Search

Searches for catalog items based on a keyword in the name or description. Results will i

Catalog Type

Displays options between Document, Request, and Internal Lab catalogs.

Unit

Displays a list of units within the hospital to act as a filter against Catalogs and Catalog items.

Category

Displays a list of the Medical Record Categories as created under the Hospital Setup screen. Each Catalog must be assigned a medical record category. Documents or requests from that category will appear in that section of the patient record.

Active/Inactive/Any

Filters catalogs and catalog items based on whether they are active in the system. Note: Older catalogs can be set as inactive, or “deleted” and merged with another catalog if they will no longer be used. Catalog Items can be set as inactive, or deleted at any time.

Add

Goes to a blank Catalog screen so you can add catalog details.

Edit

Opens the Catalog screen on a selected row to edit the catalog details. You can also edit a specific catalog by double clicking on that row.

Delete

Deletes the selected catalog. If a catalog still has catalog items associated with it, you will be asked to merge those catalog items to another catalog during the deletion process. Any extant catalog items associated with patient records will be moved to that catalog. If you don’t want to merge a catalog during deletion, you can set it as inactive instead.

Unit

The hospital unit to which this catalog will belong. This acts as a filter for Documents, and indicates which unit Request catalogs will be sent to.

Label

The name of the Catalog as you want it to appear in all menus.

Description

Additional details regarding the Catalog, if needed.

Type

Choose between Documents, Requests, and Internal Labs.

Active Flag

Indicates that this Catalog is active and available to choose from on the Patient Record and PA Screen.

Updated Time

The last time this catalog was updated.

Updated By

The last user who updated this catalog.

Lab Site (Internal Lab Only)

For Internal Lab requests, you must select a lab to send the request to.

Lab Clients (Internal Lab Only)

For internal Lab requests, you must select a Lab Client that belongs to that lab to have as the reporting Clinic. To have a new hospital client account set up, contact that Lab.

Specimen Exists (Request only)

Requests should include a specimen when this box is checked. For example, blood or fecal samples, or tissue for a biopsy, or a whole body for necropsies.

Send to Interface (Request Only)

This request will be sent to an external machine, such as a radiology machine. Additional setup is required both on this request and also under the Job and Interface Setup for these machines.

Display URL

For Interface requests, this is the URL that will display in VetView based on manufacturer’s requirements.

Portal URL

For Interface requests, this is the URL that will be accessible from the external client portal to view the results of the request.

Priority Flag

This opens up the Priority option on the request - ASAP, Stat, etc.

Workflow Options

Requests can have additional statuses, such as Performed, Transcribed, etc. This flag turns on the additional workflow options for the request. These are optional.

Add Button

Opens up the Add/Edit charges window to link a product to this catalog item.

Edit Button

Opens the Add/Edit charges window to modify an existing charge.

Delete Button

Removes the link between this catalog and a product.

Product Selection

In the Add/Edit product window, allows you to search for a product by line, sequences, or description.

Quantity

The quantity of this product that will be added to the patient’s bill.

Auto Bill

When this flag is checked, the charges will be added automatically when the product is added to the bill. If this flag is not checked, then the charges are associated with the product, but won’t be added until

Add

Opens up a blank Catalog Item screen.

Edit

Opens up the Catalog Item screen for the selected item.

Delete

Opens up a Delete/Merge dialog box for the selected catalog item. If a catalog item was never used on a patient record, it can be deleted. Otherwise, you will need to merge it with an existing catalog item to avoid breaking the links between Catalog Items and patients.

Note: If you only want to prevent the Catalog item from being used going forward, it is better to set it as Inactive to preserve the historical data.

Label

The name of the Document, Request, or Internal Lab item as it will appear within VetView.

Description

A more detailed description of the Catalog Item, if needed.

Catalog

The Catalog that this item belongs to. This can be changed, but will alter the rest of the parameters. It may be better to duplicate the Catalog Item first if you want to move it to a new catalog to avoid losing data.

Catalog Type

Indicates whether the Catalog that this item belongs to is a Document, Request, or Internal Lab.

Unit

Displays the unit that this Catalog belongs to.

Medical Record Group

Allows you to select where this Document, Request, or Internal Lab appears on the Patient Record. Medical Record Groups are managed under Hospital Setup.

Report Override

Indicates that this catalog item should have a special report template associated with it, instead of the VetView default. Leave this blank unless you have already created a special purpose report.

Active Flag

This checkbox controls whether the Catalog Item is visible in the rest of the system to add to patient records. If this flag is turned off, all historical versions of the document will remain intact, but the Catalog Item is no longer available to add.

Requires Verification

This checkbox indicates that the Document or Request must be verified before it can be released to a Client or RDVM. (This option does not apply to Internal Labs, whose results go through a separate Finalization process.)

Spay/Neuter Patient

This checkbox indicates that if the document or request is added to a patient record, the patient will have been spayed or neutered by the time the episode is Discharged. This will trigger the patient’s Sex to change according to the Sex Setup settings. (For example, a male animal will change to male neutered automatically.)

Display Time

This displays the time that the document, request, or internal lab was added on the header on the patient record.

Due Dates (child of Display Time)

If this flag is checked, the document can have a due date set. This is recommended for student documents such as SOAPs, or for any document or request that should be completed within a certain time frame of being added. Note that these due dates are separate from the MAR prescription deadlines, which are handled in their own system.

Show “Draft” Watermark until:

Since Documents do not have as tight a workflow as Requests, the document may become available on the patient portal immediately, or sent out to RDVMs as a preliminary report. This gives you the option to show a “draft” notice on the document until an additional step is taken, such as verification or discharge.

Separate Request

Item Can be pre-ordered

DVM Required to order

Approval Required to Order

Add Charges to Client Bill When:

Update Lab Question

This option will automatically pull in the Lab Questions that were created by the VetView Lab for this Catalog Item, even if they change in the future.

Charges for Lab Tests Set By:

This allows you to choose how the Lab Charge for this Hospital item will be defined. If your Hospital charges a single flat fee for the test, you can have it set by the Hospital Catalog (static) and then add the charge on the Charges section. Or you can have the fees automatically added by the Lab Charge on the VetView lab side, to capture any price changes from the labs automatically.

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