Product location filter

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Development Project Status: Completed

Total cost estimate (ex-Tax): 
$1690
Due date for completion of this stage: 
03/05/2016
Release: 
1.9
Current Percentage Funded: 
100.00%
Project funding: 

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Project description: 

When charging and estimating, all medication, merchandise products are available for selection, even if there is no stock record for the product at the location. The first use of any product automatically creates the stock record.
Similarly, all services and product templates are available, even if they aren't performed or used at a location.

To support multi-location practices using different products, this project will:

  • add a Use Location Products flag to the Practice
    When enabled, any medication or merchandise product that doesn't have a stock record for the location will be excluded from selection during charging and estimating.
  • add a Locations field to services and templates
    This is only available if Use Location Products is selected.
    This lists the practice locations that a service or template may be used at. If a service or template lists no locations, it may be used at all practices.
  • add a Location option to Product Template Includes
    This is only available if Use Location Products is selected.
    It is evaluated if an included product meets any patient weight range criteria.
    It will have 3 options:
    • Always Include - the default. The product is included regardless of stock availability.
    • Fail if Missing - the template will fail to expand if there is no stock or location relationship, with an error:

The template cannot be expanded: product X is not available at this location.

Note that this does not take into account stock counts

  • Skip if Missing - the product will be excluded from the invoice or estimate if there is no stock or location relationship.
     
  • add a Locations option to Services and Product Templates
    This allows services and product templates to be excluded at specific locations. Locations need to be explicitly selected for exclusion. E.g.:

    Locations
     

    Available At          Excluded At
    Main Clinic      -> Branch Clinic 2
    Branch Clinic 1      <- Branch Clinic 3
        Branch Clinic 4

     

If set, the Use Location Products flag also restricts products when creating:

  • Medications
  • Reminders
  • Patient Forms
  • Customer Orders and Returns

The Use Location Products flag is ignored:

  • when performing orders and deliveries
  • in Products - Information, Stock Management and Batches

 

JIRA: OVPMS-1787

Comments

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Re: Product location filter

Good morning Tim.

For the "Skip if missing" bullet, can you clarify something? It states that it will be excluded from the invoice or estimate, should this read template or estimate? We are trying to prevent items not used at a specific location from appearing/being displayed on the templates. 

Also, will there be a box when working on templates/estimates to override these settings?

Re: Product location filter

Skip If Missing is an option available per included product in a template. It means that when the template is expanded on an invoice or estimate, the product won't be added if there is no stock record for the location.

Why would you want to override these settings within an estimate?

 

Re: Product location filter

Got it. I assumed that was what was intended, just had to see it written a different way to get it to sink in.

I don't think you would ever need to override medications and merchandise, but I was thinking you might once in a while for services. 

alan

Re: Product location filter

At present, this project doesn't address services - it only applies to medication and merchandise.

Services and templates could be extended to include the locations they are relevant to e.g. if a surgery template or service isn't applicable at all practice locations, it could list those that it is performed at. These would be excluded if they don't match the current location.

Re: Product location filter

We would find that useful as well.

Re: Product location filter

Tim, I know you have lots going on right now but could you price this out when you get an opportunity?

Thanks, Alan

Re: Product location filter

Tim, just a friendly reminder that we are hoping to get pricing on this.

Thanks, Alan

Re: Product location filter

I'm still waiting for some feedback offline.

Re: Product location filter

Tim:

Thanks for the pricing and sorry for the delay getting your questions answered. 

The one item I am on the fence about is the line: If a service or template lists no locations, it may be used at all practices.

Is it possible to add a box that reads something like "Use at all locations" as an override? I am thinking about what happens if one clinic adds their location to a service that is used universally, like a nail trim. An admin would either have to be aware enough to go delete the erroneous location or all other hospitals would have to add their location. One solution would be to require a hospital's location be added to all used services but that seems like a huge task that may be unneeded.

Alan

 

Re: Product location filter

Tim:

Thanks for the pricing and sorry for the delay getting your questions answered. 

The one item I am on the fence about is the line: If a service or template lists no locations, it may be used at all practices.

Is it possible to add a box that reads something like "Use at all locations" as an override? I am thinking about what happens if one clinic adds their location to a service that is used universally, like a nail trim. An admin would either have to be aware enough to go delete the erroneous location or all other hospitals would have to add their location. One solution would be to require a hospital's location be added to all used services but that seems like a huge task that may be unneeded.

Alan

 

Re: Product location filter

Tim:

Not sure what this type of selector is formally called (image attached). Can we set this up for services/templates where the left is the default for all clinics and you move the clinic name to the right column if they want the service/template to be hidden?

Alan

 

AttachmentSize
selector.JPG 13.81 KB

Re: Product location filter

I've updated the spec to incorporate this.

Regards,

-Tim

Re: Product location filter

This project is fully funded. Thanks very much Alan for your ongoing support.

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