[Installation] Configuration

I have succesfully installed OpenVPMS and have it up and running on my laptop and was wanting some advice on what I need to do to setup my specific practice, product and tax details ?

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Re: Configuration

Hi rb, If you are setting up a new practice and not migrating from an existing practice then during the installation you should have used the [b]dataload setup[/b] which loads a set of base information such as practice, practice location, currencies, deposit account, till, schedules, worklists, appointment and task types and loads up lookups such as species, breeds, states (Australian), titles, units of measure etc. You will need to modify these to tailor for your practice addresses etc. To do this login as the admin user and select Administration->Organisation and select the organisational entity you want to edit and click edit. Looking through the view/edit screens you will be able to see how the relationships between these entities works and how you can assign appointment types and task types to schedules and worklists respectively. For tax you need to edit the main Practice organisational entity and on the Tax tab select the tax type you want. GST will be available on the selection list. If you have other tax types then you can add them using Administration->Lookup workspace. The standard reports (invoices, receipts etc) and document templates have been loaded as part of the base install. This includes standard Desexing and Vaccination Certificates. You can see these in Administration->templates. You can add as many templates as you like i.e admission forms, referral letters etc. These are written in OpenOffice using merge fields which are defined in the documentation here [url]http://confluence.openvpms.org/confluence/display/USER/Document+Merging+with+OpenOffice+Writer[/url] and loaded up into OpenVPMS in the template editing dialogue. Modifying an existing template involves clicking on the Openoffice icon in the template , editing and saving the file and uploading back into the template. To start I suggest you modify existing template documents to form new ones until you get the hang of it and keep asking questions. I am hoping we will have a lot more documentation on the web site to assist with this soon. I think thats a good start. Look forward to hearing how you go. Cheers Tony

Re: Configuration

How difficult is it to modify word documents generated in word (as for rxworks)?

Customising vaccination certificates

I would like to customise my vaccination (and desexing) certificates. I have found the vaccination certificate in Administration, Templates. The standard odt document and PDF document are attached. When I try to open the odt file the OpenOffice crashes. I was going to cut and paste then alter, save as a new document then attach. The PDF file is presumably unalterable. How can I customise certificates ?

Customising vacc certificates or other openoffice templates

OP= OpenVPMS Hi there, We have done a fair bit of customisation of our openoffice templates and have found this one of OP's real strengths so far. It involved some learning at the beginning though. Step 1. Find your document templates. Ok, somewhere in your OP install is a directory containing a set of basic templates (eg. OpenVPMS\openvpms-reports\src) . These documents are editable either in openoffice (the .odt docs) or Ireport (.jrxml). Note: A duplicate of these docs exist in the database. When OP creates a doc using a template it is using the database copy. Therefore any changes you make to the documents must be uploaded through Administration->Templates to have any effect. Step 2. Backup your templates Personally I ended up copying the entire directory to a subdirectory and then edited there. If I ever stuffed up a template beyond repair (OK it happened afew times) I could just restore from the original location. Step 3. Open the documents and edit Open in OpenOffice and edit away, edit away (take care with adding fields - copying and pasting them anf just changing their names is not enough. You must add "UserFields" for them to work. Thats a whole other post but as a tip, watch closely the naming convention for archetypes in Op and you can source most data). Step.4 Save the documents and Upload Make sure you have saved the document then go into Administration->Templates Edit the template you want this document to be associated with and upload the new version. The pdf is generated on the fly. Test your document using a Patient/Customer to make certain your fields have worked. Hope that helps, Matt PS> Editing Ireport or Jasper report documents requires the same process. PPS> Take care with editing Jasper reports if they have subreports. Dont change their names!

Country and states

Hi,

How do I add/modify the country and the states if I am not in Australia?

I am looking throuhg the documentation but I haven't found anything yet.  I am assuming I need to modify the database but I don't know if there is an easier way if you are not a DBA.

 

Thank you.

RE: Country and states

Hi Marco,

You can setup states through the administration menu in the lookup workspace. You will notice all kinds of lookup types you can add and edit.

The three of interest will be states, currencies and possibly taxes. You assign a currency to the practice in the Organisation area. Same with the taxes.

You can find some discussion about tailoring the application fro other markets in these forums topic.

http://www.openvpms.org/install-problem-0

The dataload setup installation function loads many of these up from a xml data file including Australian states but you can also create and load your own data files for specific countries. Someone just needs to create the xml file containing the country specific information.

If you need help doing this just yell ..

Cheers Tony

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