Implementation Checklist

Submitted by Guest on Sat, 10/08/2019 - 10:26

The following is a checklist for existing users upgrading to the 2.2 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.

Default Country

To ensure addresses are sent to IDEXX with the correct country, ensure that your country lookup is marked as default:

Go to Administration -> Lookups

Select Country in the Type dropdown

Verify you have a country lookup (e.g. Australia), with Default ticked

Template updates

Document templates

The following document templates were updated:

reports/Customer/Counter Sale/<size>/Counter Sale.jrxml
See OVPMS-2241, OVPMS-2249
reports/Customer/Credit/<size>/Credit.jrxml
See OVPMS-2241, OVPMS-2249
reports/Customer/Credit Adjustment/<size>/Credit Adjustment.jrxml
See OVPMS-2241
reports/Customer/Debit Adjustment/<size>/Debit Adjustment.jrxml
See OVPMS-2241
reports/Customer/Estimate/<size>/Estimate.jrxml
See OVPMS-2241, OVPMS-2249
reports/Customer/Estimate/<size>/Estimate Items.jrxml
See OVPMS-2137
reports/Customer/Estimate/<size>/Estimate Items-PT.jrxml
See OVPMS-2137
reports/Customer/Invoice/<size>/Invoice.jrxml
See OVPMS-2212, OVPMS-2241, OVPMS-2249
reports/Customer/Invoice/<size>/Invoice Items.jrxml
See OVPMS-2137, OVPMS-2212
reports/Customer/Invoice/<size>/Invoice Items-PT.jrxml
See OVPMS-2137, OVPMS-2212
reports/Customer/Receipt/<size>/Receipt.jrxml
See OVPMS-2241, OVPMS-2249
reports/Customer/Refund/<size>/Refund.jrxml
See OVPMS-2241, OVPMS-2249
reports/Customer/Statement/<size>/Statement.jrxml
See OVPMS-2249
reports/Letterhead/<size>/Letterhead AddressBlock.jrxml
See OVPMS-2372
reports/Letterhead/A5/Letterhead AddressBlock-A5.jrxml
See OVPMS-2372
reports/Patient/Insurance/<size>/Insurance Claim.jrxml
See OVPMS-2241
reports/Patient/Insurance/<size>/Insurance Claim Invoice.jrxml
See OVPMS-2241, OVPMS-2249, OVPMS-2341
reports/Patient/Insurance/<size>/Insurance Claim Medical Records.jrxml
See OVPMS-2283, OVPMS-2292
reports/Patient/Medical Records/<size>/Medical Records.jrxml
See OVPMS-2283, OVPMS-2292
reports/Patient/Medical Records/<size>/Problems.jrxml
See OVPMS-2292
reports/Product/Stock Adjustment/<size>/Stock Adjustment.jrxml
See OVPMS-2241, OVPMS-2249
reports/Product/Stock Transfer/<size>/Stock Transfer.jrxml
See OVPMS-2241
reports/Reporting/Bank Deposit/<size>/Bank Deposit.jrxml
See OVPMS-2241
reports/Reporting/Charges/Search/<size>/Charges.jrxml
See OVPMS-2239
reports/Reporting/Till Balancing/<size>/Till Balance.jrxml
See OVPMS-2241
reports/Supplier/Credit/<size>/Supplier Credit.jrxml
See OVPMS-2241
reports/Supplier/Delivery/<size>/Delivery.jrxml
See OVPMS-2048, OVPMS-2241
reports/Supplier/Invoice/<size>/Supplier Invoice.jrxml
See OVPMS-2241
reports/Supplier/Order/<size>/Order.jrxml
See OVPMS-2241
reports/Supplier/Refund/<size>/Supplier Refund.jrxml
See OVPMS-2241
reports/Supplier/Remittance/<size>/Supplier Remittance.jrxml
See OVPMS-2241
reports/Supplier/Return/<size>/Supplier Return.jrxml
See OVPMS-2241
reports/Workflow/Appointment/<size>/Appointment.jrxml
See OVPMS-2241
reports/Customer Order/Pharmacy Order/<size>/Pharmacy Order.jrxml
See OVPMS-2241
reports/Customer Order/Pharmacy Return/<size>/Pharmacy Return.jrxml
See OVPMS-2241
reports/Workflow/Message/<size>/Audit Message.jrxml
See OVPMS-2363
reports/Workflow/Message/<size>/Message.jrxml
See OVPMS-2363
reports/Workflow/Message/<size>/System Message.jrxml
See OVPMS-2363
reports/Workflow/Task/<size>/Task.jrxml
See OVPMS-2241

For sites using standard templates, these can be loaded using:

toolbox template --load documents --size <size>

where <size> may be A4, A5 or Letter. This will load all document templates, so should not be run on sites that customise these. Sites that customise these should refer to the following sections for specific changes.

Report templates

The following report templates were created or updated:

reports/Reporting/Charges/Work In Progress/<size>/Work In Progress.jrxml
See OVPMS-2239
reports/Reporting/Reminders/<size>/Patient Reminders.jrxml
See OVPMS-2300
reports/Reporting/Reports/Customer/<size>/Customer Acquisition Report.jrxml
See OVPMS-2245
reports/Reporting/Reports/Customer/<size>/Customer Referral Report.jrxml
See OVPMS-2241
reports/Reporting/Reports/Customer/<size>/Customer Retention Report.jrxml
See OVPMS-2241
reports/Reporting/Reports/Customer/<size>/Estimates Report.jrxml
See OVPMS-2332
reports/Reporting/Reports/Customer/<size>/Estimates Report subreport.jrxml
See OVPMS-2332
reports/Reporting/Reports/Financial/<size>/Key Performance Indicators.jrxml
See OVPMS-2241
reports/Reporting/Reports/Financial/<size>/Practice Summary_CountVisitsLocation.jrxml
See OVPMS-2241
reports/Reporting/Reports/Financial/<size>/Practice Summary_IncomeByClinician.jrxml
See OVPMS-2241
reports/Reporting/Reports/Financial/<size>/Practice Summary_PaymentsByLocation.jrxml
See OVPMS-2241
reports/Reporting/Reports/Patient/<size>/Due Patient Reminder Report.jrxml
See OVPMS-2386
reports/Reporting/Reports/Patient/<size>/Patient Acquisition Report.jrxml
See OVPMS-2241
reports/Reporting/Reports/Patient/<size>/Patient History Search.jrxml
See OVPMS-2292

For sites using standard templates, these can be loaded using:

toolbox template --load reports --size <size>

where <size> may be A4, or Letter. This will load all report templates, so should not be run on sites that customise these. Sites that customise these should refer to the following sections for specific changes.

Medical Records and Insurance Claim Medical Records

The Medical Records.jrxml and Insurance Claim Medical Records.jrxml templates have been updated to:

display notes > 5000 characters.
include times

These can be loaded using:

toolbox template --load "Medical Records" "Insurance Claim Medical Records" --size <size>

For sites that customise these, the field $F{note} needs to be replaced with a variable $V{note}, with the expression:

$F{shortName}.equals("act.patientClinicalNote") 
   || $F{shortName}.equals("act.patientClinicalAddendum") 
? EVALUATE("document:text(., 'note')") 
: null

See:

Problems

The Problems.jrxml template has been modified in order to display notes > 5000 characters.

This can be loaded using:

toolbox template --load "Problems" --size <size>

where <size> may be A4, A5 or Letter.

For sites that customise this, the field $F{note} needs to be replaced with a variable $V{note}, with the expression:

$F{shortName}.equals("act.patientClinicalNote") 
   || $F{shortName}.equals("act.patientClinicalAddendum") 
? EVALUATE("document:text(., 'note')") 
: null

See OVPMS-2292

Author changes

Each primary object now tracks who created or updated it. The author node that was present on acts is no longer supported.

Where a template previously used:

author.entity.name

it should now use:

createdBy.name

Where a site customises any of the above document or report templates, they will need to be updated to replace uses of author.entity.name with createdBy.name and reloaded.

See OVPMS-2241

Customer and patient createdDate

Templates that use the party.customerperson or party.patientpet createdDate field should instead use created.

Reports that query the createdDate from the entity_details table should instead use entities.created.