Client research

Submitted by Guest on Thu, 19/02/2009 - 19:51

General User's Discussion

As Open VPMS runs on a browser interface would it be possible to use a browser history type section so that you could go back clients you had recently been working on without having to search - it would be easier to click on a recently accessed tab and choose the client than go through select again. This would be useful where we are interrupted by a phone call etc, change clients and then want to go back again. I know we can have multiple tabs open but usually we don't except on reception. Anyone have any thoughts?

Re: Client re-search

Submitted by Tony De Keizer (not verified) on Fri, 20/02/2009 - 09:01.

Hi Nick,

I think having a history of Customer/Patients selections is a great idea and has been raised before on the forums.

Unfortunately you cannot do it via browser history due to the type of web application OpenVPMS is but I think we can put some ideas together to add it as a feature request.

I was thinking of either a drop down box in the top bar or as a set of bread crumbs (clickable links just like the current customer and patient links in summary) under the top bar which showed the last 10 selected customers and /or patients pairs. You could then select from the drop down or click on the bread crumb to make that customer/patient the current.

I don't think this is a huge development task but would need to run it by the developers ..

Cheers Tony

> Tony De Keizer > Principal Consultant > Vertical Connect Pty Ltd > Phone: + 61 (0)3 97229824 > Mobile +61 (0)4 21347105 > Email: tony@verticalconnect.net > From: > Reply-To: , OpenVPMS User Mailing List > > Date: 19 Feb 2009 08:51:07 -0000 > To: > Subject: [OpenVPMS Users] Client re-search > > As Open VPMS runs on a browser interface would it be possible to use a browser > history type section so that you could go back clients you had recently been > working on without having to search - it would be easier to click on a > recently accessed tab and choose the client than go through select again. This > would be useful where we are interrupted by a phone call etc, change clients > and then want to go back again. I know we can have multiple tabs open but > usually we don't except on reception. > Anyone have any thoughts? > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/mailman/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/mailman/listinfo/users Posts from this mailing list can be viewed online and replied to in the OpenVPMS User's forum- http://tinyurl.com/openvfu

Combo prefereable to breadcrumbs - humble opinion

Submitted by Matt C on Fri, 20/02/2009 - 09:33.

I like the immediacy and lack of clicks breadcrumbs represent but would they run the risk of cluttering the currently clean interface? In the ideal world it would be a configurable choice.... but in the ideal world communism works also...

Matt

Re: Combo prefereable to breadcrumbs - humble opinion

Submitted by tanderson on Fri, 20/02/2009 - 11:01.

So an editable combo box next to the Select button?

This would replace the existing customer/patient description and work as follows: 1. allow free form text entry 2. on pressing enter, it would attempt to find a matching customer/patient 3. if there is a single match, it displays the customer/patient, otherwise pops up the customer/patient browser (as the select button currently does) 4. once a customer/patient is selected, it's description is added to the combo box 5. the combo box displays the currently selected customer/patient. 6. previous customer/patients are displayed in the drop-down in the order of selection, most recent first

-Tim

mpcosta@boroniavet.com.au wrote:

> I like the immediacy and lack of clicks breadcrumbs represent but > would they run the risk of cluttering the currently clean interface? > In the ideal world it would be a configurable choice.... but in the > ideal world communism works also... > > Matt

Re: Combo prefereable to breadcrumbs - humble opinion

Submitted by Tony De Keizer (not verified) on Fri, 20/02/2009 - 11:01.

Hi guys,

I am wondering if it would be best placed just above the customer/patient summary boxes so it is always visible when any workflow, customer or patient workspace is displayed.

It would be a drop down box that shows recent customer/patients. A new entry would be added whenever the customer or patient is changed. The list may show a customer only or a customer/patient depending on what the status of the customer and patient context was at time of change. Selecting from the list would set the current context to the customer and/or patient and redisplay the summary boxes appropriately.

Cheers Tony

> Tony De Keizer > Principal Consultant > Vertical Connect Pty Ltd > Phone: + 61 (0)3 97229824 > Mobile +61 (0)4 21347105 > Email: tony@verticalconnect.net > From: Tim Anderson > Reply-To: OpenVPMS User Mailing List > Date: Fri, 20 Feb 2009 10:01:52 +1100 > To: , OpenVPMS User Mailing List > > Subject: Re: [OpenVPMS Users] Combo prefereable to breadcrumbs - humble > opinion > > So an editable combo box next to the Select button? > > This would replace the existing customer/patient description and work as > follows: > 1. allow free form text entry > 2. on pressing enter, it would attempt to find a matching customer/patient > 3. if there is a single match, it displays the customer/patient, > otherwise pops up the customer/patient browser (as the select button > currently does) > 4. once a customer/patient is selected, it's description is added to the > combo box > 5. the combo box displays the currently selected customer/patient. > 6. previous customer/patients are displayed in the drop-down in the > order of selection, most recent first > > -Tim > > mpcosta@boroniavet.com.au wrote: >> I like the immediacy and lack of clicks breadcrumbs represent but >> would they run the risk of cluttering the currently clean interface? >> In the ideal world it would be a configurable choice.... but in the >> ideal world communism works also... >> >> Matt > > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/mailman/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu

Remembering clients

Submitted by bellvet on Fri, 20/02/2009 - 15:28.

Sandra @ Bellarine

This would be ABSOLUTELY FANTASTIC! This is what our clinic has struggled with the most since shifting over from RxWorks.

In RxWorks we had the ability to select the last ten clients worked on and they were clients you had worked on in any workspace. Also, if you saw them in reception and then they moved away and returned you wouldn't have to get their details again and search, they were available from the list. This was much quicker and if you couldn't remember their name your memory would be jogged by the list in front of you which is much nicer for everybody.

I'm wondering if the drop down box would be better where you enter the client name? Telll me if I'm wrong but I think then it would solve one of our staffs most vocal complaints. This is when they take a phone booking for one patient add it to the scheduler and then go to book an appt for the 2nd pet. At present that client is not retained in the memory. If the list of clients is in a list in the summary panel it's another click to get to them, where as if it's in the client field you be able to select them in the process of adding the second appt? The same goes for checking out a client, paying off their bill and then going to add another appt, they are not in the memory.

Sandra.

Attachment	Size
RxWorks client memory.doc	95 KB

Re: Remembering clients

Submitted by Tony De Keizer (not verified) on Mon, 23/02/2009 - 10:01.

Hi Sandra,

When you say next to the Customers Name do you mean only in customer workspaces where you have the select button and then the current customer name displayed next to it or are you referring to in the New Appointment screen where you have the customer field with the binoculars to do the search ?

In regards the memorising of current customer patients when you are entering appointments this has ping-ponged quite a bit through various releases of OpenVPMS.

Initially the current customer/patient would be automatically selected in the new appointment and if you wanted to select someone else you would clear the customer name and select/search for someone else. This was changed as it was thought that typically you want to make an appointment for someone different than the person you are currently working with and having to clear the customer field while adding a appointment was an extra , unnecessary, step.

Also if the customer you just selected in the appointment then became the "current" customer you may have to re-find for the customer you where originally working on when you were interrupted to make the appointment.

The same applied to the workflows which work on the appointment or task selected but actually do not update the "current" customer or patient when you navigate back to a customer or patient workspace ..

Now with a history of customer/patient selection a lot of this may be circumvented as you can always quickly select the last customer you are working on. The appointment issue is a little harder as I think the majority of the time you would be selecting a customer that would not be on the recent list.

Anyway, we will be guided by what you the users think is the best approach...

Cheers Tony

Previous customer selection

Submitted by Matt C on Wed, 25/02/2009 - 23:15.

I like both Tims and Tonys approach but I like Tonys best :)

Specifically the idea of having the combo somewhere universal and independent of active workspace that allowed us to change the customer/patient selection to a list of the last x selections.

Add to this specification, a shortcut key combination and I think this would super.

With respect to the debate re having two customer/patient selection contexts (ie. having one selection for the appointment schedules and one for the application as a whole), I prefer having two.

I like the idea of making a quick appointment and then going back to the customer I was in prior to making that appointment. If I need to go into that customer for whom I just made an appointment, I just select them from the summary box.

However, given the ease of selection that may come with being able to single click select previous customer/patients that this combo option may bring, perhaps having a single selection context would be more intuitive/simpler.

Matt C

Remembering Clients

Submitted by bellvet on Mon, 23/02/2009 - 16:46.

Sandra @ Bellarine

Hi Tony,

I mean in all workspaces where you need to select a client. If you had a drop down box in the NAME field in all areas would that work? for eg:

1. When you add a new appt to the scheduler and you get the NEW APPOINTMENT BOX up, if you click on the binoculars there you get the NAME field up, could there be a drop down box there listing the previous clients used?

2. In the client workspace when you click on SELECT the NAME box comes up, could there be a drop down box there listing the previous clients used?

I'm not a technical person so I don't know if this is an option? If this is an option can you think of any scenarios where it would not work?

Sandra.

Re: Remembering Clients

Submitted by Tony De Keizer (not verified) on Thu, 26/02/2009 - 09:01.

Hi Sandra,

This is possible but I was actually thinking of a different approach.

The drop down would be located in a different location (suggestion was in summary area above customer summary panel). This way the previous customer can be selected from anywhere without having to first click the select button in a customer workspace. Also the selection would include a customer and patient so you can select the last used and have both the current customer and current patient selected.

Once selected this way if you add a new appointment the customer and/or patient would be automatically populated in the new appointment dialogue.

Lets work through a scenario.

1. You log into openVPMS. No customer or patient is selected. 2. Mrs Joan Smith rings to enquire about her account so you find Mrs Joan Smith in the Customer -> Account workspace. 3. You then go to Workflow and select an appointment for Mr John Brown and Patient Buffy. NOTE: Currently this would not set the current customer /patient but just display the summary screens for this customer and patient in the workflow area. If you navigated back to customer ->account it will still show Mrs Joan Smith and The patient workspaces would have no patient selected. I am suggesting this changes so the current customer and patient is changed when any workflow selection is made. 4. On this selection the last used customer/patient selector would be populated with Mrs Joan Smith (No patient). 5. Lets say you finish your workflow with Mr John Brown and Buffy and select another appointment with Ms Helen Green and Killer. These would become the current customer and patient and the drop down list would then have two selections , Mrs Joan Smith (No Patient) and Mr John Brown (Buffy). 6. In the mean time you continue to do this and the list of previously used customer/patients continues to grow. Say to a maximum of 25 using a last in first out approach so oldest selections will disappear after more than 25 entries. 7. Some time later Mr John Brown wants to make another appointment for Buffy. You find him in the recently used list and select. You then add an appointment and he and Buffy will already be selected in the new appointment screen.

I like this approach as it provides both last used customer and patient selection from a consistent location on the screen with the least amount of clicks, keyboard strokes.

I agree with Matt that a keyboard shortcut to select the drop down box would be good ...

Cheers Tony

> Tony De Keizer > Principal Consultant > Vertical Connect Pty Ltd > Phone: + 61 (0)3 97229824 > Mobile +61 (0)4 21347105 > Email: tony@verticalconnect.net > From: > Reply-To: , OpenVPMS User Mailing List > > Date: 23 Feb 2009 05:47:01 -0000 > To: > Subject: [OpenVPMS Users] Remembering Clients > > Sandra @ Bellarine > Hi Tony, > I mean in all workspaces where you need to select a client. If you had a drop > down box in the NAME field in all areas would that work? for eg: > 1. When you add a new appt to the scheduler and you get the NEW APPOINTMENT > BOX up, if you click on the binoculars there you get the NAME field up, could > there be a drop down box there listing the previous clients used? > 2. In the client workspace when you click on SELECT the NAME box comes up, > could there be a drop down box there listing the previous clients used? > I'm not a technical person so I don't know if this is an option? If this is > an option can you think of any scenarios where it would not work? > Sandra. > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/mailman/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu

Remembering Clients

Submitted by bellvet on Mon, 02/03/2009 - 13:22.

Sandra @ Bellarine

Tony that sounds wonderful!!!!

Sandra.

So who wants this feature?

Submitted by Matt C on Wed, 04/03/2009 - 19:09.

This feature fills me with warm feelings. More importantly a poll of my nurses showed it filled them with warm feelings also.

So I am asking for interest in supporting this feature. Firstly in the deliberation regarding details and then in its creation financially.

Please comment on Optional point 1.

Step 1. The details

Is everyone happy with the following request?

1. A drop-down box will be added to the area above the Summary section (or anywhere outside of the active workspace).

2. This drop-down box will be populated by 25 customers or customer/patient pairs based on the previous 25 selections shown from most recent descending order.

3. Any selection, in a workflow or in Customer Patient workspaces will change the global selection and be recorded in the combo.

4. A keyboard shortcut will move focus to the combo and open it, allowing arrow selection of customers/patients.

Optional:

1. Drop down box is populated by previous selections for user, not session. By session, I mean that the selections for a particular terminal vs if it stores your previous selections.

Think of this scenario;

I take a message from Joe Bloggs. I move out the back to ask a question of the surgeon. I log in at a computer out the back and I have Joe Blogg in my list of recent selections.

So who wants this feature?

Submitted by paravet (not verified) on Wed, 04/03/2009 - 19:53.

Hi Matt,

1-4 sounds great. As to options I see it better as a session based list as in most cases it will be someone answering a phonecall regarding a client/patient then going back to the previous one on the same terminal.

Go for it!

Nick

Draft for "Recent Client List" spec to be sent next week

Submitted by Matt C on Sat, 07/03/2009 - 18:19.

Hi everyone,

Thanks Nick. Session preference duly noted.

I will be sending the above draft requirements to the developers for costing late this coming week (probably Friday). It would be nice to get everyones final comments before this step. There is likely to be some discussion to clarify developer questions, but don't rely on that to get your preference in. Major ammendments are unlikely to be included at that stage.

Matt C

Remembering Clients

Submitted by bellvet on Mon, 09/03/2009 - 13:26.

Sandra @ Bellarine

Hi Matt,

I can't begin to explain how HAPPY Bellarine staff would be to have this up and working!!!!!!!!!!!!!!!

I think numbers 1 to 4 that you outlined above are great. The option of session vs user - we log most of our terminals in first thing in the morning and the log-ins aren't changed all day. As a result the user option wouldn't be utilised by us at this stage.

Thanks for the point form, clear explanations of the proposals. It's great for people like me who are technologically challenged and have difficulty getting a handle on some of the more advanced computer lingo!

Sandra.

Recent Client Listing Request for development

Submitted by Matt C on Thu, 12/03/2009 - 10:19.

OK thanks Nick and Sandra,

Here is the request that will go to the developer guys. Be prepare for some questions.

Tony, did you want me to Jira or wait until you've had a chance to pick apart?

Request:

1. A drop-down box will be added to the area above the Summary section (or anywhere outside of the active workspace).

2. This drop-down box will be populated by 25 customers or customer/patient pairs based on the previous 25 selections shown from most recent descending order.

3. Any selection, in a workflow or in Customer Patient workspaces will change the global selection and be recorded in the combo.

4. A keyboard shortcut will move focus to the combo and open it, allowing arrow selection of customers/patients.

5. Drop down box is populated by session.

Re: Recent Client Listing Request for development

Submitted by Tony De Keizer (not verified) on Thu, 12/03/2009 - 11:01.

Hi matt,

Happy for you to JIRA this.

Tim can then add technical comments and provide estimate.

Cheers Tony

On 12/03/09 10:19 AM, "Mpcosta@Boroniavet. Au" :

> OK thanks Nick and Sandra, > > Here is the request that will go to the developer guys. Be prepare for some > questions. > Tony, did you want me to Jira or wait until you've had a chance to pick apart? > > Request: > 1. A drop-down box will be added to the area above the Summary section (or > anywhere outside of the active workspace). > 2. This drop-down box will be populated by 25 customers or customer/patient > pairs based on the previous 25 selections shown from most recent descending > order. > 3. Any selection, in a workflow or in Customer Patient workspaces will change > the global selection and be recorded in the combo. > 4. A keyboard shortcut will move focus to the combo and open it, allowing > arrow selection of customers/patients. > 5. Drop down box is populated by session. > _______________________________________________ > OpenVPMS User Mailing List > users@lists.openvpms.org > To unsubscribe or change your subscription visit: > http://lists.openvpms.org/mailman/listinfo/users > Posts from this mailing list can be viewed online and replied to in the > OpenVPMS User's forum- http://tinyurl.com/openvfu

Recent Client Lookup:Anyone interested in chipping in?

Submitted by Matt C on Sat, 30/05/2009 - 13:18.

Hi everyone,

So the Recent Client List feature has been adequately discussed and a JIRA has been created (jira.openvpms.org/jira/browse/OVPMS-869) and the time required has been provided (12 hours).

12 hours @ $75/hr = $900

To get to the next stage we need pledges to fund this development. Please email me (mpcosta[at]boroniavet.com[dot]au) with the maximum contribution you are willing to make either a percentage or as a $ amount.

Development will not commence until the project is fully funded.

I will make posts to this topic notifying the community as to how far along we are in funding the project.

Current % Funded: 0%