Client

Lab Client Privileges

Privilege	Description	Screen /Tab
Client	Grants root access to the Labs client screens. Without this privilege, the Client Search Screen button does not appear on Navigation or the header.	Navigation
Modify Client	Allows the user to make changes to the Client Details tab, and save it.	Client Tab
Modify Billing	Allows the user to make changes to the Billing tab, and save it.	Client Tab
A/R Client	Allows the user to see the A/R History tab under the Client.	Accounting Tab
Access Client	Allows the user to open a client account from the Client List on the Client Search Screen. Without this privilege, a user can search for client accounts but cannot open them.	Client Search Screen
Create Client Payments	Allows the user to record a payment directly on the Client screen.	Accounting Tab
Submit Online Payments	Displays the Touchnet Payment button on the client screen to open up the payment in another window.	Accounting Tab
Current Charges Tab	Allows access to the Current Charges tab.	Current Charges tab
Create Client Invoices	Displays the Create Invoice button and allows the user to generate an invoice for this client.	Current Charges tab
Edit Client Charges	Allows the user to directly modify a client's charges and add Misc charges.	Current Charges, Misc Charges
View Client Documents	Grants access to the Client Documents tab.	Document(s)
Add Client Documents	Displays the Attach Documents button.	Document(s)
Delete Client Documents	Allows the user to delete a previously attached document from the client record.	Document(t)

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Most recent releases of VetView: Version 5.0.2 and 4.2.8 Hotfix (Released 12/20/2024)