How do I add an RDVM and Clinic?

How do I add an RDVM and Clinic?

How do I add an RDVM?

On the RDVM card, click on the green plus sign to load your list of existing RDVMs or to enter a new one.

Like the Patient and Owner cards, a search form will load.   The RDVM lookup screen also includes a special list of results on the left, that contains any RDVMs that were previously linked to the client if they had other patients who visited before.

Once an RDVM has been added, either by double clicking the links on the left or the right or by clicking on Save, the RDVM card will appear.

Other Icons on the RDVM Card

Info Dot: Contains any additional details about the RDVM that are not visible on the main card

Edit (pencil icon):  Opens up the address window to adjust the address, phone, fax, and email for the RDVM.

Delete (red X):  Deletes this RDVM and allows you to add a different one.

Add Alert (black exclamation point inside a triangle): Allows you to add a client alert to the RDVM.  

Medical Contact (orange comment balloon): Indicates that the RDVM is considered the point of contact for medical questions

Release of Information (envelope icon):  Indicates that the RDVM will receive all RDVM reports that are sent via the Communication Log

Primary RDVM (gray person with a tie):  Indicates that the RDVM is considered the primary for this client

Switch RDVMs (brown and gray cards):  Allows you to switch to a different RDVM for this episode.  For patients with multiple RDVMs, the primary for each episode may be different depending on how they were referred to your clinic.

How do I know which RDVM is the primary?

Video Demo: Indicating that the Referring Veterinarian is also the Primary Veterinarian for the Patient

For patients who were referred to your hospital by multiple veterinarians, you will need to follow your hospital's policy to determine the primary RDVM. 

For example, if a patient has a regular small practice clinic for annual visits, but the Main Reason happened during the weekend and the client initially went to an emergency clinic, then both the original small practice clinic veterinarian and the emergency clinic veterinarian could be considered RDVMs. 

You can add both veterinarians and clinics, and grant a release of information for RDVM information to both.  Always follow your hospital's policy when you are in doubt!

What is the difference between an RDVM and a Clinic?

For practices that have multiple DVMs, the clinic will be the business that each RDVM works at.  For example, a Banfield location may have several DVMs on staff.  By adding both an RDVM and a Clinic to a patient, you will automatically build an association between that RDVM and the clinic for any future patients. 

How do I add a Clinic?

If a clinic did not automatically load with the selected RDVM, you can add it like any other client by clicking the plus sign on the Clinic card.

Note that the Practice Owner may be different from the RDVM, depending on the clinic and the case.  To add a new clinic, you will only need a Business name and Address.

Once saved, the Clinic card will appear with the business name visible.

Other Icons on the Clinic Card

Info Dot: Contains any additional details about the Clinic that are not visible on the main card

Edit (pencil icon):  Opens up the address window to adjust the address, phone, fax, and email for the Clinic

Delete (red X):  Deletes this Clinic and allows you to add a different one.

Add Alert (black exclamation point inside a triangle): Allows you to add a client alert to the Clinic

Medical Contact (orange comment balloon): Indicates that the Clinic is considered the point of contact for medical questions

Release of Information (envelope icon):  Indicates that the Clinic will receive all RDVM reports that are sent via the Communication Log

Primary Clinic (building icon):  Indicates that the Clinic is considered the primary for this client

Switch Clinics (brown and gray cards):  Allows you to switch to a different Clinics for this episode.  For patients with multiple Clinics, the primary for each episode may be different depending on how they were referred to your hospital.

VetView Wiki

Most recent releases of VetView:  Version 4.1.3 Hotfix (Released 2/16/2024)

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

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