Progress (DELETE SECTION ONCE COMPLETE)

Tasks

Sections

Introduction

This tutorial is organized by role. We will start with pages and processes that anyone can do (as a General User), and move on to more privileged processes.

General User

Everything in this section is doable if you have access to VETIS in any capacity. If you do not have access to VETIS and think you should, please contact TODO

The Current Deployment

When you are on a deployment and would like to edit a cases, please visit the Current Deployment Page.

If you are lost in the program somewhere, you can get back here from the Sitemap

Open

The Deployment Dashboard is a convenient aggregation of info. You can see:

• Quick Info - along the top you can see

  • Deployment name

  • Case count

  • Start / End

• Jurisdictions - A list of jurisdictions for the deployment. Managed by an Admin

• Stats - Quick view of Cases on the Deployment broken down by Species and Status

• My Last 10 Cases - a personalized list of Cases. You can press the Case title to navigate there.

• Cases - All Cases on the Deployment. You can click a Case, then click Jump to Case to open that Case in a new tab

Open

Creating a Case

To create a new case during patient intake, press the Add Case button in the Navigation Bar.

Editing a Case

This page is where you will spend the bulk of your time, and there’s a lot to it. Let’s start with the Case Header:

The header is always visible from within the case page.

You can press the Case Picture to download it.

You can also do various actions from the Menu on the right.

• Save All - You guessed it, save all changes you’ve made to the case.

• Manage Case Picture - Allows you to take a picture (if you are on a device with a camera), or choose a picture to upload

• Discharge Case - Brings up a dialog that asks you to input a Vet’s PIN. Once a case is discharged it can no longer be edited*.

• Delete Case -

• Transfer to Deployment - Not yet implemented, but will transfer the case to another deployment of your choosing.

Overview

The overview is pretty straightforward, it will display the Primary Contact for the Case, as well as a bit more detail than what’s in the Case Header.

Patient

Here is where you edit general Patient info, add ways to identify the animal, and can upload pictures of the animal.

Make another contact a primary contact

A primary contact on file for a case can be replaced with another contact. The process is as follows. First, on the sidebar of any of the case pages for any patient, you will see this on the left side of the screen.

Currently, the selected tab is Overview. In order to modify the existing contact on file, navigate over to the Contacts page. Once there, you will see a panel or multiple panels each with a contact. Depending on the case, you will see at most one Primary/Owner and you might also see multiple Alternate contacts as well. You might also never even see an Alternate contact on a case.

On the very top right corner, in the same band as the patient detail information, you will see a Save All button in maroon. It is inherent that any changes made must be saved, otherwise any progress made will be lost. Alternatively, there exists an option to just save the contacts - titled Save Only Contacts. This option is one of the dropdown options that appear when you hover over the dropdown icon.

In order to add an Alternate contact, hover over the dropdown next to the Save All button. Then while hovering over the menu, select the Add External Contact option. Alternatively, you can select the Search For Existing Contact option to select a contact from a previously made case for another patient. We will first explore the Add Alternate Contact Option.

Upon selecting Add Alternate Contact, a new panel will appear adjacent to the existing Primary/Owner contact. Should you choose to promote the Alternate contact to a Primary/Owner contact, you can hover over the ellipsis in the top right corner of the Alternate contact panel and select the Make contact primary option. This will swap around the contact information for the Primary/Owner and the Alternate contact. Remember nothing is finalized until you hit that save button!

If you already have a contact in mind that exists on another patient, you can instead choose the Find an Existing Contact option in the dropdown menu next to the Save All button.

From there, a new dialog box will open up. You can lookup contacts using the dropdown and start typing a contact name. The results will autopopulate.

Once a contact has been selected, full details of the contact will be shown. Confirm the contact in question is the correct contact, and proceed with either the Add as Alternate or Add as Primary buttons. Adding as a primary contact will replace the existing Primary contact and the values associated with the original primary contact will move on over to the Alternate contact.

Discharging a Case

A case can be discharged with the “Discharge” button on the case details page:

After pressing the button, a pop-up window will appear and if the case can be finalized you will see a green window with “No Issues - The case can be finalized. No issues were detected”. Select the discharge status, input the Discharge location (ex: corner of Harvey Mitchell Pkwy S and Luther), and the Vet Pin. Only those with a Vet Pin and sufficient permissions can discharge the case. After pressing the finalize button, you should be able to view a pdf of the discharge case summary. The discharge case summary will be downloaded to your machine

In case you miss the discharge summary, there is an option to redownload the discharge summary. This option will currently only appear after you have discharged the case in the same menu you accessed to discharge the case.

Contacts

Vaccines

Viewing

Adding / Editing

Treatments

Actions

Viewing

Once the Patient has at least one Treatment, the page will look something like the picture below.

Each row corresponds to 1 Treatment, and shows the scheduled Administrations in the colored time blocks to the right. Each color represents a status, with the status text contained in the block:

• - Administered

• - Unadministered, due now

• - Unadministered, due later

• - Missed, not administered and past due

If you need to see further into the past or future, you can use the yellow arrows in the bottom right to move around the time window. You can press Now in the top left to reset the time window to the current time.

Adding / Editing

Forms

To fill out a form, navigate to one of the form tabs on the left side of the page.

Your list may look different, as Forms can be restricted to a set of Species.

Editing

Administrator