessions you don't want to be available on the Lab Portal.
# # To show the Labs Sections Filter on the Catalog Screen of the Portal # set grails.vetview.portal.show.section.filter=true # # To restrict which sections to show set # grails.vetview.portal.hide.sections=true # # To select which Lab Sections not to show set # grails.vetview.portal.hide.sectionsList=and section.id not in (1,22,0,2,78,3,7) # where (1,22,0,2,78,3,7) are the Labs Sections ID you want to hide - comma separated and wrapped in () # ######################################################################## grails.vetview.portal.show.section.filter=false grails.vetview.portal.hide.sections=false grails.vetview.portal.hide.sectionsList=and section.id not in ()
Portal Registration Instructions
This is a text block that will display on the main Lab Page when your portable has been enabled that direct your clients how to request access to the specific lab. Customize this with any important names, telephone numbers, or email addresses. Basic rich text formatting is available for organization and emphasis. (Further formatting is controlled via the CSS on your web portal domain. )
Lab Portal Email Options
These settings include the email address to and from that will be used for all emails associated with your lab, and the welcome email subject line and message for users who have been granted access to the lab.
External Payment Processor Form Properties
This section allows you to set the parameters for an external payment website. Contact your payment vendor for the details needed to have this configured correctly.
VetView Wiki
Most recent releases of VetView: Version 5.0.2 and 4.2.8 Hotfix (Released 12/20/2024)