Adding New Customers

Submitted by Guest on Tue, 23/06/2009 - 10:00

General User's Discussion

Morning All :)

Just two little queries relating to adding new customers... :)

1. Person / Organisation - The Customer(Person) / Customer(Organisation) selection dialog is now redundant in V1.3. Would be great if we could remove this screen in sites who have moved to V1.3 as it will be one less screen for them to work in when adding new customers... :) How do we change the systems so we can remove this?

2. Customer / Information / Tabs - It would be great if the 7 CUSTOMER / INFORMATION tabs came up straight away in the NEW CUSTOMER screen. (i.e. like the PATIENT / INFORMATION tabs do.) Is there someway we can change the system to default to have these tabs come up with the NEW CUSTOMER screen?

Cheers :)

Gerrie

Gerrie Cooney BSc

Business Development Consultant

Essentia Consulting

M 0408 811 883

F (08) 6311 7431

E gerrie@essentia-consulting.com

Re: Adding New Customers

Submitted by chris (not verified) on Tue, 23/06/2009 - 11:00.

Again a great idea. Gerrie sees on a day to day basis the complications of the system, the rest of us learn to live with it

Chris Barton

Re: Adding New Customers

Submitted by Tony De Keizer (not verified) on Tue, 23/06/2009 - 11:00.

Hi Gerrie,

The customer Organisation archetype was maintained for backward compatibility with sites that have used this archetype. You can readily edit the archetype to stop it from prompting for a customer type on New by unsetting the primary flag.
ie. Administration -> Archetypes

Select *customerorganisation

Edit. Unselect primary

Done

I agree. At one stage we did this to have a quick customer add screen. Wasn’t a great idea but has persisted. Easy to change though so if everyone agrees I can JIRA change and implement immediately for version 1.4

Cheers
Tony
P.S. You don’t have to live with anything in this project .. Just speak up and we will listen :-)

Re: Adding New Customers

Submitted by Gerrie (not verified) on Tue, 23/06/2009 - 11:00.

Thanks Tony... :)

Gerrie

Re: Adding New Customers

Submitted by tanderson on Tue, 23/06/2009 - 13:00.

From a technical perspective, there's no reason that party.customerorganisation archetype can't be dropped. There's a small bit of development work to remove the places in the code where its referred to, and to write a migration script to convert existing party.customerorganisation instances to party.customerperson. There's possibly a case for renaming party.customerperson to party.customer as well. Tony? -Tim

Re: Adding New Customers

Submitted by Tony De Keizer (not verified) on Tue, 23/06/2009 - 13:00.

Hi Tim,

Agree with the migration strategy. Don’t think there is a need, apart from being tidy, to rename the remaining archetype though.

Cheers Tony

Re: Adding New Customers

Submitted by tanderson on Thu, 25/06/2009 - 16:30.

Raised as https://openvpms.atlassian.net/browse/ARCH-16

-Tim

Re: Adding New Customers

Submitted by Matt C on Tue, 23/06/2009 - 14:00.

Hi all,

1. Great to be able to turn this off without changing code. A credit to the OpenVPMS design.

2. I'll leap to the defense of the quick add idea. When we were training initially, having 7 tabs appear when adding a new client was a confronting and confusing experience for our new users. Now we are so used to them we don't even see the tabs.

The customer "quick add" screen (the reason there is a + button in the top right screen) used to show a limited number of "essential" tabs used in the context of adding a new client over the phone (Namely Patients, Contacts and Identities from memory). Then the full details were completed when the client arrived at the clinic. Somewhere along the line all the tabs dissapeared in the quick add screen...

My preferred solution is a configurable option as to what tabs appeared in the initial screen that could be adjusted from clinic to clinic. It seems a shame to erase an incremental training feature all together.

Cheers,

Matt C

Adding New Customers

Submitted by bellvet on Wed, 15/07/2009 - 13:45.

Sandra @ Bellarine

Hi,

I would love to see just one screen when adding new customers. I imagine this with no tabs at all just the one big screen that would include ALL entries required when adding a new customer. This would make it difficult for staff to miss getting the required client details as all fields would be in front of them. When we started with OpenVPMS we found that working accross the tabs to add contacts, etc was more time consuming and more clicks (yes I know you can Alt 1, Alt 2 etc but it's still not as easy as just hitting tab to go from one entry field to another). I think one of the major benefits of having one screen only is that it would make it much more difficult for staff to miss adding client details.

What do other users think?

Sandra.

One new customer screen to rule them all

Submitted by Matt C on Mon, 20/07/2009 - 18:34.

Hi Sandra,

I probably would be a bit resistant to the idea of having all fields displayed in one screen. The Customer is such a detailed animal (it has SO many possible details to add- which I love) that to have one screen showing them all would make for an extrememly busy/messy screen I suspect. OpenVPMS is a very simple interface. I also really like the tabs in terms of categorising and organising the information it presents.

But perhaps this solution is a comprimise?

A new customer screen where you only have one screen, no tabs at all but to determine which fields are shown, each clinic chooses from the list of all possible Customer details to belong to the "Quick Add" group (or better name).

This is the configurable option I was alluding to previously. For example, I REALLY like the Customer->Referred By field. I print a report weekly where staff have forgotten to record this vital bit of data so they can find it out for me. So I would love to have this field Required and in my "Quick Add" screen as described. But other clinics may not want this particular configuration. Hence the customisable option.

Whadd-ya reckon?

Matt C

Re: One new customer screen to rule them all

Submitted by craigc (not verified) on Mon, 20/07/2009 - 19:00.

Funnily enough I was just looking at this a short while ago. I was thinking of something similar to your idea Matt in the form of a new customer wizard-you could have the essential fields customisable by clinic as you say, but instead of one screen the receptionist has to "Next" through a number of dialogues, making the essential fields even harder to skip (you would probably still have to have a skip option for cases where the information was not available, but they would have to consciously select skip).

I would have thought a wizard would be at least as quick, if not quicker than a single Quick-Add screen.

Cheers

Craig

_______________________________ Craig Challen Vetwest Animal Hospitals

-----Original Message----- From: users-bounces@lists.openvpms.org [mailto:users-bounces@lists.openvpms.org] On Behalf Of mpcosta@boroniavet.com.au Sent: Monday, 20 July 2009 16:35 To: users@lists.openvpms.org Subject: [OpenVPMS Users] One new customer screen to rule them all

Hi Sandra, I probably would be a bit resistant to the idea of having all fields displayed in one screen. The Customer is such a detailed animal (it has SO many possible details to add- which I love) that to have one screen showing them all would make for an extrememly busy/messy screen I suspect. OpenVPMS is a very simple interface. I also really like the tabs in terms of categorising and organising the information it presents.

But perhaps this solution is a comprimise? A new customer screen where you only have one screen, no tabs at all but to determine which fields are shown, each clinic chooses from the list of all possible Customer details to belong to the "Quick Add" group (or better name). This is the configurable option I was alluding to previously. For example, I REALLY like the Customer->Referred By field. I print a report weekly where staff have forgotten to record this vital bit of data so they can find it out for me. So I would love to have this field Required and in my "QuickAdd" screen as described. But other clinics may not want this particular configuration. Hence the customisable option.

Whadd-ya reckon?

Matt C _______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu

_______________________________________________ OpenVPMS User Mailing List users@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu

Re: One new customer screen to rule them all

Submitted by Matt C on Mon, 20/07/2009 - 19:00.

Hey Craig, Love it. Good one. What if (and this is implicit in your suggestion) the Wizard "steps" were configurable by clinic through a "Wizard Designer" populated in this case by details of the Customer. Now if this was true, it is only a very short step to say that this type of configurable process was called say a "User Wizard". This could provide the basis to allow users to configure all the Wizard type processes in OpenVPMS. eg. The Consult workflow, the Admit workflow etc etc

Matt C

On Mon, 20 Jul 2009 16:42:46 +0800, "Craig Challen"

wrote:

> Funnily enough I was just looking at this a short while ago. I was thinking

> of something similar to your idea Matt in the form of a new customer > wizard-you could have the essential fields customisable by clinic as you > say, but instead of one screen the receptionist has to "Next" through a > number of dialogues, making the essential fields even harder to skip (you > would probably still have to have a skip option for cases where the > information was not available, but they would have to consciously select > skip). > > I would have thought a wizard would be at least as quick, if not quicker > than a single Quick-Add screen. > > Cheers > > Craig > > _______________________________ > Craig Challen > Vetwest Animal Hospitals > > -----Original Message----- > From: users-bounces@lists.openvpms.org > [mailto:users-bounces@lists.openvpms.org] On Behalf Of > mpcosta@boroniavet.com.au > Sent: Monday, 20 July 2009 16:35 > To: users@lists.openvpms.org > Subject: [OpenVPMS Users] One new customer screen to rule them all > > Hi Sandra, > I probably would be a bit resistant to the idea of having all fields > displayed in one screen. The Customer is such a detailed animal (it has SO

> many possible details to add- which I love) that to have one screen showing

> them all would make for an extrememly busy/messy screen I suspect. OpenVPMS

> is a very simple interface. I also really like the tabs in terms of > categorising and organising the information it presents. > > But perhaps this solution is a comprimise? > A new customer screen where you only have one screen, no tabs at all but to

> determine which fields are shown, each clinic chooses from the list of all

> possible Customer details to belong to the "Quick Add" group (or better > name). > This is the configurable option I was alluding to previously. For example,

> I REALLY like the Customer->Referred By field. I print a report weekly > where staff have forgotten to record this vital bit of data so they can > find it out for me. So I would love to have this field Required and in my > "QuickAdd" screen as described. But other clinics may not want this > particular configuration. Hence the customisable option. > > Whadd-ya reckon? > > Matt C > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu > > > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu >

Adding New Customers

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