Setting Up openVPMS: Configuration: Your First Steps.

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CONTENTS

• Adding Australian Towns
• Clinic Details
• Set Up Scheduling
• Set Up Worklist

1. Adding Towns and States (all of Australia)

In Explorer, navigate to the openvpms-release-1.n\bin folder, open Command Prompt (Shift-Right-Click and select Open Command Prompt Here) and run the following command:

dataload.bat ../import/data/postcodes.xml

You will see a series of processing messages.......

.... and be returned to the Command Prompt when the dataload has completed.

Make sure you haven't added any states or suburbs first as this may cause duplicate errors and the load would fail.

Close the Command Prompt window when you're done.

2. Adding Your Clinic Details

In openVPMS, click Administration (1) | Organisation (2) | Find (3) and select Practice (openvpms practice)(4).

Click Edit, delete "openvpms practice" and type in your clinic's name (6), click Contacts (7) | Add (8) and enter your clinic's address (9). Press Apply (10).

Click on Phone Number (11), enter your clinic area code and number (12), and click Apply (13).

Click on Taxes (14), select Gst in left column and click on arrow to move into "Selected" column (15). Click Ok (16) to save changes and complete this section.

Click Administration | Organisation | Main.

In the same manner as decribed above, set up location and phone number.

Click on Practice | Add | Click on Binoculars | double-click on your hospital name.

Select your default printer from a drop-down box (this should be a printer installed to the server on which openVPMS resides either as a local or network printer).

If you're going to send email from openVPMS, you'll need to place the address of your ISP's smtp mail server here (as shown above). Look in the configuration of your email client (Outlook, Thunderbird, etc) for "outgoing mail server" for the server address.
Click Ok to save changes and complete this section.

If your outgoing mail server requires a username and password, you'll need to add these to your applicationContext.xml file: this will be found in the c:\Program Files\Apache Software Foundation\Tomcat 5.5\webapps\openvpms\WEB-INF folder.

Right-click and edit this file in Notepad or your favourite text editor. Search for mail sender.

Add the username and password lines as shown below, inserting your own values for "someuser" and "somepassword".

Save and close the file. Stop and restart Tomcat to apply changes.

3. Setting Up Scheduling

Click on Administration (1) | Organisation (2) | Select (3) | All (4) | Find (5).
Double-click on Main Appointment Schedule (6).

Click on Edit.

Fill in start and end times in 24 hour format (eg 0900), select slot size, and click OK.

Once again, click on Administration | Organisation | Select | All | Find .
Double-click on Main Surgery Schedule.

Fill in start and end times in 24 hour format (eg 0900), select slot size, and click OK.

Create a new Schedule View called Schedule View.
Click on Administration | Organisation | Select | Schedule View | Find .
You'll see No results to display.
Click on New.

A new window pops up.
Type in Schedule View (1).
Click Add (2) | Binoculars {Search}.
Double-click on Main Appointment Schedule (4).
Window will close. Press OK (5).

Click Edit (1) | Add (2) | Binoculars {Search} (3).
Double-click on Main Surgery Schedule (4).
Window will close. Press OK (5).

Click on Administration | Organisation | Select | All | Find .
Double-click on Practice Location (Main Clinic).

Click Edit. A new window pops up.
Click Edit (1) | Add (2) | Binoculars {Search} (3).
Double-click on Schedule View (4).
Window will close. Press OK (5).

Log out, then log in again.
Click on Workflow | Scheduling and you should be able to add, modify and remove appointments.

4. Setting Up Work List

Click on Administration | Organisation (1).
Click on New (2).
Click on Work List View (3).

Click New (1). A new window pops up.
Type in Work List View (2), click Add (3) | Binoculars {Search} (4).
Double-click on Main Waiting List (5).
Window will close. Press Apply (6).

Repeat the steps above, this time double-clicking on Main Hospital List, then click OK.

Your resultant screen should look like this:

Click on Administration | Organisation | Select | All | Find .
Double-click on Practice Location (Main Clinic).

Click Edit. A new window pops up.
Click Work List Views (2) | Add (3) | Binoculars {Search} (4).
Double-click on Work List View (5).
Window will close. Press OK (6).

Log out, then log in again.
Click on Workflow | Work Lists and you should be able to add, modify and remove clients on and off lists.

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