Can I use reminders this way
Hi,
I am trying to work out if we can use reminders in this way...
What I want to achieve is prompts and a nice audit trail for certain processes.
For example... Lets say we have an individual cremation...
- Individual cremation charged.
- Reminder generated - "Call cremation company for pickup".
- Pickup happens - Staff member charges "Cremation - Body Picked up"
- Reminder generated - "Body being cremated - Awaiting return"
- Body returns - Staff member charges "Ashes returned"
- Reminder generated - "Call owner to pick up ashes"
- Owner picks ashes up - Staff member charge "Ashes given to owner"
- Reminders expire.
I would want reminders to be generated automatically when the charges were applied.
Comments? Issues? Am I missing something?
Re: Can I use reminders this way
Humm:
a) you can get the system to generate a reminder when an item is invoiced
b) you can make each of the reminders in the cremation chain part of the same reminder group so that the next one cancels the previous one. Although you could use the same 'cremation event' reminder type for each in the chain except for the last (see below) it is probably best to use a different type for each one in the chain - so that from the reminder you can see what stage you are up to.
c) the last reminder in the chain (that generated by the "Ashes Given To Owner" sale needs to set as a 'stopper' reminder - see http://www.openvpms.org/documentation/csh/1.8/admin/type/reminderType#st... (or the 1.9 version http://www.openvpms.org/documentation/csh/1.9/admin/type/reminderType#st... )
Problems:
1) the 'cremation' reminders will be in the same pool as the patient reminders and you certainly don't want them sent out to the customer - but rather to some staff member. Suggested fix: set the reminder intervals (except for that of the stopper) to say 3 years - so that they never become due - and build a report that explicitly looks for cremation reminders.
2) I suspect that the system will not try to send a reminder for a deceased patient - hence the above problem may not in fact exist.
Recommendation: suck it and see
Regards, Tim G
Re: Can I use reminders this way
Hi Tim,
thanks for the reply.
- I was hoping to avoid the issue of a reminder ever being sent to a client by not attaching a template to any of the reminders.
Help says - Templates tab - this is used to display and edit the Document Template to be used when printing reminders of this type. You should have at least one template defined. You can set up multiple templates so that different reminder notices are generated for the initial reminder and first, second, etc overdue notices. (If you don't have any templates, then when the reminders are processed usingReporting|Reminders, any reminders of this type will be skipped and nothing can be sent to the customer. However, the reminder is displayed in the Patients|Medical Records screen, and thus does function as an aide-memoire to clinicians and staff.) The fields are as follows:
Or am I misunderstanding how this works?
- Ok, I understand why I have to group these.
- While the system will not send a reminder for a deceased patient, will it still generate one?
Re: Can I use reminders this way
Humm - you must remember that I don't write the code - just play with it and write some of the documenation - and I am afraid that I am past recalling everything I have written/read.
I do suspect that you are correct about 'no template = no send out'.
Deceased == no generate reminder: don't think so, I just deceased ZZ-Dog and was able to generate a Dental Check reminder for him. I was also able to charge him for a worming and this generated the reminder for the next worming.
So I think your proposed setup should work. However, I suspect that you will need a 'Cremation Reminders' report so you can check what stage things are up to.
I just ran Reporting|Reminders and it did not show up ZZ-Dog's worming reminder - UNITIL I gave him the appropriate rescusitation and managed to un-decease him. Then his worming reminder did appear. So you will need a 'Cremation Reminders' report that ignores the fact that the patient is deceased and deactivated.
Regards, Tim G
Re: Can I use reminders this way
Re: Can I use reminders this way
Hi,
Ok, so I have decided to tackle a different problem first and try to set up a reminder system to email people a link they can give us feedback on. I have set this up so that 2 days after a consult it should generate a reminder. We will run this daily. I have set these to cancel after 4 days.
Issues:
- We don't really need a document attached to this reminder - however Open seems to want one. I have just attached a blank OO doc file to satsify this.
- We have never really used "purposes" for any contact type (whole variety of reasons). Thus no contact has "Reminder" set for anything. So Open wants to post reminders rather than emailing.
Questions I couldn't' work out from playing/documentation:
- Can I force Open to email reminders and never try to post?
- If not I presume we can run a script to attach "Reminder" flags to all email addresses.
- Can we set the system to add "reminder" flags to all email addresses by default? Because of the way our patient details are entered into OVPMS there is no way we will be able to achieve this manually.
Thanks,
Adrian
Re: Can I use reminders this way
Adrian:
a) "Can I force Open to email reminders and never try to post?" YES - tweak theit preferred email address to have purpose Reminder
b) Script - YES - attached is the set of SQL statements I used when cleaning up our system. My problem was that most of our customer's phone contact had Reminder set (I did this when converting from RxWorks) and I needed (preparing for the switch to emailing reminders) to adjust things so that all customers who had an email address got the Reminder purpose cleared from the phone contact and set for the email contact. Notes:
c) "Can we set the system to add "reminder" flags to all email addresses by default?" NO - you cannot do this via the archetypes. The best I can suggest is that you look for customers who have email contacts with either 0 or >1 that have purpose Reminder set. You could do on say a monthly basis, either by writing a report - or using the SQL statement that does "find customers email contacts with either > 1 or 0 set with purpose Reminder" in the attached (see line 76).
Regards, Tim G
Re: Can I use reminders this way
There's a project to configure rules as to how reminders should be sent here: http://www.openvpms.org/project/reminder-processing-rules
This would allow you to force reminders to be sent via email.
At this stage, reminders have to have attachments. We may investigate support for email reminders without them post 1.9.
Re: Can I use reminders this way
we use a worklist for what you describe at the start of the thread. Each of your steps is a column on the worklist and as each step is completed, the nurses move it across to the corresponding new column. Is REALLY simple.