Seeking Funding

Task default notes

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$480
Due date for completion of this stage: 
13/03/2017
Release: 
Future
Project funding: 

You can donate money to this project by entering the amount above and clicking the 'Add to cart' button. In the Checkout process you can either choose to pay now (via Bank Transfer, Cheque or Pay Pal) or you can pledge the amount by choosing the 'Pledge a payment for a Development Project' method. If you make a pledge, then when we have 100% funding commitments, you will be notified by email and you can then action your payment. Note that development will not commence until all funds are received.

Project description: 

This project will allow Task Types to specify default text that appears in the Notes field of Tasks.

This can be used as a prompt to users e.g.:

1. Task Type = Phone Call -> Default note is: "Call XXX back Re: YYY on ZZZ"

2. Task Type = Follow Up Feedback -> Default note is: "O reports PATIENTNAME is XXX"

To support this, the Task Type archetype will have a Default Notes field. This will support static text of up to 255 characters.

When editing a Task, selecting or changing the Task Type will set the Notes to that of the task type's Default Notes.

 

Appointment estimates

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$1510
Due date for completion of this stage: 
10/01/2016
Release: 
Future
Project funding: 

You can donate money to this project by entering the amount above and clicking the 'Add to cart' button. In the Checkout process you can either choose to pay now (via Bank Transfer, Cheque or Pay Pal) or you can pledge the amount by choosing the 'Pledge a payment for a Development Project' method. If you make a pledge, then when we have 100% funding commitments, you will be notified by email and you can then action your payment. Note that development will not commence until all funds are received.

Project description: 

This project will add support to create an Estimate when creating an appointment to:

  • help establish charges for a customer prior to them checking-in
  • provide an estimate for a type of appointment
    Appointment Types will be extended so that products may be linked to them. These will be added to the Appointment estimate when the Appointment Type is selected. E.g. a Appointment Type for desexing might link to a Desexing template.

User Interface

The Estimate will be displayed on a new Estimate tab, beneath the appointment details. The existing customer and patient alerts will be displayed on an Alerts tab, if any are present.

The Estimate will only be populated with products linked to the Appointment Type when both a Customer and Patient is selected. If a product requires a patient weight and none is recorded for the patient, this will be prompted for.

If any of the Customer, Patient, or Appointment Type changes, then the Estimate will be cleared.

If the Estimate is given an Expiry Date, this must be greater than the appointment Start Time.

If an Estimate has been Invoiced, Cancelled, or Finalised, it will be displayed read-only.

Workflow

There will be no workflow changes as a result of introducing estimates to appointments. It is is envisaged that users will invoice the estimate while performing a Check-In or Consult.

 

Product template testing

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$1920
Due date for completion of this stage: 
02/12/2015
Release: 
Future
Project funding: 

You can donate money to this project by entering the amount above and clicking the 'Add to cart' button. In the Checkout process you can either choose to pay now (via Bank Transfer, Cheque or Pay Pal) or you can pledge the amount by choosing the 'Pledge a payment for a Development Project' method. If you make a pledge, then when we have 100% funding commitments, you will be notified by email and you can then action your payment. Note that development will not commence until all funds are received.

Project description: 

This project willl add support to test Product Templates when editing them.

Testing will be done via a new Test tab. This will display:

  • a choice to test Invoice or Estimate. Invoice will be selected by default
  • the patient species
  • the patient weight
  • the practice location, to determine service ratios/pricing groups
  • the Invoice or Estimate totals
  • a table containing the results of expanding the template, or an error message, if the template fails to expand

The Test tab will automatically update with the expanded template, whenever it is selected, to support rapid testing.

Template Expansion

The results of the template expansion will be displayed in a table, with one row per line item.

For invoices, the table will have the following columns:

  • Product
  • Quantity
  • Fixed Price
  • Unit Price
  • Tax
  • Total

For Estimates, the table will have the following colunms:

  • Product
  • Low Qty
  • High Qty
  • Fixed price
  • Low Unit Price
  • High Unit Price
  • Low Total
  • High Total

Where a quantity has been calculated from a product dose, it will be highlighted in light blue.

Exclusions

This project will not:

  • display medication, reminder, investigations or documents that would be produced by the template expansion.
  • support discounts
  • support customer tax exclusions

 

Select Practice Location after Login

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$1510
Due date for completion of this stage: 
06/06/2014
Project funding: 

Pledges can be made by email by clicking here.
Development will not commence until fully funded.

In OpenVPMS, users can be linked to one or more Practice Locations. One of these locations can be specified as the default, which will be automatically selected at login.

This project will provide the option to:

  • prompt users linked to multiple Practice Locations to select the Practice Location to use when logging in; and
  • suggest an initial Practice Location based on the user's IP address

This will be enabled by extending the:

Print receipts instead of invoices

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$850
Due date for completion of this stage: 
10/05/2014
Project funding: 

You can donate money to this project by entering the amount above and clicking the 'Add to cart' button. In the Checkout process you can either choose to pay now (via Bank Transfer, Cheque or Pay Pal) or you can pledge the amount by choosing the 'Pledge a payment for a Development Project' method. If you make a pledge, then when we have 100% funding commitments, you will be notified by email and you can then action your payment. Note that development will not commence until all funds are received.

Project description: 

Currently the only way to print receipts is to:

  • perform a payment in Customer - Payments
  • select a payment in Customer - Account, and click Print

To better integrate OpenVPMS with cash-drawers that are triggered by receipt printing, this project will provide the option to:

  • print receipts
    • during the Check-Out workflow
    • during an OTC transaction
    • when doing a payment for a finalised charge in Customer - Charges
  • disable printing of invoices
    • during Check-Out
    • during OTC
    • in Customer - Charges

To do this:

Store multiple tax amounts

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$3490
Due date for completion of this stage: 
10/05/2014
Project funding: 

Pledges can be made by email by clicking here.
Development will not commence until fully funded.

NOTES:

Query by Product Type

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$520
Due date for completion of this stage: 
19/08/2013
Project funding: 

Public pledges can be made to this forum topic or email me directly by clicking here (link only works in the forum).
Development will not commence until fully funded.

This project will enable products to be queried by product type (Vaccinations, Microchip etc)

It will add a new dropdown field named Product Type to the Product browser, in between the Type and Search fields.

It will default to All, indicating to query all product types.

Automate End Period

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$685
Due date for completion of this stage: 
31/07/2013

This project will enable End Period processing to be scheduled to run automatically using the new Quartz scheduling support.

This will be configured via the Administration|Organisation workspace, using a "Job Configuration: End Period" configuration archetype.

This will use cron-like syntax to specify the day/time when the job should be run. Note that the statement date will be the day when the job is run, -1.

Automatically refresh workspace on display

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$1510
Due date for completion of this stage: 
27/07/2013
Project funding: 

Pledges can be made by email by clicking here.
Development will not commence until fully funded.

In many workspaces, the  Find button must be clicked to refresh the display.

E.g.

1. User A displays the Charges for customer X, then switches to their Information

2. User B invoices customer X

3. User A switches back to viewing Charges for customer X

Presently, when User A switches back the Charges workspace, they will see the old charges. User A then needs to click Find to get the new invoice added by User B.

This project will add support to automatically refresh the display when switching from one workspace to another.

Email attachments enhancements

Development Project Status: Seeking Funding

Total cost estimate (ex-Tax): 
$1600
Due date for completion of this stage: 
18/07/2013
Project funding: 

You can donate money to this project by entering the amount above and clicking the 'Add to cart' button. In the Checkout process you can either choose to pay now (via Bank Transfer, Cheque or Pay Pal) or you can pledge the amount by choosing the 'Pledge a payment for a Development Project' method. If you make a pledge, then when we have 100% funding commitments, you will be notified by email and you can then action your payment. Note that development will not commence until all funds are received.

Project description: 

This project will enhance the email window to enable:

  • multiple attachments to be selected when clicking Attach in the email editor
  • better support for deleting attachments on tablets
  • customer account documents to be attached
  • customer estimates to be attached

Multiple Attachments

The Attach Documents window will allow multiple documents to be attached by displaying a check-box next to each document. 

Attachment Deletion

Currently, attachments are deleted by clicking on them and pressing the Delete key.

To better support tablets, an X icon will be displayed next to the attachment when it is selected. Clicking it will cause the attachment to be deleted.

Customer Account Documents

For customer and patient workspaces, the The Attach Documents window will include a Customer Account tab displaying invoices, payments, refunds etc to attach.

The tab will include:

  • a dropdown to filter documents by type
    This will allow multiple selection. By default, it will show all invoices and payments. 
  • a status filter
    By default, it will show all Finalised documents
  • a date range filter
    This will allow documents to be filtered on date. It will default to all documents

Multiple documents may be selected.

Customer Estimate Documents

For customer and patient workspaces, the The Attach Documents window will include a Customer Estimates tab displaying estimates. 

The tab will include:

  • a status filter
    By default, it will show all Finalised and Invoiced estimates
  • a date range filter
    This will allow estimates to be filtered on date. It will default to all estimates
  • Multiple documents may be selected.

Exclusions

Multiple attachments won't be supported when clicking Attach File. This is due to a limitation of the web framework, echo2.

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