How do I add other contacts to a PA?
- Cathy Allison
How do I add other contacts to a PA?
Video Demo: How to Add Contacts Prior to Patient Admission
If you need to add a spouse, pre-purchaser, leasee, hauler, trainer, or anyone else to the admission as a contact, you can do so even before they ever get to the hospital by using the contacts tab on the admission screen.
How do I add additional contacts?
If a client is already in the system (such as other RDVMs/Clinics) you can add them by looking them up via the Additional Contacts list.
Each contact also has a right click menu available, that will allow you to turn on and off the settings.
Set as Bill Party: This feature lets you change the bill party for the episode. This can be especially helpful for research accounts, or for cases where insurance is covering the cost of a visit. At least one client must be the Bill Party at all times, so there is no option to remove the bill party, only set a new one.
Add/Remove Owner Communication Flag: For a patient that has multiple owners, you can turn on and off any owner communications that are sent via the Communication Log. Multiple owners can receive this information when appropriate.
Add/Remove Medical Record Communication Flag: For a patient with multiple RDVMs or clinics, you can add a release of any medical record communications, or remove them when appropriate.
Add/Remove Release of Information Flag: Allows you to grant a release of information to an owner, RDVM, or clinic as appropriate.
Delete Contact: Clicking on the red X next a contact name, or via the right click menu, will delete an additional contact from the record.
How do I know what settings to change for a contact?
By default, VetView will assign your Primary Owner the release of information and Owner communications flag. The system will assign your primary RDVM and clinic the medical records communications flag, and also release of information.
Any additional contacts will have these settings turned off by default, but they can be turned on manually if needed. Follow your hospital's policy for when it is appropriate to add these settings, or to remove them from previous clients when a patient's ownership has been transferred.
VetView Wiki Most recent releases of VetView: Version 5.0.4 (Released 3/10/2025) and 4.2.10 Hotfix (2/28/2025)
To see commonly used terms in VetView Hospital, please visit our Hospital Glossary of Terms.