Worklist blank

OMG... opening day and I'm being assaulted with questions!  Luckily, they haven't been too hard and I've been able to handle almost all of them (but still really looking forward to closing time!)

I do have one issue, however, that I have spent quite a bit of time on and it has me stumped.  The worklist view is blank when patients are waiting.  It's working in our practice version of OVPMS but not in the production version.  I've gone through and compared configurations item by item but don't see the issue.

  1. The clinicians are tagged with the practice location. 
  2. The practice location has a Main Schedule View and a Main Work List View
  3. The Main Schedule View has the Clinicians and Surgery Schedules
  4. The Main Worklist View is associated with the Main Waiting List

The Main Schedule View brought up with Workflow > Scheduling looks great.  Once a patient is checked-in, however, and the customer status goes to "waiting", in our practice version of the program, the Workflow > Worklist screen shows that the customer is waiting.  In the production version, however, that worklist is blank.

I think I understand the logic and the interconnects, but still nothing.  I've seen in the forum questions about tweaking and some weird behavior at times, but didn't find any reference to an unpopulated worklist... so I'm sure it's me.

Anyone have any ideas what's happening? All hints would be greatly appreciated!

Thanks,

Sam

Kamloops, Canada

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Re: Worklist blank

Can you make sure there are actually tasks in the work list?

The following SQL should list all tasks for all work lists done today.

select task.activity_start_time start, task.status, wl.name worklist, wl.active, customer.name customer, patient.name patient
from acts task
join participations pwl on pwl.arch_short_name ="participation.worklist" and pwl.act_id = task.act_id
join entities wl on pwl.entity_id = wl.entity_id
left join participations cp on cp.arch_short_name = "participation.customer" and cp.act_id = task.act_id
left join entities customer on cp.entity_id = customer.entity_id
left join participations pp on pp.arch_short_name = "participation.patient" and pp.act_id = task.act_id
left join entities patient on pp.entity_id = patient.entity_id
where task.arch_short_name = "act.customerTask" and task.activity_start_time >= DATE(NOW())

 

Re: Worklist blank

Hi Tim... wild day!

I ran your query and get "Empty Set".

But that did give me a big hint and so let me take a look tomorrow at the task setup.  I haven't really been paying much attention to tasks to this point and so should educate myself on their use and configuration.  I'm suspecting that's the issue.

Thanks,

Sam

Re: Worklist blank

Sam: a couple of suggestions:

a) cut the activity_start_time selection from the query  - ie comment out as
/*and task.activity_start_time >= DATE(NOW())*/

This will let you look at everything irrespective of date. It will be interesting to see if there is still nothing there.

b) on the Workflow|Work lists screen, can you manually create a task - ie click on a empty worklist slot (so it shows New...) and then click it again - you should get the task create/edit screen.  If there is a permission problem you will get

NOTE - I have just tried checking-in an appointment when logged on as a user with no priveleges - you get the above error [I did have a theory that if the user did not have the required accesses then the checkin would not create the task but no error would be given.]

c) (this is also related to the above test) - if you log in as administrator, can you create (and see) tasks in the worklist.

d) when the appointment is checked in, what does the status show on the Workflow|Scheduling screen ?

Note that we use the following schedule view expression:

concat(substring(concat(openvpms:get(., 'clinician.name'),': ', openvpms:get(., 'patient.name'),' ',openvpms:get(.,'customer.objectReference.lastName'),' =',substring(openvpms:get(.,'act.status'),1,2)),1,30),'\n', substring(concat('[',openvpms:lookup(openvpms:get(., 'patient.objectReference'),'breed'),']'),1,30),'\n', substring(concat(openvpms:get(.,'scheduleType.name'), ':', openvpms:get(.,'act.reasonName'),' ', openvpms:get(.,'waiting')),1,30))

which generates stuff like: (DG is the clinician name, Scattermoose is the patient, Get6338 the owner's name, =PE says status is PEnding, and the rest is self evident.

For the worklist view we use:

concat(substring(concat(openvpms:get(.,'clinician.name'),':',openvpms:get(.,'patient.name'),' ',openvpms:get(.,'customer.objectReference.lastName'),' =',substring(openvpms:get(.,'act.status'),1,2)),1,60),'\n', substring(concat('[',openvpms:lookup(openvpms:get(.,'patient.objectReference'),'breed'),'] ',openvpms:get(.,'scheduleType.name'),':',openvpms:get(.,'act.reasonName'),' ', openvpms:get(.,'waiting')),1,60),'\n',openvpms:get(.,'act.description'))

Note that by setting the worklist view expression to " " I can get the worklist entries to blank out as follows:

but the 'colours' are showing that there are tasks there - so I suspect that this is not your problem.

Note that if I simply empty the worklist view expression then I get a default view which is perfectly functional.

 

Sorry - I am now out of ideas as to what to look at.

Regards, Tim G

 

 

Re: Worklist blank

Thanks for all that Tim G...

I'll have to run the query when I am back at the clinic tomorrow but can provide a few answers.

It made no difference whether we were logged in as administrator or not, no items were shown in the worklist view (not even colors).  In fact for the time being, while we get things sorted, most users are administrators... so I don't think it is a permissions thing.

When a patient is checked in from the Workflow | Schedule, the status turns to Waiting and appear that way in the Schedule view.  I thought that would be the trigger to get it to appear in the Work List view (as it does in our practice version), but no joy.

I'll try your schedule and worklist expressions as well.  I've not customized them and so have just accepted the default blank for the expressions for each. 

I'll be anxious to see if any of this works.  I'm suspecting that for some reason, the task list is just not being populated.  I'll start by making sure I have at least one kind of task specified and is being used when making the appointments.

Thanks for your help on this.

Sam

 

Re: Worklist blank

Sam - it may be worth looking at http://www.openvpms.org/documentation/csh/1.7/concepts/schedulesWorklist... - which lists what happens as part of checking and see what is happening in your case.

ie - do you get the visit created [I suspect so - or else there would be more yelling from you].

Note - I tried removing the task types from the worklist. [I thought that it might not complain but no create the task - no go - it complained when I tried to check-in to the worklist with no tasks.]

The only thing I have not tried is setting up checkin documents the way I think you have them [we do not use this facility].

Regards, Tim G

Re: Worklist blank

I've looked at the document you referred to and in fact made copies for all the staff last week during the training as I thought that it gave a very good overview of the whole process.  I'll go through it again myself and see if there is any more insight I can get regarding this problem.

I may have found the fix, although it is not a very satisfying one as I still cannot find the difference between the two versions of the program.  It seems that when the receptionist was booking appintments, she was just skipping over the Appointment Type field, and leaving it to the default '*'.  Nothing was being produced then on the Work List when the patient is Checked-In.  When the appintment type is set to anything else, however, then it appears in the Work List.  "Eureka!" thought I until I see that it is exactly the same way our sample/practice version of the program is set up.  If the '*' is left in the Appointment Type there, the Work List works fine. Grrrr. I can't see where the difference lies.

So for the time being, I've made sure that the receptionist selects one of the appointment types when making the booking. That only makes sense anyway. We'll monitor and see if this works. 

Thanks for thinking about this.  I'll let you know if this works.

Sam

PS - I tried out your expression for the Worklist View.  When I put it in the Display Expression window and Test, it seems to fill out the Expression Properties fields properly, but when I apply Test at the bottom of the screen, it throws an Expression Error. Hmmm.

Re: Worklist blank

Sam:

1) Your 'Test button gets error' problem is a documented feature - essentially you cannot use 'Test' to test sexy expressions - see http://www.openvpms.org/documentation/csh/1.7/admin/organisation/worklis... - see the note 8 lines up from the bottom.  The problem is that the Test code does not have a patient and/or customer to work with and thus the object references fail.  I have just tweaked the description of the Test button to say " Note that it is possible to write a valid complex expression that the Test facility says is invalid - see the note at the bottom of this page."

2) The * appointment type (it was in the setup xml I sent you) was my idea of of to how to set things up - as expressed in the final para of http://www.openvpms.org/documentation/csh/1.7/admin/organisation/schedule - which says:
"Note that in order to enable the quickest possible selection of the Appointment Type on the Workflow/Scheduling screen, you should define an appointment type "*" (description 'unspecified') and make this the default.  With this as the default, then when you create an Appointment when you press the binoculars for the Appointment Type field, you will see the complete list of available Appointment Types. Alternatively, when you tab to the Appointment Type field, (which selects the *), you can then type the first letter of your required Appointment Type (eg c for Consult, h for Health-check, etc - assuming you have set the other appointment types so that each start with different letters)."

However, we found that people were leaving this as * so we made the default 'Consultation'.

3) I still cannot duplicate your problem - however, I am playing with a 1.8 beta system rather than your 1.7.1- I do not have a 1.7.1 test system at the moment.

4) You might want to check the default task type set for the worklist you are checking into. [I tried setting up a worklist with no task types - but this will not let me check in as there is no valid task types for this worklist.]

Regards, Tim G

Re: Worklist blank

Putting in an appointment type seems to have fixed the worklist blanking issue... but I'm not exactly sure why as it doesn't seem to be an issue in our practice version of the program.  But anyway, that issue now seems to be solved to our satisfaction.

Just a comment about the program in general, however.  The impressions and feedback I have received about OpenVPMS from all the vets and staff over the past few days has been universally excellent!  And we are now at the hardest stage of adoption of any new system... the first couple of days where new clients are standing across the counter the pressure is on. Now is when I really expected to hear the most groaning.  But nothing!  Questions are good... moaning not so good.  But no complaints at all!  We are just scratching the surface of the features but everything we need now seems to be available and usable.  What an AWESOME piece of software.  Congratulations to the developers for such a great program and equal kudos to all who have been willing to volunteer their time on the forums to help us get up and running with it.

Thank you all so very, very much...

Sam

Kamloops, Canada

 

 

 

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