Prefilled emails from document templates

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Submitted by tanderson on Tue, 07/04/2015 - 17:07

Development Project Status: Completed

Total cost estimate (ex-Tax):

$2830

Due date for completion of this stage:

07/04/2015

Release:

1.9

Current Percentage Funded:

21.00%

Project description:

Overview

OpenVPMS supports ad-hoc emails of:

customer charges and estimates
customer, patient and supplier documents
reports

E.g., to email a patient document, the Print button is selected in Patients - Medical Records - Documents. The displayed Print window has a Mail button. Selecting this displays a Write window with:

the Subject set to the document template name
the document attached

This project will extend this functionality so that emails are pre-filled with text defined in the associated Document Template.

The text may optionally contain macros, to enable text to be generated based on what is being mailed.

This will save time and ensure consistency when sending emails.

Configuration

The Document Template archetype will be extended to include an Expand Macros On Email flag. If selected, any macros in the Email Subject and Email Body fields will be expanded when the email is generated.

To retain backward compatibility with existing statement and reminder emails, this flag will default to off.

Macro Evaluation

Where possible, macros will evaluated against the object being mailed and will have the current context supplied as variables.

E.g. a patient medical history template may have:

Email Subject: Medical history for @patientname
Email Body: @medhistoryreferral

The Email Subject and Email Body have no restriction on the number of macros present.

Mail Attachment	Macro evaluated against
Patient Form	act.patientDocumentForm
Patient Image	act.patientDocumentImage
Patient Letter	act.patientDocumentLetter
Patient Medication Label	act.patientMedication
Prescription	act.patientPrescription
Reminder	act.patientReminder
Patient History	party.patientpet
Customer Form	act.customerDocumentForm
Customer Letter	act.customerDocumentLetter
Customer Attachment	act.customerDocumentAttachment
Customer Invoice	act.customerAccountChargesInvoice
Customer Credit	act.customerAccountChargesCredit
Customer Credit Adjust	act.customerAccountCreditAdjust
Customer Debit Adjust	act.customerAccountDebitAdjust
Customer Estimate	act.customerEstimation
Customer Payment	act.customerAccountPayment
Customer Refund	act.customerAccountRefund
Customer Counter Sale	act.customerAcccountChargesCounter
Customer Statement	party.customerperson
Supplier Form	act.supplierDocumentForm
Supplier Letter	act.supplierDocumentLetter
SQL Report

Statement and Reminder emails

Statement and reminder generation currently does no macro expansion of the Email Subject and Email Body fields i.e., the fields are treated as static text.

If the statement or reminder template has Expand Macros on Email set to true, macos will need to be expanded.

JIRA: OVPMS-1731

Comments

Re: Prefilled emails from document templates

Submitted by tgething (not verified) on Wed, 08/04/2015 - 09:57.

I assume that the text can infact contain multiple macros - ie - the body text could be:
Dear @custname, herewith the invoice for @patientnames visit.

Regards, Tim G

[I just realised that one needs a tailored macro to generate "Fido's" - because @patientname's will not expand]

Re: Prefilled emails from document templates

Submitted by tanderson on Wed, 08/04/2015 - 10:59.

There's no restriction on the number of macros in the subject or body fields.

The reason @patientname's won't expand is because macros must be surrounded by whitespace in order to be evaluated.

Re: Prefilled emails from document templates

Submitted by EastsideVetEmerg on Wed, 22/04/2015 - 22:19.

Hi,

This looks like it fits our requirements.

One question though. Would this be able to be used for invoices/credits/refunds/estimates, etc? It would be useful if it could be used for these as well.

Thanks,

Adrian

Re: Prefilled emails from document templates

Submitted by tanderson on Thu, 23/04/2015 - 00:39.

Can now.

Re: Prefilled emails from document templates

Submitted by EastsideVetEmerg on Mon, 27/04/2015 - 16:39.

wonderful, can we please have this costed.

cheers,

adrian

Re: Prefilled emails from document templates

Submitted by tanderson on Fri, 01/05/2015 - 12:41.

Done. If funded, this project will be scheduled for OpenVPMS 1.9.

Re: Prefilled emails from document templates

Submitted by AAH on Wed, 18/11/2015 - 15:41.

Hi All,

We would like to see this project progress to development asap and we are willing to contribute funds. Can we have a show of hands for those who would be willing to share the development costs for this project ?

Cheers

Tony De Keizer