Reminder processing rules
Donate to this project
Development Project Status: Duplicate
You can donate money to this project by entering the amount above and clicking the 'Add to cart' button. In the Checkout process you can either choose to pay now (via Bank Transfer, Cheque or Pay Pal) or you can pledge the amount by choosing the 'Pledge a payment for a Development Project' method. If you make a pledge, then when we have 100% funding commitments, you will be notified by email and you can then action your payment. Note that development will not commence until all funds are received.
Duplicate of https://openvpms.org/project/reminder-generation-enhancements
When sending reminders, customer contact preferences and rules determine how reminders are sent. The rules that determine how reminders are sent are inflexible, making customisation difficult.
This project will change the Reminder Type templates to allow:
- up to 5 rules to be specified to indicate how reminders should be processed. Rules will be evaluated in order, and the first rule that is satisfied determines how the reminder is processed.
- multiple reminders to be sent (e.g. send both an email and an SMS)
Each rule will contain the following options, one or more of which may be selected:
- Contact - use the customer's reminder contact or if none defined, use their preferred contact, or if none defined use the first available contat
- Post - using the customer's Location contact, print and the reminder for posting to the customer
- Email - using the customer's Email contact, email the reminder to the customer
- SMS - using the customer's Phone contact with Allow SMS enabled, send the reminder via SMS
- List - the reminder will be listed on the Patient Reminders Report
- Export - the reminder will be included in the exported CSV file
If no rule is satisfied, then the Reminder will be processed as per List.
E.g. A Reminder Type might specify 2 templates:
- Template 1, Reminder Count = 0
- Rule 1: SMS
- Rule 2: Email, Post
- Template 2, Reminder Count = 1
- Rule 1: Post
In the above, the first reminder will be sent:
- via SMS, if the customer has a phone contact with Allow SMS set; else
- via email, if the customer has an email contact and/or via post, if the customer has a location contact; else
- it will be Listed
The second reminder will be sent:
- via Post, if the customer has a location contact; else
- it will be Listed
Comments
Re: Reminder processing rules
Can we please get this priced out?
Thanks, Alan
Re: Reminder processing rules
This has been rolled into the Reminder Generation Enhancements project.