Search

Searches for catalog items based on a keyword in the name or description. Results will i

Catalog Type

Displays options between Document, Request, and Internal Lab catalogs.

Unit

Displays a list of units within the hospital to act as a filter against Catalogs and Catalog items.

Category

Displays a list of the Medical Record Categories as created under the Hospital Setup screen. Each Catalog must be assigned a medical record category. Documents or requests from that category will appear in that section of the patient record.

Active/Inactive/Any

Filters catalogs and catalog items based on whether they are active in the system. Note: Older catalogs can be set as inactive, or “deleted” and merged with another catalog if they will no longer be used. Catalog Items can be set as inactive, or deleted at any time.

Add Button

Goes to a blank Catalog screen so you can add catalog details.

Edit Button

Opens the Catalog screen on a selected row to edit the catalog details. You can also edit a specific catalog by double clicking on that row.

Delete Button

Deletes the selected row’s catalog. If a catalog still has catalog items associated with it, you will be asked to merge those catalog items to another catalog during the deletion process. Any extant catalog items associated with patient records will be moved to that catalog. If you don’t want to merge a catalog during deletion, you can set it as inactive instead.

Unit Column

Displays the name of the Hospital Unit that the catalog belongs to.

Catalog Name Column

Displays the name of the Catalog.

Catalog Description Column

Displays the description of the Catalog as it was entered. This is usually additional details about the purpose of the items inside the Catalog.

Catalog Type

Indicates whether this is a Document, Request, or Internal Lab catalog. Each type of catalog has its own specific unique attributes.

Active Flag Column

If the catalog is active this will be Y for Yes. If it has been set as inactvei, it will be N for No. Catalogs that will no longer be used can be set to inactive, to preserve historical data in the medical record.

Unit

The hospital unit to which this catalog will belong. This acts as a filter for Documents, and indicates which unit Request catalogs will be sent to.

Label

The name of the Catalog as you want it to appear in all menus.

Description

Additional details regarding the Catalog, if needed.

Type

Choose between Documents, Requests, and Internal Labs.

Active Flag

Indicates that this Catalog is active and available to choose from on the Patient Record and PA Screen.

Updated Time

The last time this catalog was updated.

Updated By

The last user who updated this catalog.

Lab Site (Internal Lab Only)

For Internal Lab requests, you must select a lab to send the request to. Only Lab Catalog Items associated with this lab can be added to any Hospital Catalog Items associated with this Hospital Catalog.

Lab Clients (Internal Lab Only)

For internal Lab requests, you must select a Lab Client that belongs to that lab to have as the reporting Clinic. To have a new hospital client account set up, contact that Lab. The Lab Client linked to the Hospital will be the bill party for the charges, and any charges can then be passed through to the bill party on the hospital side. This method allows for an accurate list of charges that the Lab processed for the Hospital.

Specimen Exists (Request only)

Requests should include a specimen when this box is checked. For example, blood or fecal samples, or tissue for a biopsy, or a whole body for necropsies.

Send to Interface (Request Only)

This request will be sent to an external machine, such as a radiology machine. Additional setup is required both on this request and also under the Job and Interface Setup for these machines.

Display URL

For Interface requests, this is the URL that will display in VetView based on manufacturer’s requirements.

Portal URL

For Interface requests, this is the URL that will be accessible from the external client portal to view the results of the request.

Priority Flag

This opens up the Priority option on the request - ASAP, Stat, etc.

Workflow Options

Requests can have additional statuses, such as Performed, Transcribed, etc. This flag turns on the additional workflow options for the request. These are optional.

Add Button

Opens up the Add/Edit charges window to link a product to this catalog item.

Edit Button

Opens the Add/Edit charges window to modify an existing charge.

Delete Button

Removes the link between this catalog and a product.

Product Selection

In the Add/Edit product window, allows you to search for a product by line, sequences, or description.

Quantity

The quantity of this product that will be added to the patient’s bill.

Auto Bill

When this flag is checked, the charges will be added automatically when the product is added to the bill. If this flag is not checked, then the charges are associated with the product, but won’t be added until

Add

Opens up a blank Catalog Item screen.

Edit

Opens up the Catalog Item screen for the selected item.

Delete

Opens up a Delete/Merge dialog box for the selected catalog item. If a catalog item was never used on a patient record, it can be deleted. Otherwise, you will need to merge it with an existing catalog item to avoid breaking the links between Catalog Items and patients.

Note: If you only want to prevent the Catalog item from being used going forward, it is better to set it as Inactive to preserve the historical data.

Label

The name of the Document, Request, or Internal Lab item as it will appear within VetView.

Description

A more detailed description of the Catalog Item, if needed.

Catalog

The Catalog that this item belongs to. This can be changed, but will alter the rest of the parameters. It may be better to duplicate the Catalog Item first if you want to move it to a new catalog to avoid losing data.

Catalog Type

Indicates whether the Catalog that this item belongs to is a Document, Request, or Internal Lab.

Unit

Displays the unit that this Catalog belongs to.

Medical Record Group

Allows you to select where this Document, Request, or Internal Lab appears on the Patient Record. Medical Record Groups are managed under Hospital Setup.

Report Override

Indicates that this catalog item should have a special report template associated with it, instead of the VetView default. Leave this blank unless you have already created a special purpose report.

Active Flag

This checkbox controls whether the Catalog Item is visible in the rest of the system to add to patient records. If this flag is turned off, all historical versions of the document will remain intact, but the Catalog Item is no longer available to add.

Requires Verification

This checkbox indicates that the Document or Request must be verified before it can be released to a Client or RDVM. (This option does not apply to Internal Labs, whose results go through a separate Finalization process.)

Spay/Neuter Patient

This checkbox indicates that if the document or request is added to a patient record, the patient will have been spayed or neutered by the time the episode is Discharged. This will trigger the patient’s Sex to change according to the Sex Setup settings. (For example, a male animal will change to male neutered automatically.)

Display Time

This displays the time that the document, request, or internal lab was added on the header on the patient record.

Due Dates (child of Display Time)

If this flag is checked, the document can have a due date set. This is recommended for student documents such as SOAPs, or for any document or request that should be completed within a certain time frame of being added. Note that these due dates are separate from the MAR prescription deadlines, which are handled in their own system.

Show “Draft” Watermark until:

Since Documents do not have as tight a workflow as Requests, the document may become available on the patient portal immediately, or sent out to RDVMs as a preliminary report. This gives you the option to show a “draft” notice on the document until an additional step is taken, such as verification or discharge.

Separate Request

This flag indicates that when this request is sent with other requests for the same catalog, it should be pulled out as an individual request. For example, requests such as digital X-rays can leave this flag turned off and include all the catalog items on the same request, as they can be performed in quick succession once a patient is sedated. However, a request such as an MRI might need to have it turned on to pull it out from the X-ray items or other MRI items as each catalog item takes more time to perform. Ultimately it will be up to each hospital request unit to determine if a request needs to be separated. Items from different catalogs will always be separated.

Item Can be pre-ordered

This flag indicates that a DVM can request the item prior to the patient being checked in. This may be ideal for certain procedures where a time has to be reserved before the patient arrives, such as anesthesiology followed immediately by a scheduled surgery. Auto added charges will be delayed until the patient is checked in and the order is opened.

DVM Required to order

This flag indicates that a DVM must be the one to order this request. Use this on catalog items that students, staff, or techs/nurses should not order on their own, such as surgeries or procedures.

Approval Required to Order

This flag indicates that while a student or tech can request the item, it must go through an additional approval process from a supervising DVM before the request can be submitted to the receiving unit.

Add Charges to Client Bill When (Submitted or Accepted)

If Submitted is selected, any auto-add charges will be placed on the bill the moment the request is added to the episode. If Accepted is selected, then billing will be delayed until the Request unit reviews the request and accepts it.

Update Lab Question

This option will automatically pull in the Lab Questions that were created by the VetView Lab for this Catalog Item, even if they change in the future. Leave this turned off to preserve the questions as they are currently even if they change in the future on the Labs side.

Charges for Lab Tests Set By:

This allows you to choose how the Lab Charge for this Hospital item will be defined. If your Hospital charges a single flat fee for the test, you can have it set by the Hospital Catalog (static) and then add the charge on the Charges section. Or you can have the fees automatically added by the Lab Charge on the VetView lab side, to capture any price changes from the labs automatically.

Hospital Product Search

A smart search box for the correct Hospital Product. You can search via line and sequence number, or search by keyword.

Quantity

How many of this product will be added to the bill. Most documents, requests, and lab tests will have a 1 to 1 relationship, but certain special requests may have a need for multiples.

Auto Bill Flag

For Documents and Requests, this flag can be left off if you have several options for charges and you want the clinicians to choose which charge, or whether to charge, when the document or request is added.

This flag cannot be turned off for Internal Lab charges - the charges are always added as long as the lab test is on the patient record. (Cancelling the lab test request should also remove the charges automatically.)

Role Name

Drop down menu to select the role from the list of active roles created on the Role Management Screen. Roles appear in alphabetical order. Any user who has a role on this list is allowed to modify this document, even if the user is not a member of the request unit, assuming they have the base Add/Edit document privileges on this role or at least one other role.

Verify Flag

Indicates that this role can both edit the document and verify the document.

Submit Flag

Indicates that this role can both edit the document and also submit the document to the request service area (change it from Draft status to official Requested status.)

Select Reminder

A link to all the Patient Reminders as they are set up on the Reminder Setup Screen. Note that these are different from the Appointment Reminders, which are defined based on each unit’s Schedule Setup. Patient Reminders are shared across all units inside the hospital.

Make Default

When this flag is turned on, the reminder will default to automatically be turned on to Send on the line item for this product on the order management screen. If this flag is not turned on, the Reminder will still be visible on the line item for the product, but the checkbox will be off. A user reviewing the order can always turn these flags on and off manually.

Episode Type Selector

A link to the Episode Types defined under Hospital Setup. Episode types are shared across units, and are linked to the units via the schedule system. Because of this, you can set any Catalog item to be associated with multiple episode types, even outside of the catalog’s home unit. This can be helpful for requests, which by definition are submitted from one unit another.

Default Flag

If the Default flag is turned on, then this Document or Request is available to choose from the drop down menu when the Record Group appears on the patient record.

Auto Add Flag

If the Auto Add flag is turned on, the document or request will immediately be added once pre-admission is made. (For Requests, using the Auto-Add option for the episode type may also require that the Item Can Be Pre-Ordered flag is turned on to function correctly, as any Request added prior to Admission is considered a pre-order.)

Code

The procedure code that will be passed into the external machine. This code must be supplied by the manufacturer.

Modality

The modality as required by the machine manufacturer for this procedure code.

Modality Group

An optional modality group as required by the machine manufacturer for this procedure code.

Description

A description of the procure code. This is for informational purposes only, to be used by the hospital technician setting up this interface so that future users can understand the purpose of the machine interface settings.

Add

Adds a generic New Result Text Field to this Request Form Setup. This result can be modified once it is added. You can also drag and drop a specific element type from the Palette at any time.

Up/Down

Changes the sort order of the items on the Request Form Setup. Remember to Save after sorting to preserve the new order.

Delete

Removes the selected document element from the Request form. The Special Instructions field cannot be removed.

Update Question

For Internal Lab Requests that have the Update Lab Question flag checked, this button will override the current selected fields and replace them with the questions that are added to the Labs side instead, if there are any.

Add

Adds a generic “New Result Field” to the Report Display panel. This New Result Field can be altered to any other kind of Digital Document Element under the Properties panel.

Up/Down

Changes the display order of the elements in the Report Display panel.

Delete

Removes the selected element completely from this report.

Report Display

This section is where you can build out the Document or Request report using the Digital Document Elements. Elements will display exactly as they will be printed on the report, so this section functions as a mini preview as well.

Add

Opens a window to add a new Lab Catalog item to the Internal Labs Setup tab.

Delete

Removes a selected Lab Catalog Item from the list. Use this to break an existing link and add a different one, or to remove an item from a mult-item panel.

No Auto Update of Unit Price (Labs Catalog Dynamic Only)

If this warning appears next to the Unit Cost / Unit Price line, it indicates that the corresponding Lab Catalog is not linked to an inventory item with an Auto Update flag turned on. This price will stay static until the Lab changes it themselves.

Create Mapping to a different product and/or price update options

Click on this button to open the Lab Catalog Item link and the pricing options window.