This article explains how to assign or change Supervising Veterinarians, nurses, and other support staff to consultations in Vetera. In Vetera, the terms Supervising Veterinarian and Responsible Persons refer to key roles in managing patient care during a consultation.
If the 'Allow Support Staff as Supervising Users' setting in Clinic Location is activated, all support staff can be made available for scheduling shifts, appointments, and can be assigned as the supervising user on consultations. This allows a clinic to schedule staff for appointments such as nail clippings, pet passports, and other tasks that do not require a supervising veterinarian.
Note: A new consultation page is being rolled out. Where the steps below differ between the two versions, both are given. You can switch between the versions from the top of the consultation page.
Changing the Supervising Veterinarian on Consultations
To change the supervising veterinarian or clinician for a consultation:
Go to the consultation page.
Go to the section that shows the consultation details:
New consultation page: Consultation overview
Old consultation page: Consultation details
Open the Veterinarian field:
New consultation page: select the Veterinarian field.
Old consultation page: select the pen button at the end of the Veterinarian row.
Select the veterinarian you want to assign.
On the old consultation page, select the check mark button to confirm.
The consultation shows the veterinarian you selected.
If items have already been added to the consultation, you may also need to change the responsible veterinarian for each item.
To change the responsible veterinarian on an item:
On the consultation page, open the item dialog by selecting the pen button next to the item.
In the top-right corner, select the 'X' next to the veterinarian's name and then add the veterinarian's name you want to assign.
Select Save in the item dialog.
Depending on your clinic settings, you can link additional personnel, such as a Responsible Nurse, Responsible Surgeon, or Student, to a consultation to track their involvement once a patient is checked in. The Supervising Veterinarian or staff remains the main person for the consultation, but notes and items can be assigned to additional responsible persons. The main veterinarian for a consultation is automatically added to a diagnosis, but you can change it if needed.
Customizing the Veterinarian Field Term
You can customize the name of the Veterinarian field in Vetera to align with your clinic's preferred terminology.
To customize the term:
Go to Settings > General > Print Settings.
Select the Veterinarian field.
Insert the term you want to use.
Select Save.
The updated term will be visible in various views, including the consultation page. This custom term will also be shown in most customer-facing documents.
Related Settings
You can configure your Vetera settings to align with your clinic's workflow regarding supervising veterinarians and responsible staff:
Settings > General > Clinic Location > Allow Support Staff as Supervising Users: Enables non-veterinary staff to be assigned as supervising users and be assigned shifts/appointments.
Settings > General > Clinic Location > Enable Responsible Nurses on Consultation: Allows the assignment of responsible nurses to consultations.
Settings > General > Clinic Location > Enable Responsible Surgeons on Consultation: Allows the assignment of responsible surgeons to consultations.
Settings > General > Clinic Location > Enable Mandatory Responsible Person for Consultation Items: Requires a responsible person to be assigned to consultation items.
Settings > General > Clinic Location > Default Responsible Person for Consultation Items: Sets a default responsible person for consultation items.
Settings > General > Print Settings: Veterinarian. Customizes the displayed term for 'Veterinarian'.