Streamline charging in workflows --------------------------------

Key: OVPMS-998 URL: https://openvpms.atlassian.net/browse/OVPMS-998 Project: VPMS Web Application Issue Type: New Feature Components: Workflow Affects Versions: 1.4 Reporter: Tim Anderson Assignee: Tony De Keizer

Support is required to: * associate charge items with visits * display charge items in the patient medical summary * edit charge items for the current visit during check-in and consult workflows * be able to switch between summary, visit charges, reminders/alerts, and documents during check-in and consult workflows

This incorporates the following changes:

1. New Visit Charge editor An invoice editor that:

* only displays charge items associated with the nominated visit * links new charges items to the current visit as well as the invoice ** requires actRelationship.patientClinicalEventItem to include act.customerAccountInvoiceItem * displays all invoice nodes except: ** visit totals are displayed instead of invoice totals. Visit totals are informative, and not stored ** visit tax is displayed instead of invoice tax. Visit tax is informative, and not stored ** reference is omitted ** printed is omitted * updates to status updates the visit status ** Charge status IN_PROGRESS, ON_HOLD -> Visit IN_PROGRESS ** Charge status POSTED, COMPLETED -> Visit COMPLETED * automatically manages version conflicts when updating underlying: ** invoice ** visit

2. New Visit Charge Viewer An invoice viewer that only displays charge items associated with the nominated visit Used by the new Consult dialog below, when the invoice is POSTED.

3. New Consult dialog

* replaces the Edit Medical Records dialog * launched by Check In and Consult workflow

Includes the tabs:

* Summary - patient medical records * Charges ** uses the Visit Charges editor, for non POSTED invoices ** includes In Progress and Completed buttons to set status ** uses the Visit Charges viewer, for POSTED invoices * Reminders/Alerts * Documents

4. Summary changes The patient medical record summary will be changed to include charge items.

* Charge items can be filtered like other visit items * There will be no facility to edit or create charge items - this will be handled by the Visit Charges editor. * Charge items will be summarised as text, with the format: {noformat} Product Name X Qty - $Total {noformat} Format will use fixed width font, with padding.

5. Check In/Consult Workflow changes

The party.organisationLocation needs to change to include an option 'selectInvoiceAtConsult' (better name please..) If this is true, then Check In/Consult workflows will prompt the user to select an invoice to bill to, prior to editing the medical records. The user can select either an existing invoice (not POSTED), or create a new invoice. Where multiple invoices exist, they will be summarised with their date, status, totals and the patients included.

6. Invoice rule changes The InvoiceItemSaveRules need to be updated to link invoice items to the current visit, if no relationship already exists.

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