This project will enable:

• the customer and patient summaries (displayed on the left hand side of the screen) to be customised
• default summary items to be set for roles
• individual summary items to be shown/hidden
• the order of the summary items to be set

Role-based summaries

Summary items may be customised for user roles. This will enable clinicians to see different items to front-desk staff or nurses. It also means that items for a particular role are defined in one place, reducing duplication.

Role based summaries will be created via Administration - Lookups, using a Role Summary Preferences (lookup.summaryPreferencesRole). This:

• has a name (e.g, "Summary preferences for clinicians")
• lists available patient summary items
• lists selected patient summary items
• allows the order of the selected patient summary items to be set, using Move Up and Move Down buttons
• lists available customer summary items
• lists selected customer summary items
• allows the order of the selected customer summary items to be set, using Move Up and Move Down buttons

A Role Summary Preferences can then be assigned to one or more Security Roles.

Preferences

The Summary preferences tab will be changed to provide an option to either select  summary items from a role, or customise those displayed.

Selecting role-based summary items means that the user inherits a pre-defined set of items that cannot be changed.

If customisation is selected, it will:

• list available patient summary items
• list selected patient summary items
• allow the order of the selected patient summary items to be set, using Move Up and Move Down buttons
• list available customer summary items
• list selected customer summary items
• allow the order of the selected customer summary items to be set, using Move Up and Move Down buttons 

Archetypes

New archetypes will be required to support the new preferences.

• lookup.summaryPreferenceCustomer
  This will have the following pre-defined instances:
  • Id - customer identifier
  • Phone - preferred telephone
  • Email - preferred email
  • Balance
  • Overdue
  • Current Amount
  • Unbilled
  • Projected Amount
  • SMS - button to send SMSes
• lookup.summaryPreferencePatient
  This will have the following pre-defined instances:
  • ID - patient identifier
  • Species - patient species
  • Breed - patient breed
  • Species & Breed - species and breed on one row
  • Reminders - patient reminders
  • Age - patient age
  • Birth Date - patient birth date
  • Weight - most recent patient weight
  • Microchip - patient microchip
  • Insurance - current patient insurance
  • Referrals - shows referrals
  • Active Referrals - show active referrals, or nothing if there is no active referral

• lookup.summaryPreferencesUser
  Groups all of the preferences assigned for a particular user
   
• lookup.summaryPreferencesRole
  Groups all of the preferences for a user role

The existing security.role archetype needs to include a lookup.summaryPreferencesRole.

The existing entity.preferenceGroupSummary will need to be migrated to:

• remove the showCustomerAccount node
  If the showCustomerAccount node was true, preferences will be added for
  • Balance
  • Overdue
  • Current Amount
  • Unbilled
  • Projected Amount
• remove the showReferral node
  If the showReferral node was ALWAYS, a Referrals preference will be added.
  If the showReferral node was ACTIVE, an Active Referrals preference will be added