How to Prepare an Accession using the Quick App (4.1)
This screen was created for VetView version 4.1.1 which has not yet been released. This page was written on 9/22/2023.
- 1 What is the Quick App?
- 2 How do I customize my buttons in the Settings?
- 3 How do I build a new accession?
- 4 How do I view my batches?
What is the Quick App?
For labs that utilize a separate Accession Receiving room that prioritizes keeping clean specimens separated from paperwork intended for data entry, the Quick App is a light weight API add-on that can be used on a touch screen tablet or thin client to create a basic accession and specimen labels, sort them into batches, and allow Accession Receiving to move the batches in bulk to their designated section locations.
Accessions created in the Quick App must have additional data entry performed, such as adding the bill party and updating the patient demographics, before the Accession can be released in VetView.
How do I customize my buttons in the Settings?
The Quick App is built to save your most frequently used species, specimens, catalog items, and destinations on a per workstation (IP address) basis. These settings persist across users at the same workstation as long as the IP address remains the same.
If your workstations are using DHCP instead of a permanent IP address, contact your network administrator for assistance in setting up a fixed IP address on the network for any workstation that will use the quick app.
How do I add new buttons?
Click on the Settings button at the top to open the settings window.
The Settings window will load.
To add a button for a species, search for the species in the drop down menu, and click on the plus sign. It will be added to the list.
The same method can be used to add new specimens, new catalog items, and new Destinations.
These lists are controlled by the main VetView application. If you do not see a species, specimen, test, or Destination that you believe should be available, contact your lab administrator to have them added to the main VetView system.
How do I link catalog items to species, specimens, and destinations automatically?
Once a Catalog item is added to the Quick App, you can add an optional auto link to specimen and species.
This is useful for standard tests that your lab runs in bulk, such as an ELISA Coggins test exclusive to horses that will always be sent to the same lab workstation.
Once these are linked, then you can simply click/tap the Catalog item button, and all of the linked options will automatically be selected.
How do I remove buttons that will no longer be used?
If your specific workstation is changing and you will no longer process requests for certain species, specimens, or tests, you can remove them from your Quick Links by opening the settings and deleting them from the list. (You can always add them back again later if it turns out you still needed them.)
Click on the red X to clear them, and then click on the Save button at the bottom of the window.
This is also helpful if the Lab itself modifies the settings, such as changing test methods and thus the underlying Catalog items, modifying the Specimen Locations that drive Destinations, or adjusting the Specimen names within the system.
How do I manage my automatic printing options?
If your workstation has a local label or report printer, you can link these in the Settings. You can also tell the Quick App to automatically print a certain number of Accession or Specimen labels when an Accession is Saved.
The default Label printer will be used to print accession and specimen labels, and the default Report printer will be used to print the Batch Reports.
You can also tell the Quick App to automatically print a certain number of Accession or Specimen labels when an Accession is Saved.
How do I build a new accession?
The Quick App is designed to build the accession with the minimum amount of information - species, specimen, Catalog item, and Destination.
To create an accession, simply select each of the buttons for the specimen you are processing in Accession receiving. After you select the Destination, the Accession tree will display your the Accession tree will display your options.
How do I add additional patients, specimens, or tests to the accession?
If you have an accession request with multiple patients, specimens, or tests, you can click on the “Add Additional” button under the Accession tree to include the additional options.
The buttons on the selection area will reset, and allow you to add the new information.
For example, if you have a client who submitted 3 horse specimens for Coggins on a single accession, you can click on Add Patient, then click on the Coggins shortcut to automatically add a new patient, specimen, and test.
If you have an RDVM who submitted multiple specimens for a single patient, you can add the first patient, specimen, and test, then click on Add Specimen to include the next specimen and test. For example, a canine patient that needs a CBC and a urine culture can be added as a single patient with multiple specimens and tests.
You can also run multiple tests on a single specimen, so the Quick App will allow you to link those tests to one specimen without splitting them in the Accession tree. (Note: If your specimen will require additional processing and change specimen types within that processing, we recommend splitting the specimen into a child specimen within the Main App.)
How can I access species, specimens, or catalog items that don’t have a shortcut button?
If you have a less common patient such as an exotic, you can click on the “Other” button below the shortcuts to pull of the full list of species your lab supports.
This also applies to specimens, to catalog items, and to Destinations.
How do I make changes to the accession after I build the tree?
If you select an incorrect option during the course of creating an accession, simply click on the red X next to the wrong line item to remove it, and then start over.
You can also reset entirely by clicking on the Reset button.
How do I add attachments?
The Quick App is designed to take a camera picture of the paper request form that was submitted with the specimen. This allows your data entry team to see the document exactly as it was submitted to complete the processing of the accession.
Click on the Camera button to access your device’s web cam and take an image of the Request form. This will automatically attach it to the accession. (Your device must have a camera for this option to be available. You may need to give permission to VetView to access the device’s camera the first time you use it.)
A small window will open that lets you Capture Image and preview what will be attached. You can take and attach as many images as you need to.
Click on the Close Preview button to return to the main Quick App screen. The attachments will appear in the space below the Camera button.
How do I Save the Accession?
Once you have finished building the Accession tree with all your patients, specimens, and tests, click on the Save button to formally create the Accession.
The accession number will appear in the top of the screen (available as a link to the main VetView application.)
If you have Auto Print for specimen labels or accession labels in your settings, it is at this point that the labels will print so you can label your specimens.
Specimens will automatically be added into the batch staging area based on the selected Destination once you have Saved as well.
How do I print my Accession and Specimen labels?
If you have Auto Print settings, then once the Accession is Saved, the labels will automatically print the number you had set.
You can also manually print additional Accession and Specimen labels by clicking on the Print buttons.
If needed, you can change to any other Label printer saved in your VetView Lab by selecting it from the list on the Quick App main screen. This will not change your saved Defaults.
If you have Preview selection instead of a printer, it will save the reports automatically to your system.
How do I start the next accession?
If you are finished adding attachments and printing labels for the current accession, click on the Next Accession button to clear the screen and start with a new accession.
How do I view my batches?
If you have finished processing a set of incoming accession specimens or you are otherwise ready to send your accessions to their destination, you can click on the View Batches button to see the batches that have been staged.
How do I indicate that a batch is ready to be sent to its destination?
Batches are split out by their destination. (Destinations are Specimen Locations as created within your Labs Specimen Location Setup screen.)
When you click on Create Batch, it will automatically print the Batch report to the report printer you have selected. If you have Preview selected, it will automatically save the Batch report to your system.
The Batch report includes the Specimen labels for each of the specimens within the batch. It also creates a new unique Batch bar code to allow for mass movement of the entire specimen batch at once from one location to another within the Specimen Batch screen.
How do I change what batch a specimen is in?
Once an Accession is created and added to a batch in the Quick App, it cannot be modified any more within the Quick App. However, you can split a Batch by unselecting the accessions that will not be included, and clicking Create Batch to make a batch without them.
In this example, the fecal specimen will be separated from the urine specimens into different batches, so that they can be tracked and stored independently.
Then you can create a separate batch for the remaining specimens.
In the main VetView application, you can add and remove specimens from a batch on the Batch Details screen. To load this screen via shortcut, scan the Batch barcode into the GO LAB search box at the top of the screen, and it should automatically bring up the batch details screen for that batch ID.
From here, you can add additional specimens to a batch, or remove a specimen from a batch.