Implementation Checklist

The following is a checklist for existing users upgrading to the 2.0 release and is aimed at both the person doing the upgrade and the administrators responsible for systems operations. 

It provides a list of things that you may need to do in order to take advantages of the new features in this release.  They are in no particular order. Note that the totally new features (such as the Online Booking) are not included here.

  • Revised reports and documents - some reports and most documents have been corrected and/or revised. You should load the new templates.
  • Reminder jobs should be configured:
  • Address formats (see Administration|Lookups|Address Format) - check these to see that they suit your requirements.
  • Smart Flow Sheet
    • existing users need to contact Smart Flow to update their accounts.
      Failure to do so will mean that OpenVPMS will not be able to connect to Smart Flow Sheet.
    • Product Types should be configured to synchronise with Smart Flow Sheet
    • Smart Flow Sheet support should be notified when synchronising products for the first time as it affects existing billing parameters and treatment templates.
  • Improvements for multi-site practices - if you do have a practice that operates in more than one physical location, you will want to:
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