Portal Setup Guide 2.1

The VetView Portal is an external website for your lab and hospital clients to view information about their lab test results and referral patients.  If you have external payment processing set up, you can also accept payments on invoices via the portal.

As of Version 2.1, the Portal is controlled using API commands that send information to a job interface on your primary VetView installation.    The VetView portal must be installed on its own server, and you will need to work with your university's IT team to ensure that the URL, firewall, and other settings are correct to allow external access. 

VetView Hospital and VetView Labs are controlled independently under Hospital Setup and Lab Setup.

This page covers the information for the unified Portal Setup, which is found under the Common Setup Data in the Navigation menu.  This page lets you modify the test, images, and location setting for the portal.

Main Portal Options

The settings in this section define the server location where your Portal is installed, the directory where the primary files for the page should be stored, and the security token that will need to be passed back and forth between the portal installation itself and all communications to the VetView main application.   As of Version 2.1, you can also use this security token to create your own custom apps, such as phone apps or unique websites, to interact with the main application.  

Registration Instructions

This section allows you to enter in the information for registration that will appear in the login page.

Suggestions for this text block include how to know which Lab they should register, or where to find their Client Account Number on an invoice.

Additional instructions for each Lab and for the Hospital can be put on the Portal Setup for those labs and the hospital, under the Lab Setup and Hospital Setup Portal tabs.

Portal Password Options

This section allows you to specify the structure of the passwords your Portal users will have to use to comply with your organization's security requirements.  Web passwords in VetView are stored as a salted hash in the database for security reasons (not plain text.) Your organization may also have requirements about the length and any special characters.

These requirements are enforced on initial passwords creation, as well as the password reset.

Contact your organization's IT services team with questions about these requirements. 

Portal Email Options

You can define a specific mail address that email communications from the Portal will be sent from on this section.  We recommend having an email address that can be replied to and is monitored, or else including a message to not reply within the email body.

Registration Email Settings

VetView's email supports basic rich text editing for formatting, and includes a macro selector to input Placeholders that draw in matching data from the client's accounts.

Password Reset Email Settings

This is the email that will be sent if a user requests a password reset.

Lost Username Email Settings

This is the email that will be sent if a user cannot remember the username associated with their email account.