Lab Portal Setup Tab (3.1)
- Cathy Allison
Lab Portal Setup Tab in VetView 3.1
In version 3.1 of VetView, the Labs Portal and Hospital Portal setup has been split.
This change will allow you to maintain a separate login for your hospital clients and your lab clients, and manage them independently. It will also allow your hospital and your labs to maintain separate branding on the portal.
(For Portal Setup for versions 2.0 and earlier, please see the old/wiki/spaces/AR/pages/557907974 For port setup for versions 2.1, 2.2, and 3.0, please see Portal Setup Tab 2.1 instead.)
All of Lab Portal Setup can now be found under Lab Setup > Portal Setup. Portal Setup has been removed from Common Setup.
Because of this change, each lab in your VetView system will have its own portal. You can have unique branding and a unique Home page for each lab. Previously, each lab had a unique section within the portal, but you were forced to share the header image, branding, color scheme, etc. with all other labs and any hospitals in your system that also used the portal. Now each one can be different.
Clients are now managed on a per lab basis.
General Portal Settings
The General tab contains the configuration for your lab portal. The URL where it will reside may need to be coordinated with your institute's technology team.
| Field | Description |
|---|---|
| Lab Portal Enabled: | This flag turns your Lab Portal on. The portal is an optional feature that allows clients to access accessions and results that you have made available. |
| Portal URL: | The website address where your portal can be accessed. This URL should be coordinated with your institution's IT department and should be available outside of your firewall / VPN. |
| Header File Path: | A file location on your VetView server where the header files and images are stored. |
| Header File: | The specific file in the Header File Path that will display as the Portal header. This should be an HTML file that is customized with your organization's branding. Additional customization of the look and feel of your portal can be done using the ZK Configuration file. |
| Navigation Bar Option (Home) Label: | The label that will appear on the optional Home tab for your portal's navigation bar. This can be an "About Us" page or your institute's primary home page. |
| URL: | The specific link that the Home option should go to. |
| Search Filters - Client Types: | Displays the Client Type options that should be included in the search filters at the top of the lab screen. The standard options would be the name that an accession was billed to, or the name of the business / farm that requested the accession. However, since labs can also support owners directly, RDVMs, clinics, hospitals, other labs, etc, you can customize these on a per lab basis. |
| Accession Search Filter Enabled: | When this feature is turned on, certain results on accession search are suppressed. This filter expression should use a series of numbers, comma separated, if you want to hide columns from being displayed. |
| Patient Filter Enabled: | When this feature is turned on, certain results from the patient search are suppressed. This filter expression should also used a series of numbers, comma separated, to hide this information. |
Registration Subtab
This section is where you can customize the Registration screen on your portal for new members.
Replace the email addresses with one that can be monitored by your staff members in charge of member registration.
| Field | Description |
|---|---|
| Enable Self Registration | You have the option of allowing your clients to request registration from your portal. If you want more control over which users can have access, you can disable this option and instruct your clients to contact a telephone number to request access. |
| Registration Instructions | The specific instructions to request access. You can tailor these to the specific process you want your clients to use. This field supports rich text for bullet points and other formatting. |
| New Registration Notification To: | If a user requests notification via email, this is the address that the email request will be sent to. |
| New Registration Email From: | The email address that will display in the email sent to new registrants. This may be different from the inbox used for New Registration Notification To, if you want to have a specific user monitoring these emails or a dedicated email address separate from your hospital's general email. |
| Registration Email Subject: | The email subject line that will appear in the message sent to clients requesting access to your client portal. |
| Registration Email Body: | The body of the email that will be sent to clients requesting access. This field supports Rich Text and also allows you to pull in placeholder data to refer to the client by name or business name. |
Communication Subtab
This subtab contains the settings for email communications sent to your clients after registration request has been completed.
| Field | Description |
|---|---|
| Welcome Email From: | The email address that a welcome email for new clients will appear to be from. This can be a specific inbox address, or your hospital's more general email address. This email address will also be used for the Reset Password and Forgot username email from fields. |
| Welcome Email Subject: | The subject line of the welcome email that will be sent to your clients. |
| Welcome Email Body: | The body of the welcome email that will be sent to your clients. This field supports both rich text for formatting, and placeholders to pull in client data for personalization. |
| Reset Password Subject: | The subject line of the email that will be sent to your clients if they request a password reset. |
| Reset Password Body: | The body of the email that will be sent to your clients if they request a password reset. This can either be instructions asking them to contact your office for a manual reset, or an auto generated password sent using the placeholder, with instructions to log in and change it if desired. |
| Forgot Username Subject: | The subject line of the email that will be sent to your clients if they have forgotten the username they need to log in to the portal. |
| Forgot Username Body: | The body of the email that will be sent to your clients if they have forgotten their username. This can either be instructions asking them to contact your office for further assistance, or include a placeholder for the username associated with the email address. |
Catalog Subtab
This subtab controls how the Catalog tab will display all the available tests that your clients can order. You can set the order, determine whether a logged in user can sort by it, and choose which column is associated with the letter sort navigation at the top of the Labs Catalog.
This tab was previously located under Lab Setup > Catalog Description Setup in Navigation. It was moved here since it is only relevant to your Labs Portal.
At least one Sort and Letter must be selected
The Letter indicates which column will be associated with the letter selection at the top of the screen. This should ideally be the Test Name or Test column. The Sort flag indicates the default sort for the Catalog screen. At least one column must have each of these flags for your Catalog to display correctly.
| Field | Description |
|---|---|
| Item Name | The name of the column that should display on the Catalog. This name should match the name that is set for each item under Catalog Setup > Search Entries. |
| Display Type | Choice between a List of the items, a Summary of the list of the items, or Both. |
| Value Type | Choice between a "custom" field (pulled in from the Search Entries on the Catalog Item that match it), or a fixed value list. For example, the In State Price is a value list of the type Price Set, and then you select which price set you want to display. Thus, the column labeled In State Price will show the price for that catalog item if you are within the state. Other fixed value lists include the Performing Lab, the Section, the Test Code, the Workstation, and the Specimen Filter. |
| Price Set | For Value Types of Price Set, which price set should display under that label. Not applicable to any other value types. |
| Exclude | Hides this column from the catalog display for your lab only. The information will still be pulled in and displayed on the individual catalog items when viewed, but won't be included as a column on the Catalog tab. |
| Letter | Links this column with the Letter navigation displayed on the top of the Catalog page in the Lab Portal. |
| Sort | Allows the user to sort by this column on the Catalog page in the Lab Portal. |
Accounting Subtab
This subtab is where you can set up the information needed to include a third party payment processor within your portal, such as Touchnet.
You can also show or hide the accounting history, or show or hide the payment form itself. If your clients cannot make payments on your portal, then the Show Payment form should be disabled.
| Field | Description |
|---|---|
| Enable Accounting | Turns on the Accounting option on the lab. This can be disabled entirely if you do not want your clients to view invoices or make payments on the portal, only view the catalog or requests tests. |
| Show Accounting History: | Enables the accounting history section for your client in the portal. If you do not want your clients to have access to their accounting history, this can be disabled. |
| Show Payment Form on Accounting Screen: | Enables the payment form for your clients on the portal. If you do not want your clients to be able to pay online, this can be disabled. You must have a third party payment processor, such as Touchnet, already set up for this feature to work. |
| External Payment Processor Form Properties: | The technical fields needed to enable the embedded third party payment link. Contact your third party payor to confirm what each of these fields should be. The VetView API will pass through the information with each of these labels in an electronic message to the third party site. |
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.