Navigating the DVM Dx Web Portal

Jill Kahkoska -


Creating Cases with supporting photographs, notes and documentation is easy and intuitive in DMV Dx.


Creating a Case

When you log into DVM Dx, the “Cases” view is presented. If you are using DVM Dx, there may not be any cases in your view.

To create a new case, click on the “+ New Case” button in the upper left hand corner of the screen.

A “Create Case” window will pop up. This is the window that will allow you to select the type of workflow or protocol that you are completing, the location of the Case and the Case name.

When you click in the fields, you will see a drop down box that will allow you to choose the protocols that are allowed in your account.

Follow the same process to choose the location that you are working at. In the “Case Name” field, you can either use the case name that is generated automatically by the system or create a custom name.

Once you fill in all fields, click on the large blue “Create Case” button in the pop up window.

When you create a case, you will be taken to the “Overview” screen for your new case. The information that you already loaded is auto-populated. This is the area of the application where you will begin adding pictures and notes as defined by your protocol.

If you would like to see the “Cases” view to ensure that your case has been captured, click on the “Cases” icon in the upper right of the screen.  


This will return you to the cases view where you will be able to see the new case you created in the “Open” category.

To reopen the Case, click on the “Edit” pencil icon.

Taking and Adding Pictures to a Case

Adding pictures to a case is an integral feature of the DVM Dx platform. In any tab that has a “Media” box, you can simply click in the box to either open a directory on your computer, or you can drag and drop photographs from an already open window.

To add photos from a directory, click in the box and the directory will open so you can easily choose the photographs that you want to add.

When you choose the picture to add, the photo will begin loading with the progress indicated using a status bar.

When the photo is fully loaded, there will be a thumbnail available to view in the “Media” window.

This process can be used in any of the protocol tabs listed on the left.


Adding Notes or Additional Documents to a Case

DVM Dx allows the addition of Notes and Documents to Cases in order to fulfill protocol requirements. For users who are “Producers”, this is primarily done in the “Overview” section.

To add a note, click on the blue “+” button in the notes section.

A window will pop up that allows the entry of comments or notes by clicking in the field and adding text. Click on the “Create Note” button and the notes will be captured as a permanent entry in the Case history.

Documents are added using the same process that is used to add Photographs. Click in the “Upload Documents” field and you can either add a file from a directory or drag and drop a file from an already opened window. A status bar allows you to see the file progress. Once the file is loaded, click on the blue “Done” button and the documentation becomes a permanent entry in the Case history.

Submit a Case for review

A feature of DVM Dx ensures Cases are auto saved when a change is detected. Once you have completed all the protocol steps, the Case can be dragged to the “Pending” category so the Reviewer will know that the case is ready for review.

Reviewing and Completing a Case

Veterinarians and other authorized Reviewers on an account can easily open a case for review by dragging and dropping a case from the “Open” or “Pending Review” category to the “Review” category. The case can then be opened for Review by clicking on the “Edit” pencil icon.

Once the case is opened, the Reviewer can survey and analyze each section of the Case. The Reviewer will also be able to see the “Diagnosis” tab on the left once the case is open.

The “System”, “Organ”, and “Primary Branch” fields of the Diagnosis view can be chosen from the drop down menu. The “Secondary Branch” and “Notes” fields are filled by clicking in the field and adding text. Once the Diagnosis field is completed, click on the “Complete and Sign” button.

A confirmation window that will pop up. If the Case is complete, the Reviewer finalizes the Protocol process by clicking the blue “Confirm” button.

The Reviewer’s signature will be added to the case and the Case will be moved to the “Complete” section in the Cases view.

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