The Documents Page seamlessly brings together all patient documents, providing a unified and streamlined view. With a quick glance, you can effortlessly view document status, date, type, Shareville status, and provider without the hassle of sifting through lengthy visit information.
The enhanced search allows you to easily filter and sort your results for a more efficient process.
Row Actions
Clicking on the document name opens the patient’s Chart panel to the right.
If the document is an integrated diagnostic lab or imaging report and the results are available, clicking on the document will open the results in another window.
If the document is an uploaded file, clicking on the document name opens the media previewer.
Preview
View Results – Opens results for lab/imaging documents
If IDEXX results are received, VetConnect opens in another window
If Heska results are received, the patient’s Chart panel opens
If Antech results are received, the report PDF opens in another window
If Asteris results are received, Keystone opens in another window, as well as the report PDF
Diagnostic report preview.
Preview File
Opens media previewer for uploaded files.
Uploaded document preview.
Open Document in Side Pane
Opens the patient’s Chart panel.
3-Dot Menu Options
Access additional actions and settings related to the selected item. Click the three dots to view more options:
On Charts
Duplicate
Helps you start a new document from a previous document so you don’t have to copy/paste certain fields that may have stayed the same.
Print
Generates a PDF for printing.
Toggle rVet Sharing On or Off
Enable or disable document sharing on Shareville
Addendum
For Completed charts, add an additional note on.
Void
If you no longer want it to appear in the patient Charts screen.
3-dot menu options on Charts.
On Diagnostic Reports
Mark as to Review
Results need to be reviewed by a clinician.
Mark as Reviewed
Available when all of the results have been received to indicate that the results have been reviewed.
Mark as Complete
Results have been reviewed and the owner notified.
Print Requisition PDF
Prints a requisition form for reference lab tests.
Print Results PDF
Prints the diagnostic results.
Toggle rVet Sharing Off or On
Enable or disable diagnostic results shared on Shareville.
Create Task
Opens up the Task List panel with the patient pre-selected.
3-dot menu options on Diagnostic Reports.