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SmartFlow - support syncronization of templates

Submitted by Ben_Charlton on Tue, 15/05/2018 - 11:10
in

Currently, Templates don't sync to smartflow for billing purposes.  I am wondering if this limit can be removed so that a smart flow procedure could be linked to an OpenVPMS template. 

Most procedures done at a vet practice really require templating if you're going to manage stock effectively...i.e - a Fluid Setup might use a catheter or two, iv line, bag of fluid, etc - all individual stock items that need tracking and reordering.

 

 

 

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Re: SmartFlow - support syncronization of templates

Submitted by tanderson on Tue, 15/05/2018 - 11:59.

The main reason this isn't supported is due to the complexity in supporting amendments. At the moment, if you amend a billed treatment in SFS, the line item on the invoice in OpenVPMS will be updated.

If the invoice has been finalised prior to a treatment being amended, and the:

  • quantity is increased, the difference between the charged and new quantities will be added to a new Invoice
  • quantity is reduced, the difference between the charged and new quantities will be added to a new Credit

If the SFS treatment corresponded to a template in OpenVPMS, each line item generated from the template would also need to update to reflect the new quantity as well as handling the above.

Additional complexity occurs if a weight based template is used, and the patient weight changes between the treatment being added and subsequently amended. This can change the products invoiced.

Re: SmartFlow - support syncronization of templates

Submitted by Ben_Charlton on Tue, 15/05/2018 - 12:08.

Yep, I get it... conversely I noted  items marked as template only are excluded from synchronization.  I again understand this, but in light of the above - it may be wise to allow this optionally?

Regards
 
Ben 
OpenVPMS Installer and Helper 
Ph: +61423044823 
Email: info[at]charltonit.com[dot]au

Re: SmartFlow - support syncronization of templates

Submitted by tanderson on Thu, 17/05/2018 - 10:02.

Allowing products flagged as 'Use only in Templates' to be used in Smart Flow Sheet defeats the purpose of the flag. If you want to be able to use such a product in SFS, turn the flag off.

 

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