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Verification and Completion Requirements

Under VetView's Medical Records Management system, two things may be required for a Medical Record Group to be considered "sufficient":

  • If the Medical Record Group category is Required for the episode type, a document must be present
  • If the Medical Record Group requires Verification, or the Document added to the Medical Record Group requires Verification, then the document must also be verified

This setup occurs at the Episode Type setup level for the entire hospital.  

If you set the Medical Record Category to "Requires Verification" and then do not have any documents which can be verified for that category (for example the Billing category), this will result in permanent Deficient status for all episodes of that type.  When in doubt, it is better to set the category to Required, and then allow the document itself to drive the verification status, as it will automatically roll up into the category as soon as it is added.

How do I mark a document as Completed on a patient record?

Documents, Requests, and SOAPs on the Medical Record will show as Required with nothing in the category when it was set to Required status based on the episode type but not completed.

First you must add the missing document, request, or SOAP.

Add Missing Problem to SOAPs



How do I verify a document or SOAP on a patient record?

Once the missing portion of the medical record category has been added, you will then have the option to Approve.  Approval of SOAPs, TPRs, and Diagnosis is based on a privilege.  Users who have the privilege will get the option to click on the Verify button to signal that it has been added and completed.

Verify a SOAP

By right clicking the header of the category, you will get the option to Approve All.

Approve All on a SOAP

Documents that have been added but not yet verified will display a red X next to the document name.

Unverified Document


Clicking on the X or right clicking and choosing Verify from the menu on the header will open the Document Verification Window.

This window allows you to do a mass verification of all documents for which you have approval rights.

The person who will verify can be someone other than the logged in user, allowing for an "over the shoulder" verification on a student's laptop by a supervising clinician, after reviewing the documents on this screen.  This means that the clinician in charge of verification does not have to find their own laptop, log in, and perform the verification.  This should greatly speed up the review and approval process in preparation for discharging the episode.

Document Verification Window


After it has been verified, the red X next to the document name will change to a green check mark.

For this episode, the missing required SOAPs have been added and verified, and the missing verification on the Default Physical document has been added.

These documents are considered Completed in the medical record, and it will no longer be considered Deficient after the patient has been discharged.

Fully Approved Document


VetView Wiki

Most recent releases of VetView:  Version 4.2.5 Hotfix (Released 10/31/2024)

To see commonly used terms in VetView Hospital, please visit our Hospital Glossary of Terms.

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