Community Contributed Templates, Reports and Archetypes
This is an area where users, implementors and developers can contribute their own add-on features for OpenVPMS. These features include:
- Archetype templates - jrxml files that are associated with printing for specific archetypes (invoices, Counter Sales etc)
- Report templates - jrxml files that are specific reports (can have sub catergories - customer, patient, workflow, financial, supplier etc)
- Document templates - .odt files that are used for merging letters, forms and handouts (including reminder letters etc)
If you would like to contribute a document template, report or archetype please share your resource here so the whole community can benefit.
For documentation on how to implement the reports listed here view the User's Handbook
Active Distinct Customers by Period
Posted January 21st, 2010 by vetmpcostaCompatible with version 1.3 and above
This report counts active clients (those clients that have spent money at a practice) between two dates. The results are presented in month by month counts graphically and in text.
Note that that clients need only be distinct per month grouping and therefore the same client may be counted in multiple months.
Appointments By Clinician with Ex GST Sales
Posted June 8th, 2008 by vetmpcostaVersion: 1.2 & 1.3
This report template lists all the scheduled visits or appointments for a vet/clinician along with a summary total of their sales for that period. Each clinician is shown on a seperate page. The report can be filtered by Start and End date.
ASAP Lab Submission form
Posted June 8th, 2008 by vetmpcostaVersion: 1.3 or less
In Melbourne, another lab provider, ASAP, is accepting submission forms using a Patient Form that is generated whenever we bill one of their lab products.
ASAP is involved with the Investigations module group.
Just like the Gribbles form the following points apply:
At the moment the included data is limited to patient and customer details but probably advanced functionality like automatic tick box completion is possible.
Clinic Sales grouped by Month
Posted January 4th, 2009 by vetmpcostaVersion 1.3
Lists Clinic sales (tax & gross figures) and a summary graph.
User can limit by Dates
Customer Acquisition (with option to specify only customers with active patients)
Posted February 16th, 2009 by tonyCompatible with version 1.3 and above
This report enhances the previous Customer Acquisition report by adding a report parameter to only display customers with active patients.
Customer Acquisition (with referral source)
Posted January 18th, 2009 by vetmpcostaVersion: 1.3 or more
Lists all new customers grouped by month of year and referral source.
The detailed report shows; Date and Customer name.
The summary report shows; Monthly totals, referral totals per month and two bar graphs depicting both.
Settings:
Start Date : Start date inclusive.
End Date : End date inclusive.
Show Detail : Will show every customer.
Note:
Customer Acquisition Report
Posted December 13th, 2008 by tonyThis report uses the customer createdDate field added in version 1.3 to list all customers created between specified dates.
It lists customer name, contact details and the created date.
It is only compatible with version 1.3 and above installations.
Customer Aged Balance report
Posted January 27th, 2010 by tonyThis report is the first cut of a customer aged balance report as requested by some users.
Currently details balances using the typical current, 30,60,90+ segments and cannot be back dated.
Future updates should allow the days breakup to be nominated as a parameter and also add the ability to back date the report. The later is complex as individual allocations dates need to be used rather than just customer balance participations.
Only basic testing completed. Please try and add comments if you find any issues or have some other requests.
Customer Bad Debt Write-offs Report
Posted July 15th, 2009 by tonyThis report lists customer bad debt write-off transactions for a specified period and includes client name and description information.
Compatible with version 1.3 only
Customer List Report
Posted November 4th, 2008 by tonyReport that lists customers filtered by classification which includes customer account type and/or customer type. Displays name, contact details and classification. Prompts for classification filter which allows wildcards.
Compatible with all openvpms versions.
Customer Product Sales report
Posted December 31st, 2008 by tonyThis report details analyses product sales for a specified period with ability to filter by product and customer name as well as option to detail the product sales by customer and patient.
Note: This report has been updated on the 31 December 2008 to fix an issue with duplicated product listings.
Note: This report was updated on 24th August 2009 to include OTC sales in the report.
Customer Reconciliation Report
Posted July 7th, 2009 by tonyThsi report allows you to print out a transaction listing for a specifi ccustomer between specified dates. Version 1.3
Customer Referral Report
Posted July 2nd, 2008 by tonyThis report provides total of customers by referral type and a pie graph.
Customer Sales Report (with transaction no search)
Posted September 24th, 2009 by tonyThis report is a modification of the standard Customer Sales Report that adds support for searching for a specific transaction number.
NOTE: You still need to enter a suitable date range for the search to be succesful and also if you do not want to search by transaction make sure you enter 0 in the transaction Number field.
Compatible with version 1.3
Deceased Patient Report
Posted December 13th, 2008 by tonyThis report uses the deceased date field added in version 1.3 to list all patients deceased between specified dates.
It lists customer name, patient name , contact details, Date of Birth and Deceased date.
It is only compatible with versions 1.3 and above.
Dispensing template
Posted April 26th, 2009 by vetmpcostaVersion: 1.2 or greater
Paper size: A5
Template Archetype: Patient Letter
We use this template to create prescriptions for use with chemists.
Hint:
When adding a Patient letter, make sure you check you are the clinician before you choose your template document or your name may not be merged.
Drug Label - Tractor Feed
Posted June 25th, 2009 by tonyAfter a bit of playing aoround I managed to get a template to get a Drug Label template to work for the 3 inch high tractor feed drug labels many users still use on their existing software systems and want to use in OpenVPMS
This is an archetype template so you need to set the archetype field in the template to Patient Medication Label.
The Paper size details should be set to custom, portrait, height 3 , wdith 3 and Paper Units inches.
Duplicate Customers by Identical Address & Patient
Posted September 23rd, 2009 by vetmpcostaVersion: 1.3
This report template lists duplicate customers that have;
Duplicate Customers by identical address with patient 09 09 23.jrxml
1. At least one identical address.
2. An identically named patient.
Duplicate Customers by identical address 09 09 23.jrxml
1. At least one identical address.
Gribbles Submission form
Posted June 8th, 2008 by vetmpcostaVersion: 1.3 or less
In Melbourne, Gribbles (one of our founding sponsors dont you know) graciously has accepted our submissions using an automatically generated Patient Form that is created whenever we bill a lab product. At the moment the included data is limited to patient and customer details but probably advanced functionality like automatic tick box completion is possible.
Hospital Chart
Posted June 8th, 2008 by vetmpcostaVersion: 1.3 or less
This is a day based observation chart for hospitalised patients - using OpenOffice you can customise it to suit your hospital.
We print it double sided on our networked printer but we find that we have to print it from a "Print Preview" in order to print 2 sided. If we print from within Open VPMS it will only print one sided. We can't send the 2 sided request to the printer using the OP interface (printer driver limitation probably).
Hospital Forms
Posted January 6th, 2009 by gretalloydThis is our hospital forms that we print out for each patient. Obviously not suited to all clinics but just a few ideas on there.
Also some advice from any computer wiz would be great...
Before the last upgrade I was able to have procedure as an input field and have them copied throughout the document so once the document was previewed we were able to change the "procedure" once and it would automatically change them through the document.
In-house urinalysis record
Posted February 25th, 2010 by Matt YoungThis template can be linked to a urinalysis product and investigation type.
It can then be printed and used to record the results and then be scanned and linked back to the investigation request.
It requires version 1.4 +
Paper saving history printing template
Posted January 30th, 2009 by vetmpcostaVersion: 1.3 or more
This is a modification of the existing template used to print animal histories.
We modifed ours to allow more text per page and limit paper consumption.
We also think it reads a little easier.
The patient history template is named "Patient Medical Records".
Pleas note: This has been setup to work on A5 letterhead. You may need to adjust printing margins
Patient Acquisition report
Posted December 13th, 2008 by tonyThis report uses the patient created date field added in version 1.3 to list all patients addedd to the system between specified dates.
It displays customer name, patient name, contact details, date of birth and created date.
It is only compatible with version 1.3 and above installations.
Patient Admission Label (7.2cm x 5.4cm)
Posted June 8th, 2008 by vetmpcostaVersion: 1.3 or less
We use this patient admission label to label xrays and possessions of patients that might be kept in our hospital while they stay.
- It has a large space on the top of the label to allow if to fit in our permanent radiograph labelling device.
- We print it on a Dymo label printer (not our favourite brand for various reasons - ask me in the forums :) )


