Exporting reminders
Submitted by MoobyCat on Tue, 21/01/2014 - 14:20
Hi all,
I have found a company that will print, fold and mail out our reminders for us. They look amazingly professional and cost 9c per reminder, which is cheaper than the nurse time it takes to fold, stick stamps on envelopes etc.
The only hitch is I need to be able to export the reminders in a spreadsheet. I have gone through this:
- Administration|Types|Reminder Types to setup and maintain each Reminder Type
- Administration|Lookups|ReminderGroups to define the Reminder Groups used to group different reminder types together
- Administration|Templates to define the Document Templates used by each reminder type to define the content of the reminder notifications
- Products|Information to attach reminders to the products so that when the product is invoiced, a reminder is created
- Customers|Information to display and edit the contact information to check and update how reminders are to be notified (ie which contact has the purpose 'Reminder')
- Patients|Medical Records to display and perhaps add a reminder for a patient
- Reporting|Reminders to display and generate the reminder notifications
- Administration|Organisation|Practice to configure the file format when exporting reminders
...but can't seem to find what I am looking for. Can someone please help? We are currently printing each reminder at the practice.
Thank you
KT
Re: Exporting reminders
Reminder export support is a new feature in OpenVPMS 1.7.
For each reminder type that you want to export, you tick the Export box in Administration|Types|Reminder Types
When you do a Send All in Reporting|Reminders those reminders ticked for Export will be downloaded in a file.
See Reminder Export format for a description of the fields.
-Tim