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View a Consultation Page Using a Custom View Mode

A custom view mode shows the sections of a consultation page as open, closed, or hidden, based on the settings defined for that view mode.

Note: Vetera has two consultation pages while the new one is being introduced. The steps for both pages are below.

Before you can use a custom view mode, the feature must be turned on for your clinic location.

To turn on the feature:

  1. Select the clinic name button in the top-left corner of the left side-panel to open the clinic location switcher, then select Settings from the list.
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  2. Go to General > Clinic location > Consultation advanced settings.
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  3. Select Allow users to create custom view mode.

To open a consultation page, in the left side-panel, select Dashboard. Under Recent consultations, select the stethoscope button at the end of the row. Depending on your organization, this opens either the old or the new consultation page. Follow the steps below for the version you see.

Edit a Custom View Mode on the Old Consultation Page

If the consultation page opens in the new version, select Return to old version first.

  1. On the Consultation heading row, select the cogwheel button, to the right of Tools.
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  2. From the menu that opens, select Edit custom view mode.

Change the View Mode on the New Consultation Page

On the new consultation page, the view mode decides which sections of the page are shown.

To change the view mode:

  1. At the top right of the consultation page, select the view drop-down list. The list shows the name of the view mode in use, for example Standard view.
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  2. Select the view mode you want to use.

The list includes Standard view, Custom view, and the view modes created for your clinic location.

The consultation page shows the sections of the view mode you selected.

Set Up Your Custom View on the New Consultation Page

Custom view is your own view mode. Only you see it. You can choose which sections it shows and in which order.

To set up Custom view:

  1. At the top right of the consultation page, select the sliders button to the right of the view drop-down list. The Update own mode dialog opens.
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  2. For each section, turn the Visible switch on or off.
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  3. To change the order of the sections, drag a section by the handle at the start of its row.
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  4. To make Custom view your default view, select the Use own mode as the default mode check box.
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  5. Select Save.

The consultation page changes to Custom view. Only the sections you turned on are shown.

See Also

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