- Created by Rainey Lynch, last modified by Cathy Allison on Dec 23, 2020
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Admission Screen
The Admission Screen in VetView has two parts: The Admission Search Screen and the individual Pre-Admission Screen or PA screen that is created for every episode for a patient.
Admission Search Screen
The Admission Search Screen is accessed by clicking on the Admission button on the header bar.
This screen has two sections: The Admission Search options at the top, and the Search Results at the bottom. You can also create a New Admission by clicking on the button at the very top.
Admission Search Parameters
All of the search parameters can be used in conjunction with one another. For example, you can search for a specific PA if you know the patient's case number and the date. Or you can search for a cluster of episodes, such as all the canines that were seen in the year 2020, or all the currently open episodes for one particular unit. The total count of episodes appears in the upper right hand corner of the Search Results. This search screen is also helpful for research when identifying episodes for patients based on keyword, breed, etc.
Field | Description |
---|---|
PA# | Searches for a specific Pre-Admission or Episode number. |
Animal ID | Searches for PAs by the patient's name |
Nickname | Searches for PAs by the patient's nickname, if it has one |
Sex | Searches for PAs for patients with a specific sex |
Species | Searches for PAs by species |
Breed | Searches for PAs by breed in addition to species |
Case No | Searches for PAs for a specific case number |
Reason | Searches for PAs with a specific keyword in the Main Reason. |
Client | Searches for PAs based on the client's name. Useful for narrowing down when the patient has a common animal ID. |
Personnel | Searches for PAs based on assigned personnel, such as supervising faculty or student. |
Unit | Searches for PAs based on the admitting unit. |
Type | Searches for PAs based on the appointment type. (Include Unit to narrow this list down.) |
Field Service | Searches for PAs that are field services, or excludes them |
Current Status | Searches for PAs by status |
Pending Transfer To | Searches for PAs that have been requested to transfer to a specific unit, regardless of the unit of origin |
Pending Transfer From | Searches for PAs that have been requested to transfer from a specific unit, regardless of where they are being transferred to |
Status Date Range | Searches for episodes that were in a specific status during a range of dates. For example, searching for appointments that were cancelled during the month of November |
Click on the Search button to load results matching the parameters. To clear out any parameters and start over, click on the Reset button.
Set Default Search
If you frequently search for a specific set of parameters, you can click on Set Default Search to save those settings. They will load on this screen the next time you return. You can also click on Remove Defaults to clear out the previous settings.
Admission Search Results
The results will load in the bottom half of the screen. The PA#, Case No, Patient ID, and Contacts are all hot links to other screens in the system. Use CTRL+Click to open these in a new tab if you don't want to lose your results.
New Admission / Pre-Admission Screen
If you click on the New Admission button at the top of the screen, a blank PA Screen will load. If you click on the PA# field on a row of the Search Results, then PA Screen that was filled out for that episode will load, with all the data already included.
A shortcut to a new PA screen is holding the Alt key and then clicking on the Admission icon on the header bar. A small green plus sign appears on this icon to indicate it will jump straight to a new admission and bypass the admission search screen.
Filling out a blank PA
The New Admission screen loads with everything empty. However, if your patient and client already exist in the system, they can be added to the PA without filling out the information again.
The PA screen is divided into several sections. At the top are the patient contacts, in the form of mock index cards. The admission details include the admitting unit and appointment type, the main reason that the patient is being seen, and options such as Field Service or ASAQ (Montreal only.) Below this section is a section for Personnel, Appointments, and Reminders.
Add Patient
Click on the green plus sign on the Patient Card to open up the new patient form. This form also doubles as patient search on this screen, for any existing patients.
Start searching for the Patient Name and Species. If too many results match, then you can enter in a client's name in the Search by Client Record field to limit the results. Matches will appear on the right hand side of this window, in the Search Results column. Double click on a match to add it to the PA. Note that matches for deceased patients will appear with a black background.
If none of the existing patients and clients match, you can fill out the rest of the form with the new patient's information, and then click on Save to add the new patient.
Once Saved, the PA Screen will reload, and the patient's information will appear in the Patient card on the top part of the screen.
Add Owner
Adding the new patient's Owner is similar. Click on the small green plus sign on the Owner card to open up the contact search form.
Enter in the owner's name and other parameters to see if they are already in your system, such as the phone number. Possible matches will appear on the right hand side.
Note that the Search Results on the right hand side are weighted, and all fields that match may appear. Be sure to scroll through and confirm if there is a match at the bottom of the list.
If there is no match, fill out the rest of the client's information and then click on the Save button to add the new owner into the system.
For emergency services or other intake units where there may not be sufficient time to fill out the patient or client information needed before the patient is checked in, you can add only the bare minimum for the patient and owner to create the episode, and then go back and fill in the remaining information later on. The minimum demographic information needed to create a new PA is the patient name, patient species, and the owner's name.
Add RDVM and Clinic
The Referring DVM and Referring Clinic are optional on a new PA. You can add them to the PA if the RDVM has sent the patient to your hospital for a specialty service, and this allows you to send them automated updates as the episode progresses.
Click on the green plus sign to open up the RDVM or Clinic Search windows.
The search is similar to the Owner search window, with the addition of a new panel on the left hand side for any prior associations for your owner, the RDVM, or the clinic. Prior associations can be doubled clicked to add, just like the matching search options on the right hand side.
If there are no matches, fill out the information and click on the Save button to add the new RDVM or Clinic to the system.
Edit Patient, Owner, RDVM, or Clinic after they are added
To edit the demographic information of the patient or any of the contacts on the PA, click on the pencil icon on the contact card.
For patients, this will reopen the standard Add Patient window with their existing information already filled in.
For Owners, RDVMs, and Clinics, it will open up a Communications Method window instead. This allows you to add the contact methods and indicate whether they should receive any owner or RDVM communications through that method.
Click on the pencil icon to edit the selected type of contact. For example, the Mailing Address window will open like this. Fill out the information, and click on Save to add the method.
You can indicate what communications should be sent to this method. An RDVM may want to have their medical record communications faxed, but have their accounting information sent to a physical mail addressed instead.
Set RDVM or Clinic as Primary
The referring DVM and clinic are not assumed to be the primary for the patient when they are first added. (For example, the patient may have been referred from another emergency clinic, not their usual DVM.)
Click on the small icon on the right side of the card to set the contacts as the primary for this patient. The icon will change from grayscale to color to indicate the primary flag has been assigned.
Add Alert to Patient, Owner, RDVM, or Clinic
Click on the icon that looks like a yield sign with a small green plus on it to add a new alert or comment. These alerts will follow the patients or contacts throughout the system.
Other Icons on the Contact Cards
Icon | Description |
---|---|
Info Dot | Displays the full demographic information for the patient. Displays the full contact information for the Owner, the RDVM, and the Clinic. |
Pencil Icon | Opens up the patient demographic window for editing, or the Communication methods windows for Owner, RDVM, and Clinic. |
Alerts | Clicking on this icon will open a small window to add a comment or an alert for the Patient, Owner, RDVM, or Clinic. |
Remove | Click on the red X to remove an RDVM or Clinic from the admission screen. |
Primary Bill Party | By default, the owner will be considered the Primary Bill Party for the episode. This can be changed on the Patient Record, or a third party payor can be designated during the payment process on the Cashier screen. |
Right Facing Comment Balloon (Blue) | This icon indicates the owner will receive medical record communications that are flagged to go to the Owner. |
Left Facing Comment Balloon (Orange) | This icon indicates the RDVM and the Clinic are designated to receive medical record communications for this episode. |
Envelope with Small Right Facing Arrow | Indicates that the patient contact has been granted release of information for this patient. This can be revoked on the Patient Contacts page if needed. |
Change Patient, Owner, RDVM or Clinic
One set on a PA, any of the contact cards on the top can be "changed" for another contact of the same type by clicking on the Change icon. This will open up the Search window matching the selected contact card (e.g. clicking on the RDVM change icon will load the RDVM search window.
Viewing an Existing PA
VetView Wiki Most recent releases of VetView: Version 4.2.5 Hotfix (Released 10/31/2024)
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