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
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/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/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