Location-specific Reminders

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Development Project Status: Completed

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Development will not commence until fully funded.

Project description: 

Reminders are currently processed at the Practice level, which means that reminders cannot have Location specific content.

To support Location specific content:

  • a new optional relationship will be added between Customer and Practice Location to denote the customer's "home practice". This will be populated automatically when the customer is created
  • a Location filter will be added to Reporting|Reminders that:
    • filters reminders based on the selected location; and
    • provides a "No Location" option, to process customers that have no "home practice"; and
    • supports processing all reminders, to support the current behaviour

Practices can then:

  • use letterhead according to the selected Practice Location
  • examine the customer's home practice within reminder templates

When reminders are emailed, the Location will be used to select a REMINDER email address to reply to. If there is none for the Location, the Practice REMINDER email address will be used.


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