Product Info screen

Owned by Rick Eggleston (Unlicensed)
Last updated: Apr 21, 2022
2 min read

Overview

  • Provides the ability to add, edit, duplicate, and inactivate Products and Services.

    • Product Line, Sequence Number, and Name
    • Product Type
    • Product Category
    • Service Unit
    • Product Setup Options
  • View the Inventory & Product Change Log.
  • View Alerts.
    • Product Alerts
    • Vendor Alerts
    • Vendor Product Alerts
  • Provides access to:
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Product Details tab

  • Provides access to:
    • Pricing Setup subtab
    • Default Setup subtab
    • Alternate ID Setup subtab

Pricing Setup subtab

  • Provides the ability to edit Product Pricing.
    • Product Pricing
    • Price Calculator
    • Product Tax Category
    • Service Fees & Add Ons

Default Setup subtab

  • Provides the ability to edit Product Defaults.
    • Product Defaults:
      • Sales, Stock, and Order Units of Measure
      • Sales-to-Stock and Stock-to-Order Ratios
      • Reorder Quantities
      • Product Aggregation Tolerance
    • Inventory Area Product Defaults:
      • Destination Inventory Area
      • Reorder Quantities
      • Default Source Inventory Area
      • Unit Aggregation Tolerance
      • Default Destination Inventory Location
    • Default Vendor's Product Info:
      • Product Catalog Number
      • Product Name
      • Manufacturer
      • Sales, Stock, and Order Unit Price
      • Stock and Order Units of Measure
      • Sales-to-Stock and Stock-to-Order Ratios
      • Comments
    • Prior Two Purchase Orders

Alternate ID Setup subtab

  • Provides the ability to edit Synonyms and Alternate IDs for Products and Services.
    • Synonym Definitions
    • Alternate ID Definitions

ASAQ Information tab

  • Provides the ability to view and edit the ASAQ product options.

    • For this tab to appear, the 'ASAQ Eligible' option must be selected on the 'Product Info' screen.
    • Apply to Limits - When the product or service is purchased, if it qualifies as an ASAQ product or service, the ASAQ credit amount will be subtracted from the client's and hospital's annual ASAQ Limit.
    • Don't Report to ASAQ - When the product or service is purchased, if it qualifies as an ASAQ product or service, the ASAQ debit amount will not be submitted to ASAQ for reimbursement.  An ASAQ credit will be automatically posted to the ASAQ Payor account that is associated via the Product Category that is assigned to the product or service.
    • Percent Paid - When the product or service is purchased, if it qualifies as an ASAQ product or service, the ASAQ credit amount will be calculated as a percentage of the product or service Invoice Price.

Inventory tab

  • Provides access to:
    • Inventory subtab
      • Location View subtab
      • Inventory View subtab
    • Vendors subtab

Inventory subtab

  • Provides access to:
    • Location View subtab
    • Inventory View subtab

Location View subtab

Unable to render excerpt. Already included page Location View subtab.

Inventory View subtab

Unable to render excerpt. Already included page Inventory View subtab.

Vendors subtab

  • Provides the ability to view, and edit, Vendors associated with the Product, as well as the attributes common to the Vendor and Product.

Package tab

  • Provides the ability to view the Package Prices, set the Package Adjustments, and print the Billing Package report.

    • Time of Service Package Price - The sales price of the Time of Service Package.
    • Prepaid Package Price - The sales price of the Prepaid Package.
    • Total Package Price - The sales price of the entire Billing Package, including the 'Unallocated Funds' amount.
    • Unallocated Funds - The difference between the Total Package Price, minus the Time of Service and Prepaid Package prices.
    • Package Adjustments - The credit and debit adjustments that will be used to post the package adjustments created when the order is closed.
    • Billing Package report - A report, that can be viewed and printed, that shows the configuration of the current Billing Package.
  • Provides access to:
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About Billing Packages

  • This page provides an overview of the Billing Package products with a video and PowerPoint slide presentation that demonstrate the features and functionality provided on the Product Setup → Package tab.
    • Limited lifespan - Packages have an expiration date.
    • Package Items - The products and services that are included in the package, or offered at a discount.
    • Package Groups - A group of products and services, that are similar in function or purpose, can be grouped such that the products are interchangable, and mutually exclusive.
    • Group Equivalency - Products within a group can be used interchangeably.  The group has a maximum quantity, and package price.  The items in the group have an equivalency factor used to determine the maximum quantity for each item in the group.
    • Discount Price or Discount Rate - The package price is determined by either a discount rate, or discount price, for each package item; or, for the entire package.
    • Package Liability - The sum of the prepaid prices of the Time of Service, and Prepaid, Package Items that haven't been used before the package expires.
    • Types of Billing Packages:
      • Time of Service
        • Expiration date is determined by the discharge date.
        • May have 'Initial Quantities' that are added to the bill when the package is added.
        • Products, or groups of products, are explicitly included in the package.
        • Products, or groups of products, are prepaid, so they represent a liability.
      • Prepaid
        • Expiration date is determined by adding the 'Expiration Days' to the date when the package was added to the order.
        • Products, or groups of products, are explicitly included in the package.
        • Products, or groups of products, are prepaid, so they represent a liability.
      • Discount
        • Expiration date is determined by adding the 'Expiration Days' to the date of purchase.
        • Products within an entire product line, or individual products are offered at a discount to clients who purchase the Billing Package.
        • Products are not prepaid, so the Discount Package does not represent a liability.

Time of Service subtab

  • Provides the ability to view, create, and edit Time of Service Packages.

Prepaid subtab

  • Provides the ability to view, create, and edit Prepaid Packages.

Discounts subtab

  • Provides the ability to view, create, and edit Discount Packages.

Package Item Substitution subtab

  • Provides the ability to replace Billing Package Items with new Products across existing Billing Package definitions, and Liability.

Disclosures subtab

  • Provides the ability to view, edit, add, and inactivate Billing Package Disclosures as attachments to the 'Billing Package' report.

Billing Package report

  • Provides the ability to view and print the Billing Package definition from the Product Info screen, Order Details screen, or Patient Record (refer to the 'Navigation' section below).

    • When displayed from the 'Product Info' screen → 'Package' tab, the report will display the details of the package setup.
    • When displayed from the 'Order Details' screen, the report will display the details of the package that was sold.
    • When displayed from the 'Patient Record' screen → 'Patient Packages' tab, the report will display the package that was sold, and the quantities Used, Expired, Cancelled, and Available.
    • Review the 'Package tab' wiki page for details about the contents of the report.

Multi-Item tab

  • Provides the ability to view, add, edit, and delete, Component Products to a Multi-Item Product.
    • Pricing Type
      • Set
      • Select
      • Sum
    • Packaging Type
      • Items are not separable
      • Items can be reused
      • Items are expendable

Component Of tab

Provides access to: 

Catalogs subtab

  • Provides the ability to view a list of Catalogs associated with a selected Product.

Catalog Items subtab

  • Provides the ability to view a list of Catalog Items associated with a selected Product.

Discount Packages subtab

  • Provides the ability to view a list of Discount Packages that contain a selected Product.

Multi-Item Products subtab

  • Provides the ability to view a list of Multi-Item Products that contain a selected Product.

Picklists subtab

  • Provides the ability to view a list of Picklists that contain a selected Product.

Prepaid Packages subtab

  • Provides the ability to view a list of Prepaid Packages that contain a selected Product.

Price Set Discounts subtab

  • Provides the ability to view a list of Price Set Discounts that contain a selected Product.

Procedures subtab

  • Provides the ability to view a list of Procedures associated with a selected Product.

Service Fees & Add-Ons subtab

  • Provides the ability to view a list of Products that contain a selected Product as Service Fees / Add-Ons.

Time of Service Packages subtab

  • Provides the ability to view a list of Time of Service Packages that contain a selected Product.

Prescription Setup tab

  • For the selected Prescription Product, provides access to:
    • Drug Profiles
    • Draft Terms Setup
    • Generics
    • Generic Information
    • Auxiliary Labels and Information Sheets
    • Interactions & Warnings

Drug Profiles subtab

  • Provides the ability to view, add, and edit, Drug Profiles for a Pharmacy Product.
    • Drug Profiles - Multiple drug profiles can be created for a pharmacy product.  Profiles are accessed on the 'Prescription Fill' screen.
      • Drug Profile Name
      • Species
      • Draft Instructions
      • Dose Calculator
      • Refills
      • Withdrawal
      • Diagnosis

Draft Terms Setup subtab

  • Provides the ability to view, add, and edit, Draft Terms for a Pharmacy Product.
    • Prescription Request Defaults and Filters
      • Verb
      • Unit
      • Frequency
      • Route
      • Duration

Generic subtab

  • Provides the ability to view, add, and edit, the Generic Products associated with a Pharmacy Product.
    • Other drugs related to generic - View other drugs related to the selected generic.

Generic Info subtab

  • Provides the ability to view Generic Info for a Pharmacy Product.
    • Interactions and Warnings
    • Auxiliary Labels
    • Drug Information Sheets

Auxiliary subtab

  • Provides the ability to view, add, and delete, Auxiliary Labels, and Drug Information Sheets, for a Pharmacy Product.
    • Auxiliary Labels
    • Drug Information Sheets

Product Interactions & Warnings subtab

  • Provides the ability to view, add, and delete Drug Interactions & Warnings for Pharmacy Products.
    • Generic (Species / Breed Interactions
    • Weight (Species / Breed) Interactions
    • Age (Species / Breed) Interactions
    • Patient Alert Related Interactions
    • Product Interactions
    • Generic Interactions
    • Diagnosis Interactions
    • Custom Interactions

Product Interactions & Warnings report

Unable to render excerpt. Already included page Product Interactions & Warnings report.

Control Drug Machine Setup tab

  • Provides the ability to view, and edit, the Control Drug Machine settings for the selected Product.
    • CDM Information:
      • CDM Product Code
      • Enable Price Override
      • Override Product Pricing
      • Bill Transactions
      • Generate Prescription or Medical Record
      • Default Instructions
      • Default Comments
    • Price Calculator
    • Service Fees & Add-Ons

Product Comments & Alerts tab

  • Provides the ability to view, add, edit, and print Comments & Alerts for a Product.

Product Comments & Alerts report

  • Provides the ability to print the Product Comments & Alerts.

Medical Record Options tab

  • Provides the ability to view, and edit, the Medical Record Options for Products.
    • Control Drug Machine and Billing Options - Generates an entry in the patient record, in the 'Medication' section, when the product is billed; either manually, or by a control drug machine.
      • Antiparasitic
      • Euthanasia
      • Medication
      • Over the Counter
      • Vaccine
    • Census Billing Options - Creates a board charge in the Patient Census.
    • Patient Options.
      • Spay / Neuter Patient
    • Procedure Coding

Product & Procedure report

  • Provides the ability to view and print Procedures that have been associated with the current Product.

Change Log tab

  • Provides the ability to view changes made to all aspects of the definition of Products and Services.

Navigation

  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

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  2. Select the 'Product Setup' hyperlink.

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  3. Search for a product or service.

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  4. Select the product and click the 'Edit' button; or, click on the 'Product Name' hyperlink.

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  5. View the 'Product Infor' screen.

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The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.

VetView Wiki

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

This page may contain functionality not found in the current version of VetView.

 Table of Contents...
Contents

Screen

This is the Product Info screen.

Mockups

Following is a list of mockups for this screen:

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Specs

Fields and Controls

The following table lists all of the fields and controls found on this screen.  The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Privileges

The following table lists the privileges associated with this screen.  The privileges are grouped by the application (Labs, Hospital, or Both), and Section within the list of privileges to which they belong.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Definitions

How To...

Create a new Product

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  1.  Click here to expand...


Planned Improvements

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Bugs


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Open Issues


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