What do you want to see in OpenVPMS 1.9?
Hi all,
now that OpenVPMS 1.8 is out, what new features would you like to see in the next major release, OpenVPMS 1.9?
The following features are currently included:
- Smart Flow Sheet integration - patients
- Product 'use only in templates' flag
- Default email contact
- Change medical records tabs and filters to not scroll with the content below
- Dose Calculation
- Product price rounding
- Sort charge and estimate items by template or product type
- Practice Location Branding
- Strikethrough for completed and cancelled appointments
Please see the project listing at http://www.openvpms.org/projects and have your say!
Thanks,
-Tim
PS - if you have contributed funds to a new feature, we can make a pre-release version available to you for testing purposes.
Re: What do you want to see in OpenVPMS 1.9?
Hi,
Ok, I will bite....
- User Preferences - We have already committed to 1/3 of this project. It will make life so much easier... You can choose your home screen! Among other nifty user definable preferences!
- Direct editing of documents - Open a open office file. Edit it and have the changes saved back into OVPMS automatically. No saving and uploading!
- Invoice Auto-Save
- Wildcard Searches - Ditch the % saves for most search boxes! We have committed to 50% of this project so it just needs some help to get it across the line!
Cheers,
Adrian
Re: What do you want to see in OpenVPMS 1.9?
We are running 1.7 currently, not sure if any of these suggestions are applicable to other users.
- No click access to reminders - What we would find useful would be the ability to hover over the reminder bell on the patient summary and have the reminders appear in a text balloon similar to the "i" text balloon on the Workflow-Scheduling Screen displaying the appointment notes.
- Reminders, notes and alerts visible and accessible when booking a new appointment - When making an appointment clients are often unsure which "shot(s)" they are booking in for. At the moment we have to make the booking, click on the patient file, click on the reminder icon and then go back and edit the appointment if necessary. Perhaps when on the edit appointment screen the reminders, alerts and notes icons for that patient should be visible at that point. If the cursor is placed over the icons then the detail could pop up. This would not add any extra clicks and would make the information more accessible.
- Better access to all of a customer's pets within a patient file - a hyperlink list of the active patients for that client underneath the patient summary box. Most of our customers have four or less pets in the household so this list could be limited to say 3 animals with any additional active patients under a hyperlink titled "more". This would mean being able to ask about other household pets by name without changing screens and being able to access their information with a single click.
- Copying estimates - Currently when you copy an estimate it can only be copied into the same customer's file with the title "Copy of ....". What would be a better function would be to be able to copy that estimate to another patient or customer. When you select copy a lookup client and patient prompt could appear so you can select the destination for the estimate.
Also, I'm not sure what the current situation with the multi-day scheduling feature is. Has that been added to 1.8 ? We contributed some funding to development but I haven't heard anything further about it. This would be a very useful feature for managing our boarding schedule, especially around the school holiday periods.
Thanks,
Stephen
Re: What do you want to see in OpenVPMS 1.9?
Hi Stephen,
it looks like you contributed to the Recurring Appointments project? This (and the multi-day schedules) were released in OpenVPMS 1.8. See New in 1.8 - Appointments for details.
Regards,
-Tim
Re: What do you want to see in OpenVPMS 1.9?
Taking each of your points in turn:
- No click access to reminders
It probably can't be done with a text balloon, and still display the reminders when you click the reminder button. That said, it might be possible to display a smaller popup that lists the reminders, and is automatically hidden when you click elsewhere on the screen.
- Reminders, notes and alerts visible and accessible when booking a new appointment
The appointment editor already displays customer and patient alerts, so it would be a matter of displaying notes and reminders as well.
Do you want to see customers notes as well as patient notes?
- Better access to all of a customer's pets within a patient file
See Customer summary pets
- Copying estimates
See Copy estimate to different customer/patient
-Tim
Re: What do you want to see in OpenVPMS 1.9?
An audit trail when critical (if not all) tasks are completed and/or records edited. If someone makes a change to a historical record, it would be important to know who is doing it. Also, all accounting transactions, controlled substances orders...
Alan
Re: What do you want to see in OpenVPMS 1.9?
There is a project under discussion that will track the user that created and last updated a record: http://www.openvpms.org/project/add-created-and-updated-details-primary-...
Note that this doesn't support versioning, so you won't be able to see the previous version of a clinical note for example.
Re: What do you want to see in OpenVPMS 1.9?
Search function for product returns.
Currently when processing a product return you can select a date range, but there is no ability to filter or search by a product. This means that you will need to sift through each page of the invoices between the date range, to search and find the product.
If the columns; - product, reorder code, reorder description could be filterable (ie sort from a-z, z-a) this would be great.
Thanks
David
Adelaide Animal Hospitals
Re: What do you want to see in OpenVPMS 1.9?
See Supplier Delivery/Return Order selection
Note that the project is not proposing to be able to sort on the columns you mention. To do that, it would need to drop the order row, and just list the order line items. You wouldn't then be able to select all order line items associated with an order with one click.
-Tim
Re: What do you want to see in OpenVPMS 1.9?
A system that records when SMS sent or patient history emailed on client or patient record (please advise is I am missing something ie already available).
Re: What do you want to see in OpenVPMS 1.9?
There's a project for this: http://www.openvpms.org/project/customer-communications-log
Re: What do you want to see in OpenVPMS 1.9?
Hi
Any chance we could get a Print button for Estimates? I know once an estimate if finalised you have the option to print, but clients would like to print at later times and also email from Print.
Re: What do you want to see in OpenVPMS 1.9?
This is scheduled for 1.9: OVPMS-924
Re: What do you want to see in OpenVPMS 1.9?
Greetings -
I've been asked by the Canadian group for an enhancement to the tabs that appear at the top of the Patients - Medical Records. As it is beyond me, I promised that I would post it in 1.9 requested features. I warned them that I believe it to be a bit more complex than they were thinking.
The request is that each of the six tabs at the top be visually distinct (underlined text, color change, whatever) when there is something to see in that tab. As it is now, the only way to see if there are documents or prescriptions is to open the tab and take a look. They seem to feel that having some kind of indication that something is actually there would be helpful.
I warned them that I thought that the actual search function was not called until that particular tab was activated, but maybe I'm wrong and there is a quick way to know if there is anything but "null" on the tabbed page.
Thanks,
Sam
Re: What do you want to see in OpenVPMS 1.9?
Path lab results displayed as text notes rather than as PDF files we have to drill down into.
Re: What do you want to see in OpenVPMS 1.9?
For this to be supported, either:
Which lab provider do you use?
Re: What do you want to see in OpenVPMS 1.9?
We use:
- IDEXX (internal and external)
- Symbion/Vetnostics (external)
Re: What do you want to see in OpenVPMS 1.9?
Greetings,
We love the new batch system and have updated our vaccination certificates and such to reflect the new information available. We use multiple entries of the same vaccination product in order to assign each a specific vaccination certificate reflecting a 1-month, 1-year or 3-year validity. Since the same vaccine is being used for multiple listings of the same product, it would be helpful to have either:
1) the ability to copy batch numbers as we do with products (good), or
2) the ability to do assign a single batch number to multiple products (much better!)
Thanks,
Sam
Kamloops, BC
Re: What do you want to see in OpenVPMS 1.9?
Sam - it seems to me that batch information is tied to one product.
If one product can be used to do vaccinations with 1-month, 1-year, and 3-year validities, then I suspect that this is best handled using templates.
That is, you have templates for each of these. Each template includes a) the medication or merchandise product with the batch information; and b) a service product that has the required reminder and documents attached.
You can either set the template with Print Aggregate set so that it shows as one line on the invoice, or you can leave Print Aggregate unset, and unset Print on any component that you don't want printed.
Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
OK, I'll take a look. Haven't used product templates. We're just trying to get around adding three new identical batch numbers each time and assigning one to each product... when in actual fact, the products are the same physical product. We would, however, rather see the workload on the frontend and not at invoicing time. I'll have to see how the templates actually work. If more selecting has to be done at invoicing time, that will be a non-starter here.
Thanks,
Sam
Re: What do you want to see in OpenVPMS 1.9?
If you haven't used templates, you haven't lived ;-)
Seriously they are wonderful for reducing invoice data entry - call up "Cruciate-Extracapsular Repair (<15Kg)" and it expands to 15 items with the required quantities. It also allows you to zero cost and not print some items - so that you can track consumable usage but not show them of the invoice.
Also, in your case, you just order and receive one product - and set its batch data when you receive it, and the one product is use in the 3 difference (templated) vaccinations.
As it says in http://www.openvpms.org/documentation/csh/1.8/product/template "... used to group a number of products together so that time is saved when generating invoices and estimates"
Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
I am sorry if I am late to the discussion but we have only just upgraded to 1.8.1....
1. When creating a New 'Visit & Note' in Patient Medical Records, the window for the Visit & Note appear together for adjusting at the same time.
Currently when we make a new visit and note, we write the notes then OK to save and close, then we have to go back into the Visit line and adjust such that the Reason for the Visit reflects the notes.
Prior to 1.8 it was 'No Reason' now it comes up 'Examination' and 9/10 this is not reflective of the notes.
Currently after a user has written the notes the Visit line is not updated. It would save time if both appeared together as going back to complete a task does not always happen.
2. Visit line in Patient Medical Records is COMPLETED when a Client purchases a product out of Workflow
When a client comes in to purchase a product through Charges, the Invoice is complete, finalised and the invoice is paid, the Visit line in their Medical Records comes up with Reason = Examination and the Status is left IN PROGRESS.
I would like it not to say Examination as no examination was done.
The Visit needs to be Completed as currently we have to run a report each day to adjust them manually.
Sorry but could not do a screen shot but needed to attach as a file
Re: What do you want to see in OpenVPMS 1.9?
Anna - 'Add Visit & Note': a) You are getting 'Examination' set as the visit reason because in your system Examination is set as the default visit reason. You can use Administration|Lookups|Visit Reason to unset the default from Examination. You can then either choose not to set a default [in which case you will get 'No Reason'] or set something else as the default.
b) change 'Add Visit & Note' to also allow you to set the visit reason on the same screen. There has been a large discussion in the past - see http://www.openvpms.org/forum/add-visit-and-note-suggested-change and there is both an open JIRA OVPMS-1619 and a project http://www.openvpms.org/project/reduce-incidence-no-reason-visits
Re your 2nd point: a) visit reason = 'Examination' - see discussion above
b) Playing with my 1.9 system - the visit status is set to Completed when the invoice is finalised.
Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
Thanks Tim .. yes I did know why we get "Examination" when we do a new Visit and Note. Think for the time being I will go back to No Reason.... as Examination implies the pet was in the clinic and examined.
And I do remember some discussion about the new "Visit & Note" function and re reading through this I suppose we use it not the way it was intended but seems to work well for us. Say if an owner calls up 2 months after their last visit to say that the patient was had some diarrhoea, but a visit and examination did not eventuate We would then make a note in their history then we would make a new Visit and Note - even though there was no visit per se. This is so their history flows chronologically.
So I would like to keep the function to do this.
Would also really like the point in the discussion...
"If a visit is created as the result of a customer sale then:
This is addressing my point about Customer sales currently saying Examination - or if I go back to No reason, to say No reason.
Thanks Anna
Re: What do you want to see in OpenVPMS 1.9?
1.
Vaccination batch number and expiry dates automatically recorded onto patient clinical notes when the item is selected for invoicing. This would save on the information having to be recorded in the invoicing section, again in the client notes screen, and again manually written into the patient notes.
These details should then also link into vaccination certificates so that vaccination, batch number, expiry and company can automatically fill and be printed.
2.
Templates: with a pop up box for items to invoice/ or not to invoice before the final invoice is generated. (this can also work in the estimates form when it is invoiced)
eg general anaesthetic: where there may be a variety of premed drugs or induction drugs available for use, but only 1 or 2 or 3 need to be priced. It is long winded to have all the possibilities invoiced, then go back and delete those that haven't been used. Instead a pop up box automatically set to 0, giving an option to modify the value dispensed or keep it at 0 (ie not invoiced), before the final invoice is generated.
This will be particularly helpful for S8's to ensure they are recorded and automatically linked into the S8 software program.
Re: What do you want to see in OpenVPMS 1.9?
1. Unless I've misunderstood your point, this is supported in OpenVPMS 1.8. Batches can be tracked during charging and dispensing. See Batches for details on how batches are managed.
2. In 1.9, it is much easier to delete items from an invoice; it doesn't jump back to the start when an item is deleted.
When you invoice estimates, or use templates, how often are you deleting items? If its not very often, then having a 2 stage process where items need to be selected/deselected before they are added to an invoice could slow down charge capture.
An alternative would be to provide an option to flag particular templates as requiring confirmation e.g. an Anaesthetic Template might list the available drugs. Selecting this template would display a prompt asking for which of the drugs to appear on the invoice.
It would be harder to support this when invoicing an estimate, as some template information is lost when expanding a template in an estimate, particularly when nested templates are used.
Re: What do you want to see in OpenVPMS 1.9?
I agree that it would be nice to have a "pick list" for templates. Tim's alternative suggestion of a pop up is good. This would solve our current issue of needing to have a template "Sedation (Butorphanol/ACE)" with another "Sedation (Methadone/ACE)" with another "Sedation (Medetomidine/Butorphanol)" etc etc...
Re: What do you want to see in OpenVPMS 1.9?
1. Batches: I understand that batches can be tracked during charging/ dispensing, perhaps I am using the program incorrectly, but I have been told that the batch number cannot appear on the patient summary screen (I can see the expiry date, but not the batch number). I would usually add the batch number of vaccinations administered to the patient record, but as it doesn't appear on the item in the patient summary screen, I still need to manually record this information. It would be helpful for this information to be recorded on the patient summary screen, so when history is viewed/ emailed/ printed: batches are recorded and visible.
Also if I add the batch number to a product used in the invoice screen, this does not then automatically appear in the patient summary screen: I have to double click the product in the patient summary screen and select the batch again here.
Is there a way to avoid these extra steps?
2. We are in the process of starting the use of templates, but were particularly interested in using a template for sedations/ GAs where there are potentially more than 5 different products we could use. Deleting the items we don't want from the template would be a very long winded process.
Your suggestion of a flagged template could work: it would need to prompt a list drugs from which one or two or more could be selected.
The last computer system I used would pop up with a drug where it was automatically set at 0 quantity, so wouldn't be invoiced unless this quantity was changed by the user. Quite a quick process. Perhaps the flagged template would be similar?
Re: What do you want to see in OpenVPMS 1.9?
Tim A - re Noni's point 1 above, can't we tweak IMObjectTableModelFactory.xml to expand the act.patientMedication expression to add the batch info as follows:
concat(openvpms:get(.,'product.entity.name'), ' - Qty: ',/details/quantity, ' Expiry: ', expr:if(boolean(/activityEndTime), date:formatDate(/activityEndTime), 'None'), expr:if(boolean(/details/label),concat(' ',/details/label),''), expr:if(boolean(openvpms:get(.,'batch.entity.name')), concat(' Batch ',openvpms:get(.,'batch.entity.name'),' ', openvpms:get(.,'batch.entity.manufacturer.entity.name')),''))ie, add the line "Batch AB-1234567 Bloggs Pharmaceuticals" if there was a batch.
Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
The somewhat longwinded expression for that would be:
concat(openvpms:get(.,'product.entity.name'), ' - Qty: ',/details/quantity, ' Expiry: ', expr:if(boolean(/activityEndTime), date:formatDate(/activityEndTime), 'None'), expr:concatIf(' ',/details/label), expr:concatIf(' Batch: ',openvpms:get(.,'batch.entity.name'), expr:concatIf(' ', openvpms:get(.,'batch.entity.manufacturer.target.name'))))This will produce output like:
Re: What do you want to see in OpenVPMS 1.9?
Tim - I think that the 'show batch data if there is any' is a sensible approach, but the more we complicate the TableModeFactory expression the bigger the load on the system. One possibility is to move some of the expression into the description node of act.patientClinicalEvent so that it is precalculated and does not have to re-evaluated each time the medical records are displayed. We can't move the lot into there because of the 255 max description and the potential size of the label text.
However, migration is going to be intensive as we would need to recalculate all the descriptions.
Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
1. In terms of viewing, there is now a project to toggle the display of batch numbers in patient history.
For the purposes of emailing and printing, the JasperReport template can be updated to include batch numbers. There is a JIRA to do this for 1.9.
2. I've started a new forum topic to address this here: http://www.openvpms.org/forum/possible-estimate-and-template-enhancements
Please provide feedback to the relevant project or forum topic.
Re: What do you want to see in OpenVPMS 1.9?
It may well already exist or be possible, but I consider myself as a very basic user (thanks for all the help in getting to where I am, Tim G!) and mine are pretty basic:
to show the outstanding account balance on a payment receipt. At the moment, when I process a payment and then email a receipt, it only says how much has been received and by what method, but when the client hasn't settled the whole amount outstanding, it would be very good to put this in so that they can see what their balance is. At the moment I often have to send a customer running balance report to ensure they know where their account is at. (also, interestingly, the only place that the currency still shows a '$' sign is on a receipt printed after an account payment, as opposed to when an invoice is paid straight away - the latter is all good - we are in South African Rands (R...,00) and have had to change this where possible, but I suspect I am in quite a minority in this regard...!)
to have a report, preferably with date filters, of when and by whom any particular product was sold/invoiced. This would be great for checking popularity of a product or how often one has used a particular drug, or to check computer accuracy against physical stocktakes, or even to list/total the number of km's travelled (I have a travel fee per km as a service) so if a locum does farm visits and invoices correctly, it would be very easy to see how much mileage he/she needs to be paid for.
Thanks!
Daryl
Re: What do you want to see in OpenVPMS 1.9?
Daryl:
a) I am currently renovating all the system documents (ie invoices, credit notes, receipts etc) and this work includes internationalising as much as possible [which will fix your Rand problem].
b) There is a standard report in the 1.8 package that should do what you want - the 'Customer Product Sales Report' - I just checked and this is in your system.
Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
Some possible additions, please let me know how practical they might be:
1) currently the insurance information is linked to the client rather than the patient. There are many clients with one patient insured, and others not insured, or patients insured with different companies. If this information was linked to the patient, this would make this a more usable function
2) Any chance of a "back" button to get back to the last area that the user was working on - eg back to editing the invoice after adding a different client to the scheduler?
Thanks
Re: What do you want to see in OpenVPMS 1.9?
As far as 1 goes there is :
http://www.openvpms.org/project/patient-insurance
Not sure about 2
Re: What do you want to see in OpenVPMS 1.9?
Winston - re your number 2: as you probably have found using the browser's Back function will take you back to the login screen (but fortunately, having done this by error, Forward returns you to where you were).
Have you played with the multi screen facility (as per http://www.openvpms.org/documentation/csh/1.8/introduction/screenLayout which includes:
This provides the solution to the 'I am in the middle of doing an invoice and someone wants to make an appointment' problem. ie when you are in the middle of doing something and you need to do something else, you click the New Screen icon, do the necessary, then close that screen and you are back in the middle of what you are doing. For reception staff, it makes sense to have multiple screens open (say one for the schedule, one for the worklist, one for ... etc).
Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
In invoicing, you have 2 different input points for items
1st one for Products and the 2nd one for Templates.
Combined with this, the ability to search just for Templates in that input point!
Re: What do you want to see in OpenVPMS 1.9?
Garry - on the product search screen, you can select just templates
What am I missing? Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
I'm trying to save clicks.
What I am asking, and assume might be a step too far is as follows.
On that invoice screen on the left side reading down the inputs are, date, patient, product, batch. Could a field sit in between product and batch. Could it automatically only look for templates?
I spent the weekend messing around with trying to improve our use of templates. My only concern with templates is if people confuse what is a single item, versus a template and don't pay attention enough or care enough to get it right and then miss charges. It will be the systems fault and not theirs!
Balloon! Out !
Re: What do you want to see in OpenVPMS 1.9?
The 1.9 feature 'Use only in Templates' flag might help here. From the New Features page:
Products now can be excluded during charging and estimating via a new Use only in Templates flag. This is designed to stop direct entry of products that should only be included in charges and estimates via a Product Template.
Any product with this flag set:
Re: What do you want to see in OpenVPMS 1.9?
That is probably 51% of the answer and probably the best and only solution.
We currently hide items that are in templates that we don't want used, by adding a full-stop to the front of the description. It means you only find then when you use a wild-card at the front when searching. Most of those items are ones that you would use so frequently that you don't tend to need the wild-card. Eg everyone types ana for an anaesthetic drug. Now if you do that, only templates come up.
Re: What do you want to see in OpenVPMS 1.9?
Has anyone ever raised the idea of when you make an appointment and have entered that client and patient details, that instead of just the patient alerts coming up, that all the stuff comes up including the reminder bells?
Re: What do you want to see in OpenVPMS 1.9?
No - nobody has ever suggested showing different amounts of information in the left panel in different situations. I can see the following reasons for the existing design:
Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
ALERTS
- We on occasion have issues with alerts not being intrusive enough to change behavior.
- In our clinic there are a few select Customer Alerts that are set for REALLY important things. Examples would include REFUSE SERVICE (violent or non-paying clients or a few that have been asked to seek vet attention elsewhere for various reasons) - CASH PAYMENT ONLY, etc. We have had multiple occasions the alerts have been missed because they are not obvious enough.
- I would love to see a certain class of "HIGH" priority alerts that actually produce a big red popup screen with the alert that must be acknowledged and snoozed or clicked through when that client (or a patient of theirs) is accessed.
Re: What do you want to see in OpenVPMS 1.9?
I would like to see a change in the layout of the billing window. I reckon the clinician entry should be above patient and product etc.
We are trying to get into templates. What I find is when you first start an invoice, the previous clinician to use the computer automatically comes up. If you choose a template and hit add, then all the items get attributed to that clinician. You then need to go through each item to change to your code. We are too stupid to change to our code beforehand, as the page is not set out to remind you to enter it until it is too late!
Also, for forum threads to build with the newest entries at the top!
Re: What do you want to see in OpenVPMS 1.9?
- When editing notes it would be cool if we had a "Convert to Letter" button. This would then copy the text in the note, ask you to select from letter templates and insert the text into the selected template.
- This would simplify referral letter creation for us. Instead of:
- Select All -> Copy -> Ok -> New -> Letter -> Template -> Ok -> Paste -> OK
We would get:
- "Convert to Letter -> Template -> Ok
If there are multiple input fields it would just let you select which one to import to and the rest could be filled as required.
Re: What do you want to see in OpenVPMS 1.9?
Adrian - as a result work work done with AVC, when 1.9 hits the streets there should be the ability to pull a selected note into an email template. Currently the template we have is capable of pulling all the notes from a selected visit into the email (and medications if necessary), but there is a JIRA to allow the template to access the currently selected object (eg a note) and pull just that in.
I have also come to the conclusion that it is better (if you are trying to do sexy stuff) to use a jrxml report as the template content rather than an odt document - because you have better control over the paramter order and there are no problems with lots of text from macro reports.
Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
Hi Tim,
That is great news. Will this allow us to edit the note material prior to sending? Will the template generated (e.g. referral letter or discharge letter) be saved in the medical history as a PDF?
One issue for us is we often want to be able to write these over time and edit them prior to finalising and sending.
JRXMLs are great, but beyond my capacity to generate internally. However for this sort of thing perhaps this is worth getting someone to do this for us.
Re: What do you want to see in OpenVPMS 1.9?
Adrian - it pulls the text into an email and then you can edit the email prior to sending. The email is recorded in the comms log, and I have put a report in the resource library that allows you to search the comms log with lots of options.
Regards, Tim G
Re: What do you want to see in OpenVPMS 1.9?
Drop down list of emails for emailing patient records that can include emails other than owner only - for example specialist vets, other hospitals and pet insurers.