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Automate housekeeping for inactive customers and patients

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Submitted by tanderson on Sat, 11/01/2020 - 09:28

Development Project Status: Under Discussion

Total cost estimate (ex-Tax): 
$660
Due date for completion of this stage: 
11/01/2020
Release: 
Future
Project funding: 

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Project description: 

When a customer or patient is deactivated, or a patient dies, any pending appointments for them remain, and need to be manually cancelled.

This should be automated. To avoid cancellation of appointments after accidental deactivation, schedule the cancellation to occur 24 hours after the customer or patient was deactivated.

 

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Re: Automate housekeeping for inactive customers and patients

Submitted by activet on Tue, 14/01/2020 - 18:49.

Hi Tim,

If there is any future appointment present indeed for the deactivated patient, would it be feasible to bring up a new window to ask the user to confirm the cancellation rather than scheduling the cancellation after 24 hours? Secondly, would the auto cancelled appointment still take up the time slot (status changing from Pending to Cancelled) or would it be deleted? I think this spec would need to be discussed.

Kind regards,

Anthony (ActiVet)

Re: Automate housekeeping for inactive customers and patients

Submitted by tanderson on Wed, 15/01/2020 - 09:11.

A patient can be marked inactive or deceased by:

  • manually changing the Active or Deceased flags in the user interface; or
  • charging a product with a Demographic Update that changes the flags

The Demographic Updates make it more complicated to prompt the user to cancel appointments, as they are only applied after an invoice is finalised. A check would need to be added in the various workflows to ensure that if any patients have been marked deceased/inactive since the invoice was finalised, prompt to cancel outstanding appointments.

The appointment status would be set to Cancelled, so it would take up a time slot if the schedule doesn't allow double booking. This may need to change so that appointments can still be made in slots that have a cancelled appointment.

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