Implementation Checklist

The following is a checklist for existing users upgrading to the 2.2 release and is aimed at both the person doing the upgrade and the administrators responsible for systems operations. 

It provides a list of things that you may need to do in order to take advantages of the new features in this release.

Default Country

To ensure addresses are sent to IDEXX with the correct country, ensure that your country lookup is marked as default:

  • Go to Administration -> Lookups
  • Select Country in the Type dropdown
  • Verify you have a country lookup (e.g. Australia), with Default ticked

Template updates

Document templates

The following document templates were updated:

  • reports/Customer/Counter Sale/<size>/Counter Sale.jrxml
    See OVPMS-2241, OVPMS-2249
  • reports/Customer/Credit/<size>/Credit.jrxml
    See OVPMS-2241, OVPMS-2249
  • reports/Customer/Credit Adjustment/<size>/Credit Adjustment.jrxml
    See OVPMS-2241
  • reports/Customer/Debit Adjustment/<size>/Debit Adjustment.jrxml
    See OVPMS-2241
  • reports/Customer/Estimate/<size>/Estimate.jrxml
    See OVPMS-2241, OVPMS-2249
  • reports/Customer/Estimate/<size>/Estimate Items.jrxml
    See OVPMS-2137
  • reports/Customer/Estimate/<size>/Estimate Items-PT.jrxml
    See OVPMS-2137
  • reports/Customer/Invoice/<size>/Invoice.jrxml
    See OVPMS-2212, OVPMS-2241, OVPMS-2249
  • reports/Customer/Invoice/<size>/Invoice Items.jrxml
    See OVPMS-2137, OVPMS-2212
  • reports/Customer/Invoice/<size>/Invoice Items-PT.jrxml
    See OVPMS-2137, OVPMS-2212
  • reports/Customer/Receipt/<size>/Receipt.jrxml
    See OVPMS-2241, OVPMS-2249
  • reports/Customer/Refund/<size>/Refund.jrxml
    See OVPMS-2241, OVPMS-2249
  • reports/Customer/Statement/<size>/Statement.jrxml
    See OVPMS-2249
  • reports/Letterhead/<size>/Letterhead AddressBlock.jrxml
    See OVPMS-2372
  • reports/Letterhead/A5/Letterhead AddressBlock-A5.jrxml
    See OVPMS-2372
  • reports/Patient/Insurance/<size>/Insurance Claim.jrxml
    See OVPMS-2241
  • reports/Patient/Insurance/<size>/Insurance Claim Invoice.jrxml
    See OVPMS-2241, OVPMS-2249, OVPMS-2341
  • reports/Patient/Insurance/<size>/Insurance Claim Medical Records.jrxml
    See OVPMS-2283, OVPMS-2292
  • reports/Patient/Medical Records/<size>/Medical Records.jrxml
    See OVPMS-2283, OVPMS-2292
  • reports/Patient/Medical Records/<size>/Problems.jrxml
    See OVPMS-2292
  • reports/Product/Stock Adjustment/<size>/Stock Adjustment.jrxml
    See OVPMS-2241, OVPMS-2249
  • reports/Product/Stock Transfer/<size>/Stock Transfer.jrxml
    See OVPMS-2241
  • reports/Reporting/Bank Deposit/<size>/Bank Deposit.jrxml
    See OVPMS-2241
  • reports/Reporting/Charges/Search/<size>/Charges.jrxml
    See OVPMS-2239
  • reports/Reporting/Till Balancing/<size>/Till Balance.jrxml
    See OVPMS-2241
  • reports/Supplier/Credit/<size>/Supplier Credit.jrxml
    See OVPMS-2241
  • reports/Supplier/Delivery/<size>/Delivery.jrxml
    See OVPMS-2048, OVPMS-2241
  • reports/Supplier/Invoice/<size>/Supplier Invoice.jrxml
    See OVPMS-2241
  • reports/Supplier/Order/<size>/Order.jrxml
    See OVPMS-2241
  • reports/Supplier/Refund/<size>/Supplier Refund.jrxml
    See OVPMS-2241
  • reports/Supplier/Remittance/<size>/Supplier Remittance.jrxml
    See OVPMS-2241
  • reports/Supplier/Return/<size>/Supplier Return.jrxml
    See OVPMS-2241
  • reports/Workflow/Appointment/<size>/Appointment.jrxml
    See OVPMS-2241
  • reports/Customer Order/Pharmacy Order/<size>/Pharmacy Order.jrxml
    See OVPMS-2241
  • reports/Customer Order/Pharmacy Return/<size>/Pharmacy Return.jrxml
    See OVPMS-2241
  • reports/Workflow/Message/<size>/Audit Message.jrxml
    See OVPMS-2363
  • reports/Workflow/Message/<size>/Message.jrxml
    See OVPMS-2363
  • reports/Workflow/Message/<size>/System Message.jrxml
    See OVPMS-2363
  • reports/Workflow/Task/<size>/Task.jrxml
    See OVPMS-2241

For sites using standard templates, these can be loaded using:

toolbox template --load documents --size <size>

where <size> may be A4, A5 or Letter. This will load all document templates, so should not be run on sites that customise these. Sites that customise these should refer to the following sections for specific changes.

Report templates

The following report templates were created or updated:

  • reports/Reporting/Charges/Work In Progress/<size>/Work In Progress.jrxml
    See OVPMS-2239
  • reports/Reporting/Reminders/<size>/Patient Reminders.jrxml
    See OVPMS-2300
  • reports/Reporting/Reports/Customer/<size>/Customer Acquisition Report.jrxml
    See OVPMS-2245
  • reports/Reporting/Reports/Customer/<size>/Customer Referral Report.jrxml
    See OVPMS-2241
  • reports/Reporting/Reports/Customer/<size>/Customer Retention Report.jrxml
    See OVPMS-2241
  • reports/Reporting/Reports/Customer/<size>/Estimates Report.jrxml
    See OVPMS-2332
  • reports/Reporting/Reports/Customer/<size>/Estimates Report subreport.jrxml
    See OVPMS-2332
  • reports/Reporting/Reports/Financial/<size>/Key Performance Indicators.jrxml
    See OVPMS-2241
  • reports/Reporting/Reports/Financial/<size>/Practice Summary_CountVisitsLocation.jrxml
    See OVPMS-2241
  • reports/Reporting/Reports/Financial/<size>/Practice Summary_IncomeByClinician.jrxml
    See OVPMS-2241
  • reports/Reporting/Reports/Financial/<size>/Practice Summary_PaymentsByLocation.jrxml
    See OVPMS-2241
  • reports/Reporting/Reports/Patient/<size>/Due Patient Reminder Report.jrxml
    See OVPMS-2386
  • reports/Reporting/Reports/Patient/<size>/Patient Acquisition Report.jrxml
    See OVPMS-2241
  • reports/Reporting/Reports/Patient/<size>/Patient History Search.jrxml
    See OVPMS-2292

For sites using standard templates, these can be loaded using:

toolbox template --load reports --size <size>

where <size> may be A4, or Letter. This will load all report templates, so should not be run on sites that customise these. Sites that customise these should refer to the following sections for specific changes.

Medical Records and Insurance Claim Medical Records

The Medical Records.jrxml and Insurance Claim Medical Records.jrxml templates have been updated to:

  • display notes > 5000 characters.
  • include times

These can be loaded using:

toolbox template --load "Medical Records" "Insurance Claim Medical Records" --size <size>

For sites that customise these, the field $F{note} needs to be replaced with a variable $V{note}, with the expression:

$F{shortName}.equals("act.patientClinicalNote") 
   || $F{shortName}.equals("act.patientClinicalAddendum") 
? EVALUATE("document:text(., 'note')") 
: null

See:

Problems

The Problems.jrxml template has been modified in order to display notes > 5000 characters.

This can be loaded using:

toolbox template --load "Problems" --size <size>

where <size> may be A4, A5 or Letter.

For sites that customise this, the field $F{note} needs to be replaced with a variable $V{note}, with the expression:

$F{shortName}.equals("act.patientClinicalNote") 
   || $F{shortName}.equals("act.patientClinicalAddendum") 
? EVALUATE("document:text(., 'note')") 
: null

See OVPMS-2292

Author changes

Each primary object now tracks who created or updated it. The author node that was present on acts is no longer supported.

Where a template previously used:

author.entity.name

it should now use:

createdBy.name

Where a site customises any of the above document or report templates, they will need to be updated to replace uses of author.entity.name with createdBy.name and reloaded.

 

See OVPMS-2241

Customer and patient createdDate

Templates that use the party.customerperson or party.patientpet createdDate field should instead use created.

Reports that query the createdDate from the entity_details table should instead use entities.created.

See OVPMS-2241

Patient History Search

The Patient History Search.jrxml report has been modified in order to support notes > 5000 characters.

This can be loaded using:

toolbox template --load "Patient History Search" --size <size>

where <size> may be A4, Letter.

See OVPMS-2292

 

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