[OpenVPMS Developers] [JIRA] Created: (OVPMS-956) Customer and Patient alerts visible in summary and new appointment dialog
Key: OVPMS-956 URL: https://openvpms.atlassian.net/browse/OVPMS-956 Project: VPMS Web Application Issue Type: New Feature Components: Workflow Affects Versions: 1.5 Reporter: Matt Costa Assignee: Tony De Keizer
This new feature is discussed in it's final form here http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781
The forum includes some rough mock ups.
The feature describes a change to a) The way patient and customer alerts are shown in the summary section in the Workflow space. b) Inclusion of the new alert paradigm in the new appointment editor.
- Users would use Customer Note Categories to create new alert types. - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. - Clicking on the name would show the detailed note.
Users have indicated a majority support for a text based option rather then graphical. An icon system would make better use of limited space. Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name.
Guidance from developers required on this point.
How the Account type alerts will fit into this also needs to be considered.
-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Commented: (OVPMS-956) Customer and
Tim Anderson commented on OVPMS-956: ------------------------------------
h3. Display
Displaying the lookup.customerNoteCategory as text is simpler than displaying it as an icon. The category name should fit in the current summary area, if it is kept short. If not, horizontal scrollbars would automatically be added. If there were more than 5 (say) categories, then they could be displayed within a vertical scrolling pane.
Icons could be supported. However: * would they need to be customisable? There is currently no support for uploading images for use as icons - it would need to be developed. * what icons would be required if they aren't customisable?
h3. Account type alert
Currently, any account type alert is displayed above the note category in the Alerts dialog, This would need to change so that the account type name is displayed in a similar manner to the lookup.customerNoteCategory. But what should happen if you click on the account type? Does it make sense to display the associated lookup.customerAccountType?
h3. Priorities
Do alerts have priorities i.e. should one alert be displayed prior to another? If there are priorities, do they need to be displayed differently (e.g have different display colours)?
h3. Appointments
Regarding point 2(d) in the forum: "Display as a popup that requires the user to close" What would trigger this behaviour? A particular alert priority? Does this apply to account types that have an alert?
h3. Implementation Notes
Currently, alerts are obtained from act.customerNote acts that have their 'alert' flag set true. Each act.customerNote has an associated lookup.customerNoteCategory which is used within the Customer -> Notes workspace to filter notes. The lookup.customerNoteCategory is currently informational only, having just a name and description.
To support the new requirements, the alert node would need to move from act.customerNote to lookup.customerNoteCategory. This would require migrating existing data.
When generating the alert summary, the app would: # find all act.customerNotes associated with the customer # get a unique list of lookup.customerNoteCategory for the act.customerNotes (there could be more than 1 note with the same category) # display the lookup.customerNoteCategory list # clicking on a lookup.customerNoteCategory would display the act.customerNote(s) associated with it
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Issue Comment Edited: (OVPMS-956) C
Tim Anderson edited comment on OVPMS-956 at 8/4/10 12:09 PM: -------------------------------------------------------------
h3. Display
Displaying the lookup.customerNoteCategory or lookup.alertType as text is simpler than displaying it as an icon. If their name nodes are used, these should fit in the current summary area, if it is kept short. If not, horizontal scrollbars will automatically be added. If there were more than 5 (say) categories/alerts, then they could be displayed within a vertical scrolling pane.
Icons could be supported. However: * would they need to be customisable? There is currently no support for uploading images for use as icons - it would need to be developed. * what icons would be required if they aren't customisable?
h3. Account type alert
Currently, any account type alert is displayed above the note category in the Alerts dialog, This would need to change so that the account type name is displayed in a similar manner to the lookup.customerNoteCategory. But what should happen if you click on the account type? Does it make sense to display the associated lookup.customerAccountType?
h3. Priorities
Do customer and patient alerts have priorities? I.e. should one alert be displayed prior to another? If there are priorities, do they need to be displayed differently (e.g have different display colours or icons)?
h3. Appointments
Regarding point 2(d) in the forum: "Display as a popup that requires the user to close" What would trigger this behaviour? A particular alert priority? Does this apply to account types that have an alert? Does this apply to patient alerts?
h3. Implementation Notes
Currently, customer alerts are obtained from act.customerNote acts that have their 'alert' flag set true. Each act.customerNote has an associated lookup.customerNoteCategory which is used within the Customer -> Notes workspace to filter notes. The lookup.customerNoteCategory is currently informational only, having just a name and description.
To support the new requirements, the alert node would need to move from act.customerNote to lookup.customerNoteCategory. This would require migrating existing data.
When generating the alert summary, the app would: # find all act.customerNotes associated with the customer # get a unique list of lookup.customerNoteCategory for the act.customerNotes (there could be more than 1 note with the same category) # display the lookup.customerNoteCategory list # clicking on a lookup.customerNoteCategory would display the act.customerNote(s) associated with it
was (Author: tanderson): h3. Display
Displaying the lookup.customerNoteCategory as text is simpler than displaying it as an icon. The category name should fit in the current summary area, if it is kept short. If not, horizontal scrollbars would automatically be added. If there were more than 5 (say) categories, then they could be displayed within a vertical scrolling pane.
Icons could be supported. However: * would they need to be customisable? There is currently no support for uploading images for use as icons - it would need to be developed. * what icons would be required if they aren't customisable?
h3. Account type alert
Currently, any account type alert is displayed above the note category in the Alerts dialog, This would need to change so that the account type name is displayed in a similar manner to the lookup.customerNoteCategory. But what should happen if you click on the account type? Does it make sense to display the associated lookup.customerAccountType?
h3. Priorities
Do alerts have priorities i.e. should one alert be displayed prior to another? If there are priorities, do they need to be displayed differently (e.g have different display colours)?
h3. Appointments
Regarding point 2(d) in the forum: "Display as a popup that requires the user to close" What would trigger this behaviour? A particular alert priority? Does this apply to account types that have an alert?
h3. Implementation Notes
Currently, alerts are obtained from act.customerNote acts that have their 'alert' flag set true. Each act.customerNote has an associated lookup.customerNoteCategory which is used within the Customer -> Notes workspace to filter notes. The lookup.customerNoteCategory is currently informational only, having just a name and description.
To support the new requirements, the alert node would need to move from act.customerNote to lookup.customerNoteCategory. This would require migrating existing data.
When generating the alert summary, the app would: # find all act.customerNotes associated with the customer # get a unique list of lookup.customerNoteCategory for the act.customerNotes (there could be more than 1 note with the same category) # display the lookup.customerNoteCategory list # clicking on a lookup.customerNoteCategory would display the act.customerNote(s) associated with it
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Commented: (OVPMS-956) Customer and
Matt Costa commented on OVPMS-956: ----------------------------------
h3. 1. Display: I reckon if you think text (name nodes) will work, I'd stick with text. They only compromise with text comes in Account alerts. See next point. If users really wanted icons we could use icons from free source like Tango etc or the clevericons/Horizon Foundation set but I'd think making them customisable then letting the Implementors find icons that suited their clients would work best.
h3. 2.Account type alert Account type names need to be informative to staff, say "Bad Debtor" but this isn't necessarily the text you want appearing in a summary screen in a consult room. This is where icons could be useful or having an Account Type node called "Display Name" which can be covert/diplomatic whatever (eg. Level 1 Account).
Re what would be useful behaviour if you clicked on it? Probably the most useful would be either a) A list of Customer Notes somehow linked to the Accounts (we use a Customer Note Category called Accounts to specify what customer notes relate to accounts) or b) An account summary in a dialog. I could ask users which they would prefer?
h3. 3.Priorities This is getting fancy. I really like it though. Different colours and a sort order based on descending priority would be nice.
h3. 4.Appointments and popups I think; a) Having a priority limit (only show if Customer has alerts that exceed this priority level) would be good. b) Account types could have an alert priority also? (Ie. Where ever there is a alert check box there is a priority selector?) c) I guess this applies to patient alerts. Too many popups for me personally. This option would have to be able to be switched off in some configuration option for the practice.
h3. 5.Implementation Notes I think the Implementation notes match what the users have asked for well.
Do you want me to get feedback from users on ; 2. a) or b)?
Re the icons vs text, and 3. and 4. I think they will depend on cost I suspect. The development would work well in lieu of their inclusion.
PS. Thanks for closing off all the other alert JIRAs.
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Commented: (OVPMS-956) Customer and
Tim Anderson commented on OVPMS-956: ------------------------------------
h3. Display {quote} If users really wanted icons we could use icons from free source like Tango etc or the clevericons/Horizon Foundation set but I'd think making them customisable then letting the Implementors find icons that suited their clients would work best. {quote} Any icons can be configured via the stylesheet, but it means there is a fixed set to choose from, and if a user changes them, its something they need to manually migrate. A more flexible solution would store the icons in the database, and reference them from within the lookup.
h3. Account type alert {quote} Re what would be useful behaviour if you clicked on it? Probably the most useful would be either a) A list of Customer Notes somehow linked to the Accounts (we use a Customer Note Category called Accounts to specify what customer notes relate to accounts) or b) An account summary in a dialog. {quote} How is b) different to the customer account summary? If there is going to be a displayName on the account type, then perhaps clicking on the alert displays the actual account type name and description E.g "Level 1 Account" alert displays dialog "Bad Debt / Do not extend any credit to this customer whatsoever."
h3. Priorities If a customer has several alerts then a priority is necessary to sort them. Otherwise the most important alert may be displayed last, potentially scrolled out of view. Priorities don't have to be numeric (e.g 1 to 10). Could simply be "High", "Medium", "Low"
h3. Appointments and popups {quote} I think; a) Having a priority limit (only show if Customer has alerts that exceed this priority level) would be good. b) Account types could have an alert priority also? (Ie. Where ever there is a alert check box there is a priority selector?) c) I guess this applies to patient alerts. Too many popups for me personally. This option would have to be able to be switched off in some configuration option for the practice. {quote} Don't like priorities for this purpose. I would add a new flag indicating that an alert requires acknowledgment (i.e dialog you must read and close)
h3 .Implementation Notes
It sounds as though lookup.customerNoteCategory is not the appropriate place for the alert node. To attach alerts to both act.customerNotes and account types, I think a new lookup is required, lookup.customerAlertType. This would contain the following nodes: * name * description * priority * colour (tentative) * icon (tentative)
The existing lookup.alertType used for patients would be changed to be the same as lookup.customerAlertType
The act.customerNote archetype would be changed to: * add an optional lookup.customerAlertType node * remove the existing alert node
The lookup.customerAccountType archetype would be changed to: * add an optional lookup.customerAlertType node * remove the existing showAlert node
h3. Some rough estimations
Estimate 16 hours to display text names Estimate 20 hours to display icons via stylesheet Estimate 28 hours to display icons support via database
Add another 8 hours to develop script to migrate existing data.
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Issue Comment Edited: (OVPMS-956) C
Tim Anderson edited comment on OVPMS-956 at 8/5/10 12:20 PM: -------------------------------------------------------------
h3. Display {quote} If users really wanted icons we could use icons from free source like Tango etc or the clevericons/Horizon Foundation set but I'd think making them customisable then letting the Implementors find icons that suited their clients would work best. {quote} Any icons can be configured via the stylesheet, but it means there is a fixed set to choose from, and if a user changes them, its something they need to manually migrate. A more flexible solution would store the icons in the database, and reference them from within the lookup.
h3. Account type alert {quote} Re what would be useful behaviour if you clicked on it? Probably the most useful would be either a) A list of Customer Notes somehow linked to the Accounts (we use a Customer Note Category called Accounts to specify what customer notes relate to accounts) or b) An account summary in a dialog. {quote} How is b) different to the customer account summary? If there is going to be a displayName on the account type, then perhaps clicking on the alert displays the actual account type name and description E.g "Level 1 Account" alert displays dialog "Bad Debt / Do not extend any credit to this customer whatsoever."
h3. Priorities If a customer has several alerts then a priority is necessary to sort them. Otherwise the most important alert may be displayed last, potentially scrolled out of view. Priorities don't have to be numeric (e.g 1 to 10). Could simply be "High", "Medium", "Low"
h3. Appointments and popups {quote} I think; a) Having a priority limit (only show if Customer has alerts that exceed this priority level) would be good. b) Account types could have an alert priority also? (Ie. Where ever there is a alert check box there is a priority selector?) c) I guess this applies to patient alerts. Too many popups for me personally. This option would have to be able to be switched off in some configuration option for the practice. {quote} Don't like priorities for this purpose. I would add a new flag indicating that an alert requires acknowledgment (i.e dialog you must read and close)
h3. Implementation Notes
It sounds as though lookup.customerNoteCategory is not the appropriate place for the alert node. To attach alerts to both act.customerNotes and account types, I think a new lookup is required, lookup.customerAlertType. This would contain the following nodes: * name * description * priority * colour (tentative) * icon (tentative)
The existing lookup.alertType used for patients would be changed to be the same as lookup.customerAlertType
The act.customerNote archetype would be changed to: * add an optional lookup.customerAlertType node * remove the existing alert node
The lookup.customerAccountType archetype would be changed to: * add an optional lookup.customerAlertType node * remove the existing showAlert node
h3. Some rough estimations
Estimate 16 hours to display text names Estimate 20 hours to display icons via stylesheet Estimate 28 hours to display icons support via database
Add another 8 hours to develop script to migrate existing data.
was (Author: tanderson): h3. Display {quote} If users really wanted icons we could use icons from free source like Tango etc or the clevericons/Horizon Foundation set but I'd think making them customisable then letting the Implementors find icons that suited their clients would work best. {quote} Any icons can be configured via the stylesheet, but it means there is a fixed set to choose from, and if a user changes them, its something they need to manually migrate. A more flexible solution would store the icons in the database, and reference them from within the lookup.
h3. Account type alert {quote} Re what would be useful behaviour if you clicked on it? Probably the most useful would be either a) A list of Customer Notes somehow linked to the Accounts (we use a Customer Note Category called Accounts to specify what customer notes relate to accounts) or b) An account summary in a dialog. {quote} How is b) different to the customer account summary? If there is going to be a displayName on the account type, then perhaps clicking on the alert displays the actual account type name and description E.g "Level 1 Account" alert displays dialog "Bad Debt / Do not extend any credit to this customer whatsoever."
h3. Priorities If a customer has several alerts then a priority is necessary to sort them. Otherwise the most important alert may be displayed last, potentially scrolled out of view. Priorities don't have to be numeric (e.g 1 to 10). Could simply be "High", "Medium", "Low"
h3. Appointments and popups {quote} I think; a) Having a priority limit (only show if Customer has alerts that exceed this priority level) would be good. b) Account types could have an alert priority also? (Ie. Where ever there is a alert check box there is a priority selector?) c) I guess this applies to patient alerts. Too many popups for me personally. This option would have to be able to be switched off in some configuration option for the practice. {quote} Don't like priorities for this purpose. I would add a new flag indicating that an alert requires acknowledgment (i.e dialog you must read and close)
h3 .Implementation Notes
It sounds as though lookup.customerNoteCategory is not the appropriate place for the alert node. To attach alerts to both act.customerNotes and account types, I think a new lookup is required, lookup.customerAlertType. This would contain the following nodes: * name * description * priority * colour (tentative) * icon (tentative)
The existing lookup.alertType used for patients would be changed to be the same as lookup.customerAlertType
The act.customerNote archetype would be changed to: * add an optional lookup.customerAlertType node * remove the existing alert node
The lookup.customerAccountType archetype would be changed to: * add an optional lookup.customerAlertType node * remove the existing showAlert node
h3. Some rough estimations
Estimate 16 hours to display text names Estimate 20 hours to display icons via stylesheet Estimate 28 hours to display icons support via database
Add another 8 hours to develop script to migrate existing data.
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Commented: (OVPMS-956) Customer and
Matt Costa commented on OVPMS-956: ----------------------------------
_"If there is going to be a displayName on the account type, then perhaps clicking on the alert displays the actual account type name and description E.g "Level 1 Account" alert displays dialog "Bad Debt / Do not extend any credit to this customer whatsoever.""_
I think this would work well.
_Priorities don't have to be numeric (e.g 1 to 10). Could simply be "High", "Medium", "Low"_ Sure
_Don't like priorities for this purpose. I would add a new flag indicating that an alert requires acknowledgement (i.e dialog you must read and close)_ Sounds good, a sort of Interactive/Non-interactive Alert.
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Commented: (OVPMS-956) Customer and
Matt Costa commented on OVPMS-956: ----------------------------------
Hi Tim, Just writing the new user summary and just need clarification on; a) If we use text, will different priority alerts have different text colours? b) How much to I add for the pop up option?
Cheers, Matt C
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Commented: (OVPMS-956) Customer and
Tim Anderson commented on OVPMS-956: ------------------------------------
{quote} a) If we use text, will different priority alerts have different text colours? {quote} There are a couple of ways of doing it: # different colour per priority, configured in the stylesheet # different colour per lookup.alertType/lookup.customerAlertType. Colours can be edited in the UI # different colour per lookup with defaults configured in the stylesheet, Colours can be edited in the UI.
Add 2 hours for the first option. Add 4 hours for the other options. {quote} b) How much to I add for the pop up option? {quote} This is to pop up a dialog if you select a customer/patient that has a lookup.alertType/lookup.customerAlertType and the alert type has an "acknowledgeAlert" flag or whatever set? It depends on where you want to put it Does it pop up when you # open the customer/patient for the first time? # make an appointment for the customer/patient? # check in/consult etc
If a user has already acknowledged the popup once for the session, do they need to acknowledge it subsequently? E,g, suppose the customer has an alert type with "acknowledgeAlert" set true. When you make an appointment for the customer, it pops up the alert. If you then 5 mins later check in the customer, does it prompt you with the alert again?
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Issue Comment Edited: (OVPMS-956) C
Tim Anderson edited comment on OVPMS-956 at 8/10/10 12:41 AM: --------------------------------------------------------------
{quote} a) If we use text, will different priority alerts have different text colours? {quote} There are a couple of ways of doing it: # different colour per priority, configured in the stylesheet # different colour per lookup.alertType/lookup.customerAlertType. Colours can be edited in the UI # different colour per lookup with defaults configured in the stylesheet, Colours can be edited in the UI.
Add 2 hours for the first option. Add 4 hours for the other options. {quote} b) How much to I add for the pop up option? {quote} This is to pop up a dialog if you select a customer/patient that has a lookup.alertType/lookup.customerAlertType and the alert type has an "acknowledgeAlert" flag or whatever set? It depends on where you want to put it. Does it pop up when you: # open the customer/patient for the first time? # make an appointment for the customer/patient? # check in/consult etc
If a user has already acknowledged the popup once for the session, do they need to acknowledge it subsequently? E.g. suppose the customer has an alert type with "acknowledgeAlert" set true. When you make an appointment for the customer, it pops up the alert. If you then 5 mins later check in the customer, does it prompt you with the alert again?
was (Author: tanderson): {quote} a) If we use text, will different priority alerts have different text colours? {quote} There are a couple of ways of doing it: # different colour per priority, configured in the stylesheet # different colour per lookup.alertType/lookup.customerAlertType. Colours can be edited in the UI # different colour per lookup with defaults configured in the stylesheet, Colours can be edited in the UI.
Add 2 hours for the first option. Add 4 hours for the other options. {quote} b) How much to I add for the pop up option? {quote} This is to pop up a dialog if you select a customer/patient that has a lookup.alertType/lookup.customerAlertType and the alert type has an "acknowledgeAlert" flag or whatever set? It depends on where you want to put it Does it pop up when you # open the customer/patient for the first time? # make an appointment for the customer/patient? # check in/consult etc
If a user has already acknowledged the popup once for the session, do they need to acknowledge it subsequently? E,g, suppose the customer has an alert type with "acknowledgeAlert" set true. When you make an appointment for the customer, it pops up the alert. If you then 5 mins later check in the customer, does it prompt you with the alert again?
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Issue Comment Edited: (OVPMS-956) C
Tim Anderson edited comment on OVPMS-956 at 8/10/10 12:42 AM: --------------------------------------------------------------
{quote} a) If we use text, will different priority alerts have different text colours? {quote} There are a couple of ways of doing it: # different colour per priority, configured in the stylesheet. Estimate 2 hours. # different colour per lookup.alertType/lookup.customerAlertType. Colours can be edited in the UI. Estimate 4 hours. # different colour per lookup with defaults configured in the stylesheet, Colours can be edited in the UI. Estimate 5 hours.
{quote} b) How much to I add for the pop up option? {quote} This is to pop up a dialog if you select a customer/patient that has a lookup.alertType/lookup.customerAlertType and the alert type has an "acknowledgeAlert" flag or whatever set? It depends on where you want to put it. Does it pop up when you: # open the customer/patient for the first time? # make an appointment for the customer/patient? # check in/consult etc
If a user has already acknowledged the popup once for the session, do they need to acknowledge it subsequently? E.g. suppose the customer has an alert type with "acknowledgeAlert" set true. When you make an appointment for the customer, it pops up the alert. If you then 5 mins later check in the customer, does it prompt you with the alert again?
was (Author: tanderson): {quote} a) If we use text, will different priority alerts have different text colours? {quote} There are a couple of ways of doing it: # different colour per priority, configured in the stylesheet # different colour per lookup.alertType/lookup.customerAlertType. Colours can be edited in the UI # different colour per lookup with defaults configured in the stylesheet, Colours can be edited in the UI.
Add 2 hours for the first option. Add 4 hours for the other options. {quote} b) How much to I add for the pop up option? {quote} This is to pop up a dialog if you select a customer/patient that has a lookup.alertType/lookup.customerAlertType and the alert type has an "acknowledgeAlert" flag or whatever set? It depends on where you want to put it. Does it pop up when you: # open the customer/patient for the first time? # make an appointment for the customer/patient? # check in/consult etc
If a user has already acknowledged the popup once for the session, do they need to acknowledge it subsequently? E.g. suppose the customer has an alert type with "acknowledgeAlert" set true. When you make an appointment for the customer, it pops up the alert. If you then 5 mins later check in the customer, does it prompt you with the alert again?
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Commented: (OVPMS-956) Customer and
Matt Costa commented on OVPMS-956: ----------------------------------
Colours: Lets start with option 2.
Popup dialog: In the users forum the only support I can find for the pop up option in recent discussion applys to the new appointment dialog. So I would imagine after the the Customer/ Patient was selected, the pop up would occur then.
I will try and get feedback from forum re your 3 scenarios.
Matt
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Commented: (OVPMS-956) Customer and
Matt Costa commented on OVPMS-956: ----------------------------------
Re the pop-up contexts;
1. open the customer/patient for the first time? 2. make an appointment for the customer/patient? 3. check in/consult etc
Cost all 3 scenarios. I will put the cost up as an option that will only go ahead if funded by the time the rest of the project is fully funded. I will also update the project description accordingly.
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Commented: (OVPMS-956) Customer and
Matt Costa commented on OVPMS-956: ----------------------------------
Do you have enough info to cost the above scenarios Tim?
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf
[OpenVPMS Developers] [JIRA] Commented: (OVPMS-956) Customer and
Tim Anderson commented on OVPMS-956: ------------------------------------
For the alert popup costings, I'll break it down a bit further: 1a. open the customer/patient This applies when you either: * select the customer from the customer workspaces, * select the patient n the patient workspaces
If the patient is being selected, and this changes the customer and the new customer has an alert, then the customer alert is displayed.
Estimate: 3 hours
1b. open the customer/patient for the first time This is the same as 1a, but the alert popup only displays once for a given customer or patient per login session
Estimate: 5 hours
2. Make an appointment for the customer/patient Any alert is displayed when the customer or patient is entered.
Estimate 1 hour.
3a. Check in Pops up alerts for the customer and/or patient if they have alerts at check in,
Estimate 1 hour.
3b. Consult Pops up alerts for the customer and/or patient if they have alerts at consult. The alerts are displayed prior to editing the visit If a user performs multiple consults, the alert will be displayed each time.
Estimate 1 hour.
3c. Consult, first time popup This is the same as 3b, but if a user performs multiple consults for a given customer/patient, any alert is only displayed once.
Estimate 2 hours.
3d. Check out Pops up alerts for the customer and/or patient if they have alerts at check out, The alerts are displayed prior to invoicing
Estimate 1 hour.
> Customer and Patient alerts visible in summary and new appointment dialog > ------------------------------------------------------------------------- > > Key: OVPMS-956 > URL: https://openvpms.atlassian.net/browse/OVPMS-956 > Project: VPMS Web Application > Issue Type: New Feature > Components: Workflow > Affects Versions: 1.5 > Reporter: Matt Costa > Assignee: Tony De Keizer > > This new feature is discussed in it's final form here > http://www.openvpms.org/forum/alert-notification-when-bringing-client-or-patient-file#comment-2781 > The forum includes some rough mock ups. > The feature describes a change to > a) The way patient and customer alerts are shown in the summary section in the Workflow space. > b) Inclusion of the new alert paradigm in the new appointment editor. > - Users would use Customer Note Categories to create new alert types. > - The Customer Note Category->Name would be shown in the summary section if the Alert box is ticked. > - Clicking on the name would show the detailed note. > Users have indicated a majority support for a text based option rather then graphical. > An icon system would make better use of limited space. > Assigning an icon from a family of icons to a Customer Note Category might work better then using the Customer Note Category Name. > Guidance from developers required on this point. > How the Account type alerts will fit into this also needs to be considered.-- This message is automatically generated by JIRA. - If you think it was sent incorrectly contact one of the administrators: https://openvpms.atlassian.net/secure/Administrators.jspa - For more information on JIRA, see: http://www.atlassian.com/software/jira
_______________________________________________ OpenVPMS Developers Mailing List developers@lists.openvpms.org To unsubscribe or change your subscription visit: http://lists.openvpms.org/listinfo/developers Posts from this mailing list can be viewed online and replied to in the OpenVPMS Developer's forum- http://tinyurl.com/openvdf