Letterhead & Document Control

Complete

The Letterhead & Document Control facility provides a mechanism to customise various documents (such as invoices, credit notes, etc) for your practice without having to edit the jrxml files.

The versions of these documents provided in the standard release package use a common letterhead subreport (Letterhead.jrxml) to generate the letterhead portion of each document. The following documents use this letterhead facility:

  • all customer documents (ie counter sale, credit, credit and debit adjustments, estimate, invoice, receipt and refund)
  • all supplier documents (ie credit, delivery, invoice, order, refurnd,remittance and return)
  • patient medical records and problems
  • debtors statements
  • patient reminders (grouped and non-grouped)
  • customer orders (pharmacy orders and returns)

The Administration|Templates screen enables you create a new Letterhead and to select one to delete, edit or view.

You can specify the letterhead to be used for each practice location, and you can specify that multiple locations use the same letterhead.

The Letterhead record is used to define not only the items that go on the letterhead itself, but also items used to customise the various documents. For example on the debtors statement you can specify the various payment options that your practice supports.

Note that you do NOT have to create any letterhead records.  However, if you do not, you will not be able to have a logo on your letterhead (unless you customise the supplied Letterhead.jrxml or use customised invoices, etc). You also will not be able to customise the text on statements and other documents.

The letterhead facility is designed to provide good looking documents using plain paper. However, if you do wish to use your own pre-printed letterhead stationary, this is allowed for and, if your printer supports it, you can also use pre-printed stationary for the first page and plain paper for subsequent pages.

The design does assume that your letterhead stationary has the letterhead at the top of the page and that the rest of the page can be printed on - ie you have nothing pre-printed at the bottom of the page. If this is not the case then you will have to use customised versions of the various content files and you will need to use Jaspersoft Studio to clone your versions from the standard Invoice.jrxml etc content files. However, you should be able to get away with just increasing the bottom margin to avoid the pre-printed area at the bottom of the page.

The layout of the document is designed to place the customer (or supplier) address so that it is correctly positioned for use with window envelopes as follows:

  • A4 - use standard DL window envelopes. Make the first fold 10.5 cm from the top of the paper.
  • A5 - not supported
  • Letter - use #10 window envelopes. Note that the window position in #10 envelopes is not standardised, but the positioning should suit those available from the large office supply companies. Make the first fold 4 inches from the top of the paper.

If the address block is not correctly positioned for the window envelopes that you use, then you can adjust the Letterhead AddressBlock template (which uses content 'Letterhead AddressBlock.jrxml'). See below.

If you want to use a customised letterhead then you should clone it from the standard Letterhead.jrxml using Jaspersoft Studio. You should only need to do this when:

  • you simply do not like the existing design
  • you have multiple practice locations that each have pre-printed letterhead stationary but with different designs
  • your letterhead design is such that the pre-printed information occupies more space than the OpenVPMS templates allow for - which is as follows: A4-52.2mm, A5-37.0mm, Letter-1.93ins.

Note that if you are using an A5 template, then the A5 version of your customised letterhead (called say MyPracticeLH) is expected to be in MyPracticeLH-A5.jrxml.

You will also have to provide a customised address block (because a customised letterhead almost always required a customise address block to correctly position the address in the envelope window). This can be cloned from the standard 'Letterhead AddressBlock.jrxml' and if your letterhead is MyPracticeLH, then the address block is expected to be in 'MyPracticeLH AddressBlock.jrxml'.

Resource Bundles

The many of the templates make use of a facility called 'resource bundles'. These are a set of files named report.properties_xxx located in <TOMCAT-HOME>/webapps/openvpms/WEB-INF/classes/localisation. The following ones are supplied with the system:

File Locale Remarks
reports_en_AU.properties Australia taxName=GST, invoiceTitle=Tax Invoice
reports_en_GB.properties Great Britain taxName=VAT, invoiceTitle=Invoice
reports_en_US.properties United States taxName= State Tax, invoiceTitle=Invoice
reports_zh_HK.properties Hong Kong as for GB  but taxName=NONE as no sales tax
reports.properties   used if no file for the current locale found; needs to be edited to suit your locale

As well as setting the name of the local tax, the report.properties files set the names of a number of other documents. For example if you want your printed Patient Medical History titled that rather than 'Patient Medical Records' then you need to edit the line:

text.medicalRecordsTitle=Patient Medical Records

If you do edit the file, the changes will not take effect until your restart Tomcat.

Editing the Address Block position

First use Administration|Templates|View to view the Letterhead AddressBlock document template. Then download the content by clicking on the Content button.

Now use Jaspersoft Studio to edit the downloaded Letterhead AddressBlock.jrxml file. Using Studio, simply move the frame containing the address elements as required.

If you feel intimidated by Studio, you can use a good text editor (like NotePad++) to simply edit the file.  Find line 43 (which contains the co-ordinates of the frame) and modify these as required. The units are in pixels and 10 pixels = 0.1389 inches or 3.5278 mm.

In both cases save the modified jrxml file and use Administration|Templates|Edit to edit the Letterhead AddressBlock document template and use the Upload button to upload the modified file.

Create/Edit/View

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This screen is used to create/edit/view the Letterhead & Document Control records.

The fields are as follows:
Name - the name of the letterhead
Description - an appropriate description
Active - uncheck this box to deactivate the letterhead
Company Tax ID - the tax registration of your organisation. Enter both the registration name (eg ABN, VAT Reg, STS, etc) and the number/code. If your jurisdiction does not require this, leave it blank.
Logo File - enter the name of the file that contains the logo you wish to use. Leave blank if you have none. In the standard Letterhead.jrxml the space allowed for the letterhead is 280 pixels wide, 100 high. If your logo differs from this it will be scaled to fit whilst retaining its shape. NOTE: if you mistype the file name, then no error will be reported but the logo area will be blank on the printed documents.
HTML Logo URL - a URL to the practice logo. This can be used in email templates.
Base URL - a URL prefix used to help construct templates that refer to resources located at a common base path. These could be images, HTML, or plain text for example. The resources must be publicly accessible. When populating the field, it should always containing a trailing slash.
Contacts Source - either enter the Practice Location whose contacts are to be used , or leave blank - in which case the contacts used will be drawn from the user's current location.
Subreport Expression - the content name of the subreport to be used to generate the letterhead (without the .jrxml extension).  This can be normally be left as the default value 'Letterhead'.  However, if you need to have different letterhead formats for your various locations, then you can clone these from the standard Letterhead.jrxml and specify their content file names here. Note that if you do use say 'MyPracticeLH', then you will also need to provide you own address block subreport with the content name 'MyPracticeLH Address Block.jrxml' and this can be cloned from the standard Letterhead Address Block subreport.

Plain Paper - check this box if you use plain paper. If you use pre-printed letterhead paper, uncheck the box - and the letterhead block will left blank unless the document is being emailed.
Letterhead Page 1 Only - check this box if you use pre-printed letterhead paper but only for the first page (and your printer is set up to print the remaining pages on plain paper). Leave it unchecked otherwise. The setting of this option is ignored unless the Plain Paper option is unchecked.
Use Product Types - check this box to show the product type on each line item in invoices, credit notes, estimates and statements. The line items are grouped by product type and ordered by the product type's Invoice Sort Order. This option is not available on A5 format documents because of lack of space.
Reminders on Invoice - check this box to display on invoices any patient reminders due in the next 12 months.  A maximum of 4 lines are shown with reminders for products of the same product type on the same day for multiple patients combined on the one line.
Appointments on Invoice - check this box to display on invoices any appointments in the next 12 months.  If there are more than 3 then only the next 3 are shown.

The following fields are use to control messages added to various documents.

Slogan - this text will be placed at the bottom of the last page.  It can use be used to display a slogan for your business. Note that space allowed for this is two lines. Text longer than this will be truncated.
Invoice Message - this text is shown at the end of the invoice (both for customer and counter sale invoices)
Invoice Payment Instr. - this text enables payment instructions to be printed on customer invoices (but not counter sales to anonymous customers). If the characters '[REF]' are present in the text they will be replaced by a reference code. This will consist of the first 5 letters of the customer name followed by their customer ID. Hence if Mr Fredricks is customer 34567, the reference code will be FREDR34567.
Receipt Message - this text is shown at the end of the payment receipt
Estimate Message - this text is shown at the end of the estimate
General Message - this text is shown at the end of customer documents other than invoices, estimates and receipts
Order Message - this text is shown at the end of the order
Supplier Message - this text is shown at the end of supplier documents other than orders

The following fields affect the Debtors Statements. They are used to determine what payment instructions are shown, and whether or not Invoice line items are shown:

Credit Card Instructions - if you accept payment by credit card, enter the instructions here, else leave blank
Direct Deposit Instructions - if you accept payment by direct deposit (or other electronic payment method into your bank account), enter the instructions here, else leave blank. If the characters '[REF]' are present in the text they will be replaced by a reference code. This will consist of the first 5 letters of the customer name followed by their customer ID. Hence if Mr Fredricks is customer 34567, the reference code will be FREDR34567.
Payment Option 3 - if you have a 3rd payment option (for example by cheque), enter its instructions here, else leave blank.
Payment Option 4 - if you have a 4th payment option, enter its instructions here, else leave blank.
Line Item Print - determines whether or not the invoice & credit line items are printed. The options are Always, Never, and 'Not Printed'. If the latter, then the line items are shown if the invoice's Print flag is not set. (This flag is set when the finalised invoice is printed - emailing or previewing does not set the flag.)
 

Reminder Message - this message is added to the end of the Grouped Reminders document.