Patient Documents and Notes in 5.0

This screen is used to view and enter Patient Details, Alerts, Documents, Tag information and Notes.

Patient Details Window

The top portion of this screen displays the demographic information of the patient.  In order to make a patient in VetView, you must have the patient's name (Animal ID) and species as the minimum information.  Additional details can be added on this screen after a patient is created.  

Patient Alerts Window

Patient Alerts display on this screen in the same format that they will appear on the Cashier Screen and other locations in the system.  

Episode alerts will appear as well.

Documents Tab

Here you can attach any files/documents to a patient's record. To add a file, click on the Attach Document button.

Documents are stored in a hierarchical list, depending on the episode and Medical Record group where they were attached.  For patients with a large number of attachments, you can filter by the Medical Record Category to reduce the visible options.  You can also search by a keyword in the attachment, such as the RDVM's name in the Description.

The column names on this window cannot be sorted, but you can collapse each episode to hide the contents as needed. 

Documents will always load in chronological order. 

Document Information Window

To upload a new document, click on the Attach Document button.  A local upload window will open to allow you to choose the file.  Click Open, and then the Document Information window will appear.

VetView's upload system allows you to change the name of the file as it will be stored in our system.

You can choose to attach the document to the entire patient, to attach it to a specific episode in a given medical record category, or to attach it directly to an existing Document or Request.

The shape and options on this upload window will change as you make your choices. 

Click on the Save button to complete the upload process.

The uploaded document will appear in the Documents list. 

Tags Tab

Here you can view/edit tags associated with the patient.

Certain tags can be added to this automatically when a Document using the Tag document element is added to an episode.  So for example, if you have given the rabies shot to a patient and your hospital has a document specifically made for rabies vaccination, you can enter the tag into the document, and it should automatically import into this tab.

To manually add a new tag, click on the Add New Tag button.  A small window will open to enter the tag information.

Tags are customized for your hospital, so a list of available tags may change in the drop down menu as they are added or removed.

Notes Tab

Here you can add notes to a patient (with the option of turning those notes into alerts).

Click on the Add button to add a new comment to the patient record.  A small window will open.

A comment without an alert will appear as a line on the Notes tab.

Add Alerts via the Notes Tab

Click on the Alert checkmark to display a drop down menu of the active patient alerts for the system.

Choose the alert you want to add, and include any comments.  Then click on Save to add the alert.

Certain actions on the patient record, such as removing alerts or the patient being marked as Deceased, will also be logged into the Notes automatically, along with a date and time and the user who performed the action.