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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.

Catalog Search Tab

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Catalog Item Search

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Fields

Catalogs By Unit

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Fields

Add New Catalog

Catalog Properties

Fields

Catalog Item List

Fields

Add New Catalog Item

Catalog Item Properties

Fields

Request Form Setup Panel (Requests Only)

Fields

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

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.

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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.

image-20250114-221037.png

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.

image-20250114-221221.png

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)

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