VPMS Web Application

Add email option for print dialogs and ability to send adhoc emails to entities with an email contact

Details

  • Type: New Feature New Feature
  • Status: Resolved Resolved
  • Priority: Major Major
  • Resolution: Fixed
  • Affects Version/s: None
  • Fix Version/s: 1.6
  • Component/s: None
  • Labels:
    None

Description

1. Every print dialogue associated with customer, supplier or patient templates will contain an Email button. The button will only be enabled if there is a valid email address for the Customer that has an active Customer-Patient relationship. This would pop up a standard compose email dialogue with the document which was going to be printed already attached as a pdf.

1.1 A simple extension to this would be to also allow emailing to referred to/Referred from clinicians associated with the patient. If the patient had a valid referral the user would get the option to email to either the customer or the referral.

2. Adhoc from any customer, supplier, patient workspace. Also from the Customer Summary section on the Workflow spaces. The same dialogue but without attachment but ability to attach documents.

3. The ability to attach multiple documents from a particular Patient/Customer as attachments.

Activity

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Matt Costa added a comment -

Hey guys time estimate on this one cheers

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Matt Costa added a comment - Hey guys time estimate on this one cheers
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Tim Anderson added a comment -

Matt, if by "standard compose email dialogue" you mean your favourite email program, I don't this isn't going to work.
To send mails in this way, you need to use "mailto:" urls, but these don't support attachments.
We would need to provide a dialog that allowed users to compose emails and include the attachments.

Show
Tim Anderson added a comment - Matt, if by "standard compose email dialogue" you mean your favourite email program, I don't this isn't going to work. To send mails in this way, you need to use "mailto:" urls, but these don't support attachments. We would need to provide a dialog that allowed users to compose emails and include the attachments.
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Tony De Keizer added a comment -

Hi Tim,

The compose email dialogue would be a OpenVPMS dialogue to allow the user to add a subject and body. The dialogue would allow selection of appropriate email address from the client and also the patient referral information in the case of patient document printing. It may also allow the user to attach additional files form the filesystem if that is required. So essentially no external email client required just using the Java mail api.

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Tony De Keizer added a comment - Hi Tim, The compose email dialogue would be a OpenVPMS dialogue to allow the user to add a subject and body. The dialogue would allow selection of appropriate email address from the client and also the patient referral information in the case of patient document printing. It may also allow the user to attach additional files form the filesystem if that is required. So essentially no external email client required just using the Java mail api.
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Tim Anderson added a comment - - edited

OK. Going through the points in order:

  • 1. Doable
  • 1.1. Doable
  • 2. There are a few other places where this could go:
    • pop up email dialog when clicking customer email contact
    • in the various document workspaces and patient medical records summary. When selecting a document, an email button would appear next to New, Edit, Print etc
      Selecting email would add the document as an attachment
  • 3. Doable

What about the reporting workspace, to send reports to an adhoc address?

Show
Tim Anderson added a comment - - edited OK. Going through the points in order:
  • 1. Doable
  • 1.1. Doable
  • 2. There are a few other places where this could go:
    • pop up email dialog when clicking customer email contact
    • in the various document workspaces and patient medical records summary. When selecting a document, an email button would appear next to New, Edit, Print etc Selecting email would add the document as an attachment
  • 3. Doable
What about the reporting workspace, to send reports to an adhoc address?
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Matt Costa added a comment -

Yes I think the reporting workspace would be another suitable location, especially with the csv export capacity being added there as well.

Show
Matt Costa added a comment - Yes I think the reporting workspace would be another suitable location, especially with the csv export capacity being added there as well.
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Matt Costa added a comment -

How will we be able to attach forms? Letters, attachments, images etc are simple attach but Forms will need to be generated before attaching correct? If so, is it possible to add a function that passes a boolean that for example says (isEmail) so we can set conditional graphic elements in attached forms?

Show
Matt Costa added a comment - How will we be able to attach forms? Letters, attachments, images etc are simple attach but Forms will need to be generated before attaching correct? If so, is it possible to add a function that passes a boolean that for example says (isEmail) so we can set conditional graphic elements in attached forms?
Hide
Tim Anderson added a comment -

Forms are generated and attached as PDF. There's no support at present to pass additional properties.
It would take another 4 hours to add support for this.

Show
Tim Anderson added a comment - Forms are generated and attached as PDF. There's no support at present to pass additional properties. It would take another 4 hours to add support for this.
Hide
Tim Anderson added a comment -

This has been completed on the vpms/branches/1.6 branch.
These will be merged back to trunk once 1.5 is released.

The following features are included:

1. Clickable email addresses that launch a Mail dialog with the to address set to the email address.

The mail dialog can be launched by clicking email addresses in the customer summary, customer contacts and supplier contacts.

2. The mail dialog supports multiple document attachments:

multiple attachments (from file or OpenVPMS)
multiple 'from' addresses (derived from the practice location or practice)
multiple 'to' addresses (based on the context)
direct editing of 'to' addresses

3. Attachment from file is supported in all mail dialogs.
4. Attachment from document is supported according to the workspace:

if a customer is selected, that customer's documents may be attached
if a patient is selected, its documents may be attached
if both a customer and patient is selected both their documents may be attached
if a supplier is selected, its documents may be attached

5. The 'to' addresses are determined by the current context:

if a customer is selected, that customer's email contacts are listed. The preferred contact is selected
if a customer and patient is selected, the patient's referral contacts are also listed
if a supplier is selected, the supplier email contacts are listed. The preferred contact is selected

6. Print dialogs now include an option to Mail. This is displayed next to Preview

7. Reports can be mailed, or exported to mail.

8. Attachments can be viewed in the Mail dialog by double clicking on them

9. Attachments can be deleted with the 'Delete' key

10. The batch print dialog at checkout now supports the option to mail selected attachments.

Show
Tim Anderson added a comment - This has been completed on the vpms/branches/1.6 branch. These will be merged back to trunk once 1.5 is released. The following features are included: 1. Clickable email addresses that launch a Mail dialog with the to address set to the email address. The mail dialog can be launched by clicking email addresses in the customer summary, customer contacts and supplier contacts. 2. The mail dialog supports multiple document attachments: multiple attachments (from file or OpenVPMS) multiple 'from' addresses (derived from the practice location or practice) multiple 'to' addresses (based on the context) direct editing of 'to' addresses 3. Attachment from file is supported in all mail dialogs. 4. Attachment from document is supported according to the workspace: if a customer is selected, that customer's documents may be attached if a patient is selected, its documents may be attached if both a customer and patient is selected both their documents may be attached if a supplier is selected, its documents may be attached 5. The 'to' addresses are determined by the current context: if a customer is selected, that customer's email contacts are listed. The preferred contact is selected if a customer and patient is selected, the patient's referral contacts are also listed if a supplier is selected, the supplier email contacts are listed. The preferred contact is selected 6. Print dialogs now include an option to Mail. This is displayed next to Preview 7. Reports can be mailed, or exported to mail. 8. Attachments can be viewed in the Mail dialog by double clicking on them 9. Attachments can be deleted with the 'Delete' key 10. The batch print dialog at checkout now supports the option to mail selected attachments.

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