This project will extend the functionality provide by the Laboratory Price Update project to those online laboratory providers integrated via the Laboratory API.

It will provide support to update product prices associated with Laboratory Tests.

1. Product price updates can be triggered by clicking a button, Update Product Prices, in Admininistration - Laboratory

• This is only available when a laboratory provider is selected.
• This will examine all of the tests associated with the laboratory, that have a non-zero price.   

2. Products that use the tests will be shown in an Update Product Prices window

• The window will display the product, associated test(s), new cost and unit price, and the existing cost and unit price
• Products are only shown if their current cost price is different to the sum of the test prices.
• Users may select the products that should be updated.
• By default, all those products whose unit prices will increase will be selected.

3. Product price updates may also be triggered after clicking the Synchronise Data button in Administration - Laboratory

• This will check the prices of products associated with any tests that were updated

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.

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.

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

Currently the only way to print receipts is to:

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