Searching for clients & patients using their I.D. numbers

Would it be possible to be able to search for a client or a patient by their I.D. number. We have just been going through an account list and have been recording client names & addresses to follow up. It would be much easier to just be able to record and search on the client number. This would also help us in lots of other areas, some as simple as having a client number to record on eftpos & credit cards slips so that you know which client the slips relate to. . We would find that easier than recording phone numbers or client names on the slips.

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Re: Searching for clients & patients using their I.D. numbers

Hi Sandra,

As mentioned in a previous post I think this is a great idea. As mentioned though how do people want this to work ?

Currently when you enter something into the name field on the search dialogue it performs a name search if the entered text contains no number. If it does contain numbers it does an identity search(customer codes, product barcodes , microchips etc that are setup ion the identities tab of customers, patients and products). This is actually problematic in some circumstances as it means real names with imbedded numbers may be overlooked as the identity search is done instead of the name search.

In the case of products specifically this automatic identity search is important as it allows barcode scanners to be used to select products during charges entry.

We have a number of options in regard how we can do id searches then.

1. Add a special id search field on search dialogues. If user enters id in here it will look for an exact match only and automatically select or not display anything in list if not found. 2. Smarten up the name search process to solve both issues above. The suggestion is do a name search first independent of what characters are in the name search field. If this fails then do an identities search. If this fails then do an direct id search. If you specifically want to do a identity search and not do the name search first tick the identities check box.

If users have other options or have concerns or preferences on either of these approaches please post a comment. If you don't you may end up with an program change you are not happy with :-)

Cheers Tony

On 7/02/09 1:50 PM, "sandra@bellvet.com.au" :

> Would it be possible to be able to search for a client or a patient by their > I.D. number. We have just been going through an account list and have been > recording client names & addresses to follow up. It would be much easier to > just be able to record and search on the client number. > > This would also help us in lots of other areas, some as simple as having a > client number to record on eftpos & credit cards slips so that you know which > client the slips relate to. . We would find that easier than recording phone > numbers or client names on the slips. > > > > > _______________________________________________ > 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 > Tony De Keizer > Principal Consultant > Vertical Connect Pty Ltd > Phone: + 61 (0)3 97229824 > Mobile +61 (0)4 21347105 > Email: tony@verticalconnect.net

_______________________________________________ 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

Re: Searching for clients & patients using their I.D. numbers

Hi guys, Option 2 would be most suitable for us. We already do patient id lookups using a separate standalone program.

Matt C

On Tue, 10 Feb 2009 12:49:56 +1100, Tony De Keizer

wrote:

> Hi Sandra, > > As mentioned in a previous post I think this is a great idea. As mentioned

> though how do people want this to work ? > > Currently when you enter something into the name field on the search > dialogue it performs a name search if the entered text contains no number.

> If it does contain numbers it does an identity search(customer codes, > product barcodes , microchips etc that are setup ion the identities tab of

> customers, patients and products). This is actually problematic in some > circumstances as it means real names with imbedded numbers may be > overlooked > as the identity search is done instead of the name search. > > In the case of products specifically this automatic identity search is > important as it allows barcode scanners to be used to select products > during > charges entry. > > We have a number of options in regard how we can do id searches then. > > 1. Add a special id search field on search dialogues. If user enters id > in > here it will look for an exact match only and automatically select or not > display anything in list if not found. > 2. Smarten up the name search process to solve both issues above. The > suggestion is do a name search first independent of what characters are in

> the name search field. If this fails then do an identities search. If > this > fails then do an direct id search. If you specifically want to do a > identity search and not do the name search first tick the identities check

> box. > > If users have other options or have concerns or preferences on either of > these approaches please post a comment. If you don't you may end up with > an > program change you are not happy with :-) > > Cheers > Tony > > > > On 7/02/09 1:50 PM, "sandra@bellvet.com.au" : > >> Would it be possible to be able to search for a client or a patient by >> their >> I.D. number. We have just been going through an account list and have >> been >> recording client names & addresses to follow up. It would be much easier >> to >> just be able to record and search on the client number. >> >> This would also help us in lots of other areas, some as simple as having >> a >> client number to record on eftpos & credit cards slips so that you know >> which >> client the slips relate to. . We would find that easier than recording >> phone >> numbers or client names on the slips. >> >> >> >> >> _______________________________________________ >> 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 > > >> Tony De Keizer >> Principal Consultant >> Vertical Connect Pty Ltd >> Phone: + 61 (0)3 97229824 >> Mobile +61 (0)4 21347105 >> Email: tony@verticalconnect.net > > > > _______________________________________________ > 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 >

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Re: Searching for clients & patients using their I.D. numbers

Hi Tony, 

 
Option 2 looks the most flexible to me. :) 
 
Just one little question... 
If the search finds results for name will it still continue to check identities and return a list containing both name and identity results? 
Or... if it finds results to name will the search cease? 
 
If it is going to return both name and identity results (which I think would be great) then the presentation of the list (i.e. how it is sorted etc) will be important to ensure we can still easily find the record we are looking for. Perhaps the ability for the end user to click on column headings and control whether the list is sorting by id, identity or name would be good... ? :) 
 
Also - would be great if this search function was part of the combination search in CUSTOMERS / INFORMATION so that we can combine the patient name / patient id / patient identities with customer name and / or contacts would be great... :) 
 
Cheers :)
 

Gerrie
 
Gerrie Cooney BSc
Business Development Consultant 
Essentia Consulting 

    0408 811 883

    (08) 6311 7431

E       gerrie@essentia-consulting.com

Re: Searching for clients & patients using their I.D. numbers

Hi Gerrie, I think in order to maintain performance the idea would be  to stop after you get any matches rather than do all three queries on sometimes large databases. The customer identity and id components would be integrated into the current customer search form of course.  We could potentially include the patient id and identity search into the patient field of the customer search form but again we may need to ascertain performance.   Cheers Tony

Searching for client and patient I.D. numbers

Sandra @ Bellarine 

I've got a bit lost reading that. When you mention the identity search 'customer code' in what circumstance would you use it? We don't use customer codes in our clinic (does anyone and what for) and I can't quite work out when you would use indentities under clients?

I don't think I'm qualified to comment on the different options above as I don't quite understand how they would work.  Sorry for the lack of feedback. 

Sandra.

Searching for Client & Patient using the ID numbers

Sandra @ Bellarine

So would we put the client I.D. number in the name field and tick search identities and find?  Is this the kind of format the search would be in?

 

 

Re: Searching for Client & Patient using the ID numbers

Hi Sandra,

That is one idea and possible means we don't have too many search fields on the customer search form.

Other options may be a separate search field or the system can do an identities search (customer identities or id's) if it fails a name search or when all numbers in name search field ...

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: 25 Feb 2009 03:09:56 -0000 > To: > Subject: [OpenVPMS Users] Searching for Client & Patient using the ID numbers > > Sandra @ Bellarine > So would we put the client I.D. number in the name field and tick search > identities and find?  Is this the kind of format the search would be in? >   >   > _______________________________________________ > 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

Searching I.D. numbers

Sandra @ Bellarine

I would be happy with putting the I.D. number in the name field and ticking the identities box.

Is there any added benefit to doing it the other way?

Sandra.

Re: Searching I.D. numbers

Hi Sandra,

Don't believe so. Same no of steps really.

I will JIRA the change and then we can see when it can be scheduled for development.

Cheers Tony

On 27/02/09 2:44 PM, "sandra@bellvet.com.au" :

> Sandra @ Bellarine > I would be happy with putting the I.D. number in the name field and ticking > the identities box. > Is there any added benefit to doing it the other way? > 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

_______________________________________________ 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

Searching for clients &

Hi,

 

We have JIRA'd the Id search feature which can be found here

 

https://openvpms.atlassian.net/browse/OVPMS-877

 

Estimated time to complete is 16 hours based on thsi specification.

 

Cheers

Tony

ID Search feature: Shaking the can

Hi everyone,

So the ID search feature has been adequately discussed, a JIRA has been created (https://openvpms.atlassian.net/browse/OVPMS-877) and the time required has been provided (16 hours).

 

16 hours @ $75/hr = $1200

 

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%

ID Search Feature: Funding Update (25%)

Current % Funded: 25%

Thank you to our contributors.

ID Search Feature: Funding Update (25%)

Current % Funded: 25%

Sorry - the funding total for this project has been showing as 0% and this has been at 25% funded since early June. The project totals have been corrected.

 

As always, thank you to our contributors.

Matt C

ID Search Feature: Funding Update (35%)

Current % Funded: 35%

Thank you to our contributors.

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