Recent customer/patient selection drop down box New Feature Major Closed Fixed Tony De Keizer Matt Costa Thu, 12 Mar 2009 12:06:28 +0000 Wed, 14 Apr 2010 11:57:34 +0000 Tue, 22 Sep 2009 01:37:32 +0000 1.4 1.4 User Interface 0 0

Tim can you please provide estimate of time to implement and test.

For points 1, 2, and 5, there is approximately 8 hours work.

For point 4, popup on focus is not supported by the default SelectField/ComboBox, and would require development of a new one. This is approximately 10 hours work.
Use of a combo box probably removes the need for this requirement. See the FireFox location bar for an example of a combo box in operation.

For point 3, currently the workflows don't propagate patient and customer changes back to the global context (e.g, see check in, check out in scheduling). 2 hours work to change this.

The changes for points 1, 2 and 5 would incorporate the following behaviour:

i. Addition of a select field/combo box to record customer/patient history
ii. Changing customers adds the previous customer to the history
iii. Changing patients adds the customer/patient to the history
iv. If a patient is selected and its customer is already in the history with no patient, it replaces that entry in the history
v. The most recent customer/patient selecting is moved to the front of the history
vi. Selecting a patient in an editor adds the customer/patient to the history
vii. Selecting a customer/patient from the history switches the context to that customer/patient, refreshing the summary if applicable

L&F

From a look and feel perspective, there are a number of options:
A. Use a select field. These aren't editable, and due to browser issues, can't have the focus assigned to them (although they can appear in focus traversal)
B. Use a combo box. These have an editable text field that allows you to key one or more letters in and displays matches in the drop down
C. Use a button with popup. History items are displayed in the popup when the button is pressed. The button can have a keyboard shortcut

I prefer B, as I think it removes the need for point 4.

Location
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There a few places where the history could be placed:
A. Above the customer/patient summary
B. Below the customer/patient summary
C. To the left of the Location field
D. To the right of the Location field
E. To the left of the "Open new browser window" button
F. At the bottom of the screen below the customer/patient summary, and to the left of New/Edit etc buttons

I prefer F as I think it fits best into the usage patterns. ie, select customer/patient from history then press New

Hi Tim,
That's all great. Before I post the final analysis back to the user forum for funding requests I thought I should clarify a couple of points.

Point 4

• So to move focus to this list using keyboard shortcuts, it must be either a combo or a button.
• I have a small problem with a combo as often the user won't know what is the name they are looking for or even its starting letter. In this context the list serves as a prompt.
• The button solution is not unappealing to me. It presents the same number of clicks as a select. Is it possible to have the action of clicking the button executed via a shortcut key (removing the need for focus shifting at all)? I assume the window thus opened would only have a list contained which can be selected via arrow keys and return/enter (the same as patient selection currently)?

If I remove the shortcut key requirement completely, then Point 4 dissapears altogether.
What is your opinion Tony?

Location
I prefer F for the reasons you set out Tim.

Cheers,
Matt

Re: point 4, yes it must be either a combo or a button. However using a combo, it won't be possible to expand the history when the combo receives focus.
A button based approach can be made to work the same as patient selection - just need to select an appropriate label and shortcut mnemonic.
E.g H&istory - i.e use Alt-i to pop up.

Thats great Tim. Lets go Button and shortcut. I'll leave the actual menomonic to you.

Hey Tim I've come up with the following figures;
1,2,5 = 8 hrs
3 = 2 hrs
4 = ?

4 = 2 hrs

I've committed changes which have a L&F which are a bit different to those described above.
The Recent Customers & Patients browser is launched via a menu item My Recent.
This is displayed to the left of the Logout button.

I think the GUI looks a lot better with this layout.

Changes applied to vpms, revisions 3378-3380

This should be fine. Keyboard shortcut will diminish the importance for button to be close bottom action buttons as originally discussed.