The idea is to have a filter on the Summary section of Patient Medical records.

Text fields in Letters don't currently support macros. This would allow this.

This project has been costed by the developers and will require $825 to be raised in pledges before development can commence.

Being eligible for early testing of new functionality is dependent on having funded a projects development.

Development will not commence until the project is fully funded.

Pledges can be made be emailing op_funding[at]boroniavet.com[dot]au

Original forum: http://www.openvpms.org/forum/merge-field-macros-0

JIRA : https://openvpms.atlassian.net/browse/OVPMS-912

This project seeks to make account tracking that little bit easier for clerical staff.

It arose from the observation that sometimes, particularly with Reversals that staff may enter a rather prolonged pathway to get the balance correct and that explaining this later can be very difficult. The aim was to document the process of;

- Payments, credits, counter sales and refunds

in a flexible way.

Forum: www.openvpms.org/forum/changes-account-area

JIRA: jira.openvpms.org/jira/browse/OVPMS-908

The solution suggested by the users was the addition of a Notes field, the same as the field on Customer Invoices, to each of the above transaction types.

a) Add Notes field for payments, credits, counter sales and refunds
b) When the Reverse button was used to create one of the above types add "Created by Reversal" as a default text within the Notes field.
c) Add option to have a note as a mandatory field for some of the transaction types (specifically credits and refunds). This should be optional at a Clinic/location level.

Note that these fields are not intended for representation on the printed template but rather as an internal mechanism to annotate and log the reasoning behind the corrective transactions.

By adding a Print Quanitity option to the interactive print dialog, it avoids the need to press print multiple times when needing to print multiple copies of a document. This project seeks to have this added to the current print dialog.

Forum: www.openvpms.org/forum/printing-multiple-copies-patient-form

Jira: jira.openvpms.org/jira/browse/OVPMS-907

This project has been costed and is awaiting pledges for funding. Development will not commence until funding is 100% pledged.

 This project has stalled due to not meeting its 100% pledge amount.

 This project has been un-stalled due to interest expressed at Users meeting. Links to new revisions are included below.

Option to be able to set "Default Number of Copies" in Template description:

(Yet to be costed - Pending discussion in forum here)

Some documents have a fixed number of copies printed routinely. For example, 4 x admission labels. The idea would be that the default number in the above selector could be set within the Template/document description.

The idea of this sub project of the Business Analysis Toolkit is to allow the existing Report section to produce its reports in a limited set of export formats.

Namely;

CSV - for use in spreadsheet applications

XML - for use in programming and some database applications

The SQL from the reports will be used to generate the dataset but instead of merging to a pdf, the raw data will dump instead.

Forum: www.openvpms.org/forum/data-export

Jira: jira.openvpms.org/jira/browse/OVPMS-904

This project was contributed free of charge to the OpenVPMS community by Tony De Keizer of Vertical Connect. We are very thankful.

The goal is to get SMS communication into the following areas:

 Forum: www.openvpms.org/forum/sms-project

Jira: jira.openvpms.org/jira/browse/OVPMS-902 (Part 1)

1. Within the Customer summary will contain an SMS button. The button will only be enabled if there is a valid mobile number for the Customer that has an active Customer-Patient relationship.  This would pop up a standard compose email dialogue with the email address formatted appropriately for the email-sms provider (eg.i.e 0411999999[at]smsprovider.com[dot]au ).

Jira: jira.openvpms.org/jira/browse/OVPMS-902

(2). The ability to ADD SMS reminders as a method of delivery of reminders from within the Reminder configuration if a Customer has a valid mobile number.

This is now a new project here and IS NOT INCLUDED IN THE ESTIMATE ABOVE.

This project arose from a users desire to be able to send emails to customers simply by clicking a link in their Customer section.

The idea was that by clicking the link, a new email dialog would open, with their email address already populated in the To: field.

Forum: www.openvpms.org/forum/clickable-links-customer-contacts

Jira: jira.openvpms.org/jira/browse/OVPMS-905

Since then the project has expanded to become the following feature list:

This project is stalled due to failing to meet 100% pledged funds.

This project has been restored to Seeking Funding status to reflect new interest (16/08/10).

This project has had the $190 development fee added to its costing (13/10/10).

1. Every print dialogue associated with customer, supplier or patient templates will contain an Email button. The button will only be enabled if there is a valid email address for the Customer that has an active Customer-Patient relationship.  This would pop up a standard compose email dialogue with the document which was going to be printed already attached as a pdf.

1.1 A simple extension to this would be to also allow emailing to referred to/Referred from clinicians associated with the patient. If the patient had a valid referral the user would get the option to email to either the customer or the referral.

2. Adhoc from any customer, supplier, patient and reporting workspace. Also from the Customer Summary section on the Workflow spaces. The same dialogue but without attachment but ability to attach documents.

3. (In discussion) The ability to attach multiple documents from a particular Patient as attachments.

The idea for this project came from an idea raised by Sandra (Thanks Sandra!).

Forum: www.openvpms.org/forum/patient-form-description-checkout

JIRA: jira.openvpms.org/jira/browse/OVPMS-900

The feature would have a document print prompt appear when invoicing an item that has a linked document.

Examples where this might be useful is the generation of patient information that you need prior to the checkout process. Another scenario might be if you have documents that are always printed, printing them during billing will make the receptionists/cashiers checkout process that tiny bit faster.

There have been a few options that have been suggested to ensure it does not become a time killer whilst billing (ie. many dialogs popping up all over the place).

a) A document template can be set to automatically print as soon as the item is billed. eg. "Print Document Immediately". If the template is set to Interactive, a print dialog will appear. If not, the document prints as soon as the item is added.

b) The default for whether a template is set to be printed (Tick in the Print box) in the Checkout process is able to be set to True or False. This prevents the need for staff to untick boxes during checkout.

This project will enable add dose calculation support when invoicing medication products i.e. the quantity will be automatically calculated from the patient weight, drug concentration and rate for the patient species.

• It will only apply to medication products that have doses configured for the patient species and weight range.
• The medication need not have a label in order to have doses.
• This facility will be available when charging and estimating.
• It will not be supported:
  • when creating Medication records via Patients -> Medical Records -> Summary
  • for Counter Sales, as no patient is present.

Configuration

To support doses, medication products will include a new Doses field. This may have zero or more Dose elements that contain:

• Species - the species that the dose applies to. If unset, it applies to all species
• Minimum Weight - the minimum patient weight the dose applies to, inclusive
• Maximum Weight - the maximum patient weight the dose applies to, exclusive
• Weight Units - the units the weight is specified in. One of grams, kilograms, or pounds
• Concentration - the concentration of the dose. The concentration must be expressed in terms of the weight units.
• Rate - the dose rate
• Round To - the number of decimal places to round the calculated quantity to. One of 0, 1, or 2. Defaults to 2 decimal places.
   

Calculation

For medications with doses for the patient species and weight range, the invoiced quantity is calculated as:

Quantity = round(weight * Rate / Concentration)

where:

• weight is the patient weight, converted to the same units as the dose
• rounding is to the no. of units specifed by Round To

For medications with no doses for the patient species and weight range, the invoiced quantity is 0.0.

Presentation

In the Medication product, Doses will be displayed as a new tab, with each dose presented in a table similar to that used for Template Includes. Doses may be moved up or down in the table, to organise them in a meaningful way.

When charged, medications that have had their quantity automatically calculated from dose information will be highlighted. This will be done by displaying the Quantity field with a blue background in both the invoice item and medication label. Note that this will only be displayed when the item is first created, not on subsequent edits.

Relationship to product templates

When a product template is used, the quantity of medications with doses will override that specified by the template. e.g. if product template A includes 3 medication B, and medication B specifies a dose of 1.5 for the patient, then 1.5 will be used.

JIRA: OVPMS-1652

This feature was raised by Jocelyn in the forums. She was keen to have the ability to move appointments to other schedules on other dates.

Several options were suggested by Tony regarding how this might be acheived.

Forum: www.openvpms.org/forum/transfering-patients

Jira: jira.openvpms.org/jira/browse/OVPMS-899

This feature was raised by Jocelyn in the forums. She was keen to have the ability to move appointments to other schedules on other dates.

Several options were suggested by Tony regarding how this might be acheived.

Forum: www.openvpms.org/forum/transfering-patients

Jira: jira.openvpms.org/jira/browse/OVPMS-899

The project has been costed. It will cost $450 to develop and has been fully funded!

1. Transfer button.

This would be Ok but it would need to ask for schedule and or date to transfer to and this generally wouldn't facilitate a user being able to view available appointment times on other schedules , views or dates before they move.

2. Drag and Drop.

More technical solution but has a drawback in that you can't use across dates and views easily. I.e. would be Ok for same days, same view but not other scenarios.

3. Cut & Paste.

My preferred option. Highlight and cut an appointment. Navigate, check and do whatever you want until you are ready to paste and then paste. Application will automatically transfer all details to new slot you select changing only times, schedule etc. You could even do other things between the cut and paste

Currently the stand out option that has been supported, has been cutting and pasting the options described here by Tony in excellent "lay" language.

"...Lets expand on your scenario. Suppose a customer with an appointment today at 3pm rings up and wants to reschedule to another day preferably around the same time.

To do this using the transfer button approach we would first have to search for an appropriate free appointment slot that suits the customer and then go back to today's schedule and select the appointment, hit Transfer and enter appropriate schedule name, date and time.

I am proposing that instead of this approach we select appointment, hit a special Key (Cut) and then we can navigate through the appointment schedules, days etc until we find the appropriate suitable slot and select the slot and paste.

The appointment details as they were are automatically entered into the selected slot except schedule and time modified appropriately..."