Episode Documents in 5.0

Episode Document Window

Add Elements > Document will open up a small window to let you choose which document you want to drop into the patient record.

An Episode Document  is a form or worksheet intended to be filled out by the student or supervisor during the course of the episode.  Documents are pre-built by the unit administrators and contain various types of elements, such as free text or value listings.

Select the document you wish to add, then click on Add Document.

VetView will automatically create the appropriate Medical Record Group for the document (if it wasn't set to Display already based on the episode type), and allow you to immediately begin entering in the text for the document.

Add Content to Document

A document will automatically open all of its text fields so you can start adding the text and other information right away.  

Each section of a digital document is called a Document Element.  Besides plain text, these can include form pieces like radio buttons, dates, signatures, and elements that automatically pull in other sections of the medical record, such as the patient reminders.

Each document element has an invisible header that will display additional icons when you move the mouse cursor over it. 

• Pencil Icon to edit that element
• Check mark to close the element and save changes
• Paperclip icon to add an attachment
• X icon to remove part of the element that was just added
• Macro icon to open up pre-built blocks of text your hospital has made available for that document
• Insert icon that allows you to copy other documents from the medical record and include them in this document (e.g. copying the history section into the Discharge document, to avoid having to copy and paste or manually retype everything again.)

Click on the small check mark to finish adding your content and collapse the document element.

Adding Macros to Text Fields

Click on the Macros button to open up the Macro window.

A list of any pre-defined macros will appear first.  Macros can be saved by user for use on All Documents of this type

With an elevated privileged, it can also be saved by a supervisor to become available for all users working on that document type.  These are called Global macros.  

Click on New Macro to begin entering a user macro.

Macros are plain text, but you can pull in Placeholders that will incorporate information unique to the episode, such as the patient name or the episode date.

Once Saved, the macro is available for use immediately, and will become available for reuse on all documents going forward.

The Search will check the text of each macro for the entered keyword, and filter out to only the matching results. 

Inserting Patient Data or Draft from Documents

VetView allows you to insert parts of some Documents into the text field of other Documents, to avoid having to repeat entering the information.  As of version 3.1 you can also directly insert ID/Microchips from the patient data tab.

Document Drafting

First, identify the source document and section you want to add.  In this example, we will add the Findings from the patient History document into the Findings of the Discharge Tech Report.

Click on the Insert icon to open up the drafting window.

The drafting window will open up on the right hand side of the screen.

Select the source document and the digital document element to import.  You can select more than one document, and more than one digital document element from each document. 

Click on the Insert Selected button after you have chosen all the elements you want to import. 

The drafting process will include the source document name and the digital document element name, and import the contents of the original digital document element.

Add Patient Data

This tab allows you to add certain pieces of patient data automatically.  As of Version 3.1, this piece of custom data is limited to the ID/Tags.

(Note that placeholders can also exist directly in the macros for a document.)

Add Me Button

This button automatically adds the name of the logged in user to a field. 

Date/Time Stamp

This puts the Date and the current Time directly into the document.