Before exploring this in-depth guide to using OpenVPMS and getting the most out of its functions, please take a moment to read about the product's key concepts:
Key concepts
Use the OpenVPMS interface to:
So, those are the basics. Now we'll begin the detailed guide to getting the most out of OpenVPMS. Let's get started!
The purpose of this module is to handle all the interactions you might have with the customer. They range from information about the customer to developing estimates to invoicing to notes about the customer.
This workspace display the details about the customer. Manage all aspects of the highly detailed Customer profiles.
This workspace generates documents and stores files that are related to this customer record. Attachments of any file, completed forms or letters.
This workspace generates estimates for the customer. An "estimate" can be easily converted to a "charge" by pushing the buttom on the bottom of the screen. Estimations are saved and can be used for direct invoicing.
This workspace invoices the customer. A "charge" can be finalized. Manage invoices, credits or counter sales (non-patient associated billing).
This workspace applies payments on customer invoices. They are applied in the order of oldest invoice to newest invoice. Manage payments, receipting and refunds.
This workspace display the account status of the customer. Summarise all Charges and Payments. View statement history. Alter accounts (if you have the correct permissions).
This workspace display and stores notes about the customer.
The purpose of this module is to handle all the interactions you might have with the patient (animal). They range from information about the patient to the electronic health record history of the patient.
This workspace display the details about the patient. Manage all aspects of the Patient profile (eg.Account types, contacts, billing types, etc).
This workspace stores the medical records history of the patient. Allows management of case records, problem based histories, reminders, alerts, investigations (eg. lab results) and attachments (images, documents or files).
The purpose of this module is to handle all the interactions you might have with suppliers (product) and referrals.
Manage the supplier profile. Apart from contact and billing details, suppliers can also be associated with specific products they might supply.
Attach any type of file, completed forms or letters.
Currently allows generation of invoice style orders using the product database. These orders can then issued using pre-existing templates.
This is used to acknowledge the receivership of orders.
Manage invoices or credits.
Manage payments, receipting and refunds.
Summarise all Charges and Payments. View statement history. Alter accounts if you have the correct permissions.
The purpose of this module is to handle appointment scheduling.
Date-based lists for appointments.
Contains lists of tasks relating to a particular Patient. eg. Consultations in a Waiting Room List)
Allows messages relating to a patient to be left for other users.
Lab results, digital imaging imaging studies and other scheduled tests are managed here.
The purpose of this module is to handle all the interactions you might have with suppliers (product) and referrals.
Considerable detail beyond just pricing information can be stored in the Product profiles which are managed here.
Information about stock.
The purpose of this module is to deliver reports on your veterinary business.
Tools for clearing and balancing the Till(s). Previous balances can be examined in detail.
Till balances can be deposited to any number of accounts which are managed here. Deposit slips for banking can be generated.
Till balances can be deposited to any number of accounts which are managed here. Deposit slips for banking can be generated.
Till balances can be deposited to any number of accounts which are managed here. Deposit slips for banking can be generated.
Reminder runs with capacity for various posting methods is managed from a similar rich interface as statements.
Running reports and report results are accessed here.
The purpose of this module is to administer the OpenVPMS application.
Organizations are entities such as Deposit Accounts, Schedules, Practice Locations, etc. Organization objects are what allows the program to be uniquely configured for each different practice.
Types are special lists which relate to the organization objects. Examples include; Appointment types (Schedules), Product types, Reminder types and Task types (Worklists).
All documents created the various Document workspaces (ie. Customer, Patients) are based on templates which can be customized here.
The contents of the various List Boxes are managed here, allowing addition of new items and entries.
Managing users accounts within the system.
Managing the group role of users within the system.
Managing permissions of users/groups within the system.
Managing the relationship of data types within the system
The Open VPMS application is divided into Modules and Workspaces. After logging into the application, the Modules are listed across the top of the screen. From left to right, they are:
Each module has a set of sub-sections called Workspaces. These are listed on the application tree which maps out the structure of the application in broad terms but a detailed reference manual encompassing all areas is beyond the scope of this handbook. We hope that the missing elements will be contributed by the user and implementor community.