New Work Schedule for Enhanced Flexibility:

• Introducing a robust work schedule that allows clinicians and clinics to set up sessions with precision.

• Configure maximum appointments per session, decide on multi-bookings, and manage recurring weeks or week selection.

• Detailed options include start and end dates, providing unparalleled scheduling flexibility.

CliniCom™ Module Revolutionises Communication:

• The CliniCom™ Module transforms patient communication, enabling effortless adhoc messaging.

• Seamlessly integrate messages into appointment confirmations and reminders, fostering patient engagement.

• Access CliniCom™ within the Patient section for streamlined communication management.

Smart List for Comprehensive Booking Management:

• Smart List replaces the Waiting List, offering advanced functionality for appointments, operations, lasers, and injections.

• New patient statuses, Active and Inactive, enhance patient management clarity.

• Powerful filters enable bulk selection and update for efficient patient management.

Analytics Dashboard for Informed Decision-Making:

• Elevate data-driven insights with enhanced graphical representation.

• Graphs for Top Clinician, Top Service, Income, and Patient Appointments provide real-time visibility.

• Customisable and resizable graphs for a dynamic and user-friendly experience.

Patient Record Linking for Seamless Coordination:

• Ideal for paediatric and vulnerable patients, linking patient records streamlines notifications to the dominant record.

• Effortless linking and unlinking process, offering comprehensive record tracking.

• Enhanced coordination for improved patient care.

Document Download and QR Codes for Efficient Processes:

• Download clinical and marketing forms as editable PDFs for easy sharing and filling.

• Introducing QR codes on invoices, meeting legal requirements for Greek clients, and offering additional fields for non-Greek clients.

Patient Recall Campaigns for Proactive Engagement:

• Launch targeted campaigns for follow-up appointments, offers, and promotions.

• Choose between manual and automatic assignment, providing flexibility in patient selection.

• Easily set SMS messages and select email templates for effective communication.

This release is a testament to our dedication to innovation, user satisfaction, and excellence in healthcare technology. OpenPIMS V5 aims to empower clinicians, streamline processes, and deliver an exceptional patient experience.

Thank you for choosing OpenPIMS. We are excited about the possibilities this release brings and look forward to supporting your healthcare journey.

👍 New Features: 

• New Work Schedule

• CliniCom™ 

• Smart List

• Patient Recall

• Patient record tagging for paediatric and vulnerable patients

• Partial Payments

• U.K. Address Lookup

• Appointment Confirmation 

• Auto Merge

• Analytics – Dashboard

• Downloadable and Editable Forms

• QR Codes to Invoices

• Swiss Language pack  

✅ Fixed Issues: Resolved Issues in the Latest Update

In the most recent update of OpenPIMS Version 5, we are pleased to inform you that several issues have been addressed, ensuring a smoother and more reliable user experience. Here are the key fixes implemented:

• 1. Unavailability Management:
  • Issue Resolution:
    • Users can now successfully delete or edit unavailability, addressing the previous limitation.

  2. Service and Forms Categories:

  • Issue Resolution:
    • The update resolves the issue related to service and forms categories, ensuring proper functionality.

  3. Adhoc Clinics Location Settings:

  • New Feature:
    • Adhoc clinics now come with enhanced location settings, providing more flexibility in managing clinic locations.

  4. Custom Appointment Confirmation Email Display:

  • Issue Resolution:
    • The issue where custom appointment confirmation email logos and icons were not displaying on certain web browsers has been fixed. 

🚀 User Experience Enhancements: Elevating Efficiency and Functionality

In our ongoing commitment to enhancing user experience, OpenPIMS Version 5 introduces several features and improvements aimed at making your interactions more dynamic and streamlined. Here’s an overview of the key enhancements:

1. Dynamic Search Bar:

• Real-Time Results: The search bar is now dynamic, providing instant results as you type, offering a more responsive and efficient search experience.

2. Additional Information in Appointment Screen: Under the appointment screen, you now have additional information, including the location, name, and date/time of the person who booked the appointment.
3. Patient Record Information:

• Record Creation and Modification Details: Patient records now include information about when they were created, by whom, and details about the last edit.

4. Secondary VAT Settings (For Greek Clients – ΤΠΥ Billing Profiles):

• Flexible VAT Application: Greek clients using ΤΠΥ billing profiles can set the amount over which Secondary VAT will apply, providing more flexibility in tax management.

5. Backdating Invoice Dates (For Greek Clients – ΤΠΥ Billing Profiles):

• Extended Invoice Date Flexibility: Greek clients using ΤΠΥ billing profiles can now backdate invoice dates for up to 15 days, offering a broader window for invoice management.

6. Placeholders Management:

• Categorisation and Drag-and-Drop Functionality: All placeholders are now categorized, and you can easily drag and drop them into position, eliminating the need for manual copy-paste processes.

7. Placeholders in Clinical and Survey Forms:

• Extended Placeholder Functionality: You can now incorporate placeholders into both Clinical and Survey forms, enhancing customization and data capture.

8. Last User Logon Information:

• User Activity Tracking: The last user logon information is now displayed under the user profile, providing insights into user activity.

9. OpenEyes Integration:

• Extended Connectivity: Improved connectivity with OpenEyes EPR enables the sharing of patient’s GP details, Next of Kin information, and other relevant data.

10. Work Schedule Improvements:

• Appointment Status Visibility: Appointment status is now visible on the worklist, providing quick insights into the status of scheduled appointments.
• Quick Patient Recall Assignment: A new button allows for the swift assignment of patients to recall, streamlining the workflow for follow-up appointments.

We believe these enhancements will significantly elevate your overall experience with OpenPIMS, offering greater efficiency, flexibility, and functionality. Thank you for choosing OpenPIMS, and we look forward to continually improving our platform to meet your needs.

👍 New Features In Detail: 

Introducing the New Work Schedule in OpenPIMS V5: Optimising Clinic Operations

We are excited to unveil the latest enhancement in OpenPIMS Version 5 – the new Work Schedule. This feature empowers clinicians and clinics to efficiently manage their sessions, offering a range of customisable options for enhanced scheduling flexibility. Here’s a detailed guide on how to make the most of this new functionality:

Key Features of the New Work Schedule:

1. Session Setup:
   • Clinicians and clinics can now create sessions with specific attributes.
   • Set the maximum number of appointments per session.
2. Flexible Configuration:
   • Decide if multi-bookings are allowed in the same slot and specify the maximum allowed.
   • Encashments feature for added financial control.
3. Recurrence Options:
   • Configure sessions to recur weekly, with options for recurring weeks (1-4) or week selection (1-5). Please note that these can be used in conjunction.
4. Start and End Date Management:
   • Define the start date for each session.
   • Optionally set an end date for sessions, allowing for finite scheduling periods.
5. Easy Setup Process:
   • Access the setup through Users, selecting the preferred clinician, and navigating to the Work Schedule Tab.
   • Choose whether the session applies to all locations or a specific one.
   • Click the ‘Add Session’ button to initiate the setup process.
6. Detailed Configuration:
   • Set the interval (recurring weeks or week selection).
   • Specify the days for the session and set start and end times for each day.
   • Configure the multi-booking number and maximum appointment numbers.
   • Include breaks if needed.
7. Effortless Saving:
   • Once all configurations are set, simply press ‘Save’ to implement the session.

How to Set Up a Session:

1. Navigate to Users:
   • Select the preferred clinician.
2. Access Work Schedule Tab:
   • Choose the Work Schedule Tab.
3. Add Session:
   • Select whether the session applies to all locations or a specific one.
   • Press the ‘Add Session’ button.
4. Configuration Screen:
   • Set the start date and, if applicable, the end date.
   • Choose the recurrence interval (recurring weeks or week selection).
   • Specify days, start and end times, multi-booking number, and maximum appointment numbers.
   • Include breaks if needed.
5. Save Changes:
   • Once all configurations are complete, press ‘Save’ to finalise the session setup.

Please watch a brief video tutorial demonstrating the step-by-step process of setting up a work session 👉 https://youtu.be/47TIhjI7p5s

This new Work Schedule feature is designed to streamline the scheduling process, providing clinicians and clinics with the flexibility and control needed for efficient operations. We believe this enhancement will contribute to a more organised and optimised clinic workflow. 

CliniCom

Introducing CliniCom™ Module: Elevating Patient Communication

The CliniCom™ Module in OpenPIMS Version 5 is a carefully crafted tool designed to enhance communication efficiency between healthcare organisations and patients. This module empowers healthcare professionals to effortlessly dispatch adhoc messages to patients, whether integrated into appointment confirmations, reminders, or on a spontaneous basis. Here’s a comprehensive guide on how to make the most of the CliniCom™ Module:

1. CliniCom™ Overview:

• Effortless Communication:
  • Enables healthcare professionals to dispatch adhoc messages to patients seamlessly.
  • Patients can conveniently respond to emails (SMS functionality coming soon), and clinics are promptly notified.
  • Streamlines communication, saving time and maintaining a comprehensive record of patient communications.

2. CliniCom™ Module in Patient Section:

Sending a Custom Message During the Booking Process:

• Step 1: Accessing the Booking Process: Book an appointment through your preferred method.
• Step 2: Locate the CliniCom Message Field: Identify the right side of the interface on the appointment booking screen.
• Step 3: Find the CliniCom Message Field: Locate the ‘CliniCom Message’ field within the right-side section.
• Step 4: Input Your Message: Use the ‘CliniCom Message’ field to type your customised message.
• Step 5: Confirmation in Email or SMS: The typed message will automatically be included in the appointment confirmation email or SMS.

Sending an Adhoc Message for Booked Appointments:

• Step 1: Accessing the Appointment: Locate the booked appointment for which you want to send an adhoc message.
• Step 2: Open the Appointment for Editing: Click on the appointment and select the ‘Edit’ option.
• Step 3: Locate the CliniCom Message Field: Find the ‘CliniCom Message’ field within the appointment editing screen.
• Step 4: Type Your Message: Use the ‘CliniCom Message’ field to type the adhoc message you want to send.
• Step 5: Send the Message: Press the ‘Send’ button to dispatch the adhoc message.

Sending an Adhoc Message from the Patient Record:

• Step 1: Locate the Patient: Utilise the search bar to find and access the patient’s record.
• Step 2: Access Actions: Click on the ‘Actions’ button.
• Step 3: Choose CliniCom Message: Select ‘CliniCom Message’ from the ‘Actions’ menu.
• Step 4: Type Your Message: Use the designated field to type the adhoc message you wish to send.
• Step 5: Send the Message: Press the ‘Send’ button to dispatch the adhoc message.

The system will confirm the successful sending of your message.

Checking for Unread Messages and Replying:

• Step 1: Access CliniCom Page: Click the CliniCom button on the top left of the Appointment page or go to ‘Patients’ and then ‘CliniCom.’
• Step 2: View Unread Messages: All active messages are displayed. Unread messages are bold.
• Step 3: Read and Reply: Click on the selected message to open a new “chat” page. Here, you can read the message and compose a reply.

CliniCom Actions:

• Step 2: Explore Options: Click on the CliniCom Actions button to reveal the following options:
  • Complete: Mark a message as complete. The message will be archived under the patient record for future reference.
  • Book Appointment: Schedule a new appointment for the patient.
  • Edit Appointment: Make changes to an existing appointment.

Please watch a brief video tutorial demonstrating the step-by-step process of sending a CliniCom Message During the Booking Process 👉 https://youtu.be/i8nacK77Ewk

Please watch a brief video tutorial demonstrating the step-by-step process on How to Read and Reply to CliniCom Messages 👉 https://youtu.be/drt3wt2x3wU

By utilising these CliniCom Actions, you can efficiently manage and archive messages, schedule new appointments, and edit existing appointments as needed.

We believe the CliniCom™ Module will significantly enhance communication between healthcare providers and patients, providing a streamlined and efficient communication platform.  

Smart List

Introduction of Smart List in OpenPIMS V5: Elevating Appointment and Booking Management

In OpenPIMS Version 5, we are excited to introduce the Smart List, a robust and versatile replacement for the Waiting List. The Smart List is equipped with advanced functionality and powerful features, extending its management capabilities to appointments, operation bookings, laser bookings, and injections. Here’s a comprehensive overview of the key enhancements:

1. Multi-Booking Management:

• Expanded Booking Types: The Smart List now encompasses not only appointments but also Operations Bookings, Laser Bookings, and Injections, providing a unified platform for managing various types of bookings.
• Reason: Patients can be added to the Smart List for appointments, operation bookings, laser bookings, and injections, streamlining the booking process.

2. Patient Status Categorisation:

• Active and Inactive Patient Status: Two new patient statuses, Active (green) and Inactive (grey), are introduced based on specific criteria.
• Active Patients:
  • Have a future appointment booked.
  • Are on a Fail-Safe list.
  • Have a due date for a future appointment, manually or automatically via the OE follow-up API (existing waiting list).
  • Are manually marked as active.
• Inactive Patients:
  • Lack future appointments.
  • Are not on a Fail-Safe List.
  • Have no Waiting List entries.
  • Are manually marked as inactive.

3. Powerful Filters for Smart List:

• Advanced Filtering Options, new powerful filters are introduced for efficient Smart List management:
  • Age group
  • Appointment Due Date
  • Gender
  • Clinician
  • Clinics
  • Services
  • Patient Risk
  • Status
  • Recall Type
  • Fail-Safe

4. Bulk Selection and Update:

• Efficient Bulk Operations: Users can now select multiple patients using advanced search filters and perform bulk updates for various parameters such as appointment due date, risk, services, clinician, clinic, and recall type.

Benefits:

• Unified Booking Management: The Smart List consolidates various booking types, simplifying and centralizing booking management.
• Clear Patient Status Indication: Active and Inactive patient statuses provide visual cues for easy identification and management.
• Advanced Filtering for Precision: New filters enable users to refine the Smart List based on specific criteria, ensuring precise management and organisation.
• Efficient Bulk Operations: Bulk selection and update capabilities streamline the process of managing multiple patients simultaneously.

We believe these enhancements will significantly elevate your experience in managing appointments and bookings, providing a more efficient, organised, and user-friendly approach. Thank you for choosing OpenPIMS, and we look forward to continued improvements to meet your evolving needs.

Patient Recall

Patient Recall Campaign Setup in OpenPIMS V5: Effectively Engage and Communicate with Patients

OpenPIMS Version 5 introduces a powerful Patient Recall feature, serving as an effective marketing tool for clinics to engage with patients for follow-up appointments, promotional offers, and more. Here’s a step-by-step guide on how to set up a Patient Recall campaign:

Step 1: Launching the Setup Wizard

1. Navigate to Marketing:
   • Go to the Marketing section in OpenPIMS.
2. Select Patient Recall:
   • Choose the Patient Recall option.
3. Initiate Setup:
   • Click on the “+ Add” button to launch the setup wizard.

Step 2: Name, Interval, and Assignment

1. Name and Interval:
   • Provide a name for your campaign.
   • Set the start date/time and end date (if applicable).
2. Assignment Options:
   • Choose between manual and automatic assignment.
     • Manual Assignment:
       • No patient selection is made during setup. Patients can be assigned later from the patient overview or booked appointments.
     • Automatic Assignment:
       • Define powerful search criteria to automatically identify and add patients who meet the specified conditions.

Step 3: SMS Message and Email Template

1. Set SMS Message:
   • Define the SMS message that will be sent to patients.
2. Select Email Template:
   • Choose an email template from the dropdown list. Custom templates can be created under Admin > Forms > Templates.

Step 4: Review and Save

1. Review Details:
   • Ensure all details are accurate and meet your campaign objectives.
2. Save the Recall:
   • By saving the recall, the system will initiate the campaign based on the specified start date/time.

Monitoring Campaign Performance:

• Dashboard Monitoring:
  • Visit the Dashboard to check the performance of each campaign.

Benefits:

• Effortless Campaign Setup:
  • The setup wizard simplifies the process, guiding users through key steps for effective campaign configuration.
• Flexible Assignment Options:
  • Choose between manual and automatic assignment based on your clinic’s preferences and requirements.
• Customizable Messaging:
  • Tailor SMS messages and select email templates to align with your clinic’s communication style.
• Real-Time Monitoring:
  • Track campaign performance through the Dashboard, allowing for informed decision-making.

Please watch a brief video tutorial demonstrating the step-by-step process of setting up a Patient Recall Campaign 👉 https://youtu.be/gbbfU5gg7yo

Please watch a brief video tutorial demonstrating the step-by-step process of manually assigning patients to a Patient Recall Campaign 👉 https://youtu.be/Q0rPKX2RXLM

We believe the Patient Recall feature will significantly enhance your clinic’s communication strategy, fostering better patient engagement and promoting your services effectively. Thank you for choosing OpenPIMS, and we look forward to supporting your marketing initiatives.

Patient record tagging for paediatric and vulnerable patients

Patient Record Linking in OpenPIMS V5: Enhancing Coordination and Notifications

In the latest release of OpenPIMS Version 5, a new feature has been introduced that allows users to link patient records, offering valuable benefits for paediatric and vulnerable patients. Here’s a detailed guide on how to link patient records and manage the linking process:

Linking Patient Records:

1. Access Link Records Option:
   • Navigate to the appropriate patient record.
   • Select “Other Actions” and choose “Link Records.”
2. Linking Process:
   • In the new window, use the search function to find an existing patient record for linking.
   • For parents or guardians not registered in the system, quickly register them by providing basic information such as Name, Phone, Email, Date of Birth, and relation.
   • During the tagging process, select existing patients and define the relation or input basic information for parents/guardians.
   • Notification Handling: If two or more patient records are linked, the system will send all notifications to the dominant patient record, streamlining communication for better coordination.

Checking Linked Records:

• Linked Records Section:
  • To check if a patient record is linked, go to the patient record, and on the right-hand side, find the “Linked Records” section.
  • In this table, you can view all linked records and their respective relations.

Unlinking Records:

1. • Visit Patient Record: To unlink patient records, visit the patient record you wish to unlink.
   • Locate Linked Records Section: In the patient record, find the “Linked Records” section.
   • Unlink Process: Click on the small icon with the “x.” This action will prompt the system to unlink the patient record.

Benefits:

• Enhanced Coordination: Linking patient records is particularly useful for paediatric and vulnerable patients, facilitating better coordination of care.
• Streamlined Notifications: Notifications are directed to the dominant patient record when multiple records are linked, ensuring efficient communication.
• Quick Registration for Guardians: Expedite the registration process for parents or guardians not already registered in the system during the linking process.
• Easy Unlinking: The system provides a straightforward process to unlink patient records when needed.

We believe that the ability to link patient records in OpenPIMS V5 will greatly improve the management of patient information, offering more comprehensive and coordinated care. 

Partial Payments

OpenPIMS V5 Release Notes: Improved Partial Payment Functionality

We are excited to introduce enhanced features in OpenPIMS Version 5, focusing on making your experience smoother and more flexible. One notable addition is the ability to record partial payments for both appointments and invoices generated through the Billing module, even without a specific appointment. Here’s how you can take advantage of this new functionality:

Recording Partial Payments:

1. Navigate to the Appointment:
   • Locate the relevant appointment and click on it.
2. Access Payments Section:
   • Within the appointment details, find the “Payments” button.
3. Record Partial Payment:
   • A new window will appear, allowing you to record partial payments.
   • Enter the payment amount.
4. Specify Details:
   • Select the payment date.
   • Choose the payment method.
   • Optionally, add any relevant comments.
   • Once details are entered, hit the “Save” button.

Overview of Payments:

• Total Appointment Cost:
  • At the top of the window, you’ll find the total cost of the appointment.
  • Outstanding Amount: This section displays the remaining unpaid balance after the partial payment.

Billing Overview Highlights:

• Visual Indication: Partially paid invoices will be prominently highlighted in yellow within the billing overview.

Please watch a brief video tutorial demonstrating the step-by-step process on how to record Partial Payments 👉 https://youtu.be/Ze5zsfiMVCc

With these improvements, managing and tracking partial payments in OpenPIMS becomes more intuitive, providing you with a comprehensive view of your financial transactions. We hope these enhancements contribute to a more user-friendly and efficient experience for our valued users.

UK address lookup

Enhanced UK Address Lookup Feature for OpenPIMS V5:

This enhancement simplifies the process of capturing patient addresses by utilising postcodes. Here’s a step-by-step guide on how to leverage this convenient functionality:

UK Address Lookup Steps:

1. For UK Clients Only:
   • This feature is specifically tailored for our UK-based users.
2. Postcode Input:
   • In the designated field, users can input the postcode related to the patient’s address.
3. Automatic Address Preloading:
   • Upon entering the postcode, the system will automatically preload the available addresses associated with that postcode.
4. User Selection:
   • Users simply need to select the correct house number from the list of available options.
5. Automatic Address Addition:
   • After house number selection, the system seamlessly adds the patient’s address to the relevant fields, streamlining the data entry process.

Key Benefits:

• Efficiency: Save time and effort by eliminating manual entry of patient addresses.
  • Accuracy: Reduce errors associated with manual data input through automated address retrieval.
  • User-Friendly: Enhance user experience with a straightforward and intuitive address lookup process.

Note for Users:

• This feature is exclusively available for UK clients.
• Ensure the accuracy of the postcode for optimal results.
• Enjoy a hassle-free address entry experience with just a few clicks.

We believe this UK Address Lookup enhancement will significantly improve your workflow, providing a more efficient and accurate way to capture patient addresses within OpenPIMS V5. Thank you for choosing OpenPIMS, and we’re confident that this feature will contribute to an enhanced user experience for our UK users.

Appointment Confirmation Feature in OpenPIMS V5: Streamlining Confirmation Processes

We are excited to introduce an enhanced Appointment Confirmation feature in OpenPIMS Version 5, aimed at providing a seamless and efficient process for confirming patient appointments. Here’s a detailed overview of the new functionalities:

Confirmation Via Email and SMS:

• Email Confirmation Link:
  • Every appointment confirmation email now includes a link at the bottom, allowing patients to confirm their attendance with a simple click.
• SMS Confirmation Placeholder:
  • For SMS confirmations, a placeholder is available to automatically add a confirmation link that patients can click on to confirm their attendance.

Two New Appointment Statuses:

• Confirmed Status:
  • Appointments now have two new statuses: Confirmed and Unconfirmed.
  • Confirmed appointments display a Green tick icon.
• Unconfirmed Status:
  • Unconfirmed appointments display a Red X icon.

Real-Time Status Updates:

• Automated Confirmation: When a patient confirms the appointment through the provided link, the appointment status is updated in rea
• l time.

Manual Confirmation Option:

• For Personalized Confirmation: Users who prefer to confirm appointments manually can do so by clicking on the patient’s appointment and selecting the confirmation button.

Confirmation Status Details:

• Visibility On Appointment Click: Clicking on an appointment reveals the confirmation status at the top of the screen.
• Confirmation Information: Detailed information, including who confirmed the appointment and the date/time of confirmation, is now available.

Enhanced Visibility, Calendar and Worklist: The confirmation status is visible on every appointment within the calendar and on the worklist.

Benefits:

• Efficiency and Real-Time Updates: Streamline the confirmation process, with real-time status updates for improved efficiency.
• Manual Confirmation Flexibility: Offer a manual confirmation option for those who prefer direct communication with patients.
• Comprehensive Visibility: Easily track confirmation status across appointments, enhancing overall visibility.

We believe these enhancements will elevate your appointment confirmation experience within OpenPIMS V5, ensuring a more interactive and user-friendly approach.

Auto Merge

Auto Merge for Duplicate Patient Records in OpenPIMS V5: Simplifying Record Management

We are thrilled to introduce the Auto Merge feature in OpenPIMS Version 5, making the identification and merging of duplicate patient records a breeze. This enhancement streamlines the process, ensuring data accuracy and a more efficient workflow. Here’s an overview of the key functionalities:

Automatic Identification of Duplicates:

• Criteria for Identification:
  • OpenPIMS will automatically scan the database, identifying patients with the same Name, Date of Birth (DoB), NHS (AMKA) Number, and Gender.
• Auto Merge Feature:
  • When you visit the Auto Merge section, the system will automatically search for duplicate patient records based on the specified criteria.

User-Friendly Review Table:

• Listing Duplicate Records:
  • Identified duplicate patient records will be presented in a clear and organised table for easy review.

Batch Merging:

• Merge All Patients Button:
  • At the top of the page, a convenient “Merge All Patients” button is provided.
  • Pressing this button will automatically merge all records with no conflicts.
• Conflict Resolution:
  • Records with conflicts will be held for manual merging to ensure accurate data consolidation.

Improved Manual Merging:

• Enhanced Search Options:
  • The manual merging process has been improved, allowing users to search by OP ID, NHS number, or telephone number for more precise identification.

Streamlined Workflow:

• Efficiency and Accuracy: With Auto Merge, the system regularly scans for duplicates, promoting proactive data management and accuracy.
• User-Friendly Interface: The clear and intuitive interface makes it easy to review and manage duplicate records seamlessly.

Note for Users:

• Conflicts Handling: Records with conflicts are retained for manual review and merging.

We believe the Auto Merge feature will significantly enhance your experience in managing patient records, making the process more automated, efficient, and user-friendly.

Analytics – Dashboard

Enhanced Analytics Dashboard in OpenPIMS V5: Visualising Data for Informed Decision-Making

We are excited to announce significant enhancements to the Analytics Dashboard in OpenPIMS Version 5. The introduction of graphical representations provides a dynamic and insightful way to interpret data. Here’s a detailed overview of the new features:

Live Reports with Graphical Representation:

1. Top Clinician Graph, Performance Comparison:

• Compare the performance of all clinicians based on the number of appointments they have had over time.
• Interval Options: Choose intervals of 7 Days, 15 Days, 1 Month, Six Months, and a Year for flexible analysis.

2. Top Service Graph, Service Usage Comparison: Compare all services based on their usage for appointment booking over time.

• Interval Options: Adjust intervals to 7 Days, 15 Days, 1 Month, Six Months, and a Year for detailed analysis.

3. Income Graph, Clinic’s Income Over Time: Visualise the clinic’s income trends over different intervals, ranging from 7 Days to a Year.
4. Patient Appointments Graph, New vs Returning Patients: Easily compare bookings from new and returning patients over time.

• Interval Options:
  • Analyse trends with intervals of 7 Days, 15 Days, 1 Month, Six Months, and a Year.

Features for User Convenience:

• Floating and Resizable Graphs:
  • All graphs are designed to be floating and resizable, allowing users to customise their view for optimal data analysis.

Empowering Informed Decision-Making:

• Insightful Information:
  • Gain valuable insights into clinician performance, service popularity, income trends, and patient booking patterns.
• Flexible Analysis:
  • The choice of intervals provides flexibility for users to perform in-depth analysis based on their preferred timeframe.

We believe these enhancements to the Analytics Dashboard will empower users to make informed decisions by providing a visually engaging and comprehensive overview of critical clinic metrics. 

Downloadable and Editable Forms

Downloadable and Editable Forms in OpenPIMS V5: Enhancing Convenience for Users

We are excited to announce significant improvements to our clinical and marketing forms in OpenPIMS Version 5. Now, all these forms can be effortlessly downloaded as editable PDFs, simplifying the process of sharing and filling. Here’s how you can take advantage of this new functionality:

Clinical Forms:

1. • Navigate to Clinical Forms: Go to the Admin section and select Clinical Forms.
   • Select Desired Form: Choose the specific clinical form you wish to download.
   • Download as Editable PDF: Click on the PDF button to download the selected clinical form as an editable PDF.

Survey Forms:

1. Navigate to Marketing:
   • Go to the Marketing section.
   • Choose the Surveys option.
2. Choose Form for Download:
   • Select the survey form you want to download.
   • Download as Editable PDF: Press the PDF button to download the chosen survey form as an editable PDF.

Theme Settings for Styling:

• Clinical and Survey Forms: We have introduced Theme settings for both clinical and survey forms.
• Accessing Theme Settings: Visit the clinical or survey forms, select the specific form you want to style, and choose Theme, Mode, and Appearance.

Benefits:

• Effortless Sharing:
  • Download forms as editable PDFs for seamless sharing and filling.
• User-Friendly Process:
  • The intuitive interface ensures a straightforward experience for users.
  • Customisable Styling, theme settings empower users to customise the appearance of both clinical and survey forms.

We believe these enhancements will significantly improve the user experience by providing more flexibility and convenience in managing and sharing forms. 

QR Codes to invoices

QR Codes Integration in OpenPIMS V5: Enhancing Invoice Authentication and Information Accessibility

We are pleased to announce the integration of QR Codes into invoices, providing an additional layer of functionality for both Greek and non-Greek clients in OpenPIMS Version 5. Here’s a breakdown of the features:

For Greek Clients:

• QR Code for Invoice Authentication:
  • From the 1st of January 2024, it is mandatory for all invoices/receipts in Greece to have a QR Code for validating authenticity.
  • Invoices sent to the myDATA platform, along with the MARK ID, will receive a URL link in return. This URL link is then encrypted into a QR code.
• Authentication Check:
  • Anyone can scan the QR Code to validate the authenticity of the invoice/document, ensuring compliance with Greek regulations.

For Non-Greek Clients:

• Bank Account Details in QR Code:
  • New fields are introduced under billing profiles for non-Greek clients to record bank account details.
  • This information is included in the QR Code associated with the invoice.

Benefits:

• Compliance with Greek Regulations:
  • Greek clients can seamlessly comply with the mandatory requirement of having QR Codes for invoice authentication.
• Enhanced Security:
  • QR Codes provide an additional layer of security, allowing easy verification of invoice authenticity.
• Efficient Information Access:
  • Non-Greek clients benefit from the inclusion of bank account details in the QR Code, streamlining payment processes.

User-Friendly Implementation:

• Automated URL Encryption:
  • OpenPIMS automatically encrypts the URL link received from the myDATA platform into a QR Code for Greek clients.
• Intuitive Fields for Non-Greek Clients:
  • Non-Greek clients can conveniently record bank account details in the billing profiles for inclusion in the QR Code.

We believe these QR Code enhancements will significantly contribute to the efficiency, security, and compliance aspects of invoicing within OpenPIMS V5. Thank you for choosing OpenPIMS, and we are committed to providing valuable features that cater to your diverse invoicing needs.

Swiss language

New Swiss Language Pack in OpenPIMS V5: Expanding Language Support

We are thrilled to share the exciting news of the latest addition to our language packs in OpenPIMS Version 5 – Swiss! This new language pack aims to enhance the user experience for our Swiss users, providing a more localised and comfortable environment. Here’s what you need to know:

Key Features:

• Diverse Language Support:
  • The introduction of the Swiss language pack reflects our commitment to catering to the diverse linguistic needs of our users.
• Enhanced User Experience:
  • Users in Switzerland can now navigate OpenPIMS in their preferred language, contributing to a more seamless and user-friendly experience.

Implementation Details:

• Language Selection:
  • Users can select the Swiss language from the language settings within OpenPIMS.
• Interface Localisation:
  • The entire user interface, including menus, buttons, and labels, will be presented in the Swiss language for a fully localised experience.

Benefits:

• Increased Accessibility:
  • Users in Switzerland can now interact with OpenPIMS in their native language, improving accessibility and ease of use.
• Global Reach:
  • The addition of the Swiss language pack aligns with our goal to make OpenPIMS accessible to users worldwide.

User Guidance:

• Language Settings Adjustment:
  • Users can adjust their language preferences in OpenPIMS by selecting Swiss from the available language options.

We believe that the introduction of the Swiss language pack will contribute to a more inclusive and user-centric experience within OpenPIMS V5. Thank you for choosing OpenPIMS, and we look forward to continuing to enhance our platform to meet the diverse needs of our global user base.

Thank you for choosing OpenPIMS, and we hope this release enhances your ability to deliver healthcare services effectively and flexibly.

Crafted with Passion!

What is Next?

Exciting developments are underway as we gear up for upcoming releases at OpenPIMS! Our dedicated team is actively working on a range of enhancements, including a comprehensive redesign of the Patient Record for an improved user experience.

Additionally, we’re integrating seamlessly with Xero, Sage, and Healthcode, promising enhanced financial and administrative functionalities.
A revamped Booking Portal is also in the works, offering a more intuitive and user-friendly interface.

Furthermore, we’re delving into Admission and Discharges, as well as Bed Management, to ensure a holistic and streamlined approach to healthcare operations.

Stay tuned for these exciting updates that aim to elevate efficiency and user satisfaction across the board!

What to Do if You Notice Any Issues?

While we have diligently tested every function, we understand that unexpected issues may arise. If you come across any functionality that is not working as expected, please don’t hesitate to reach out to us via: 

Email: Support@mdit.uk

Help Desk: https://support.mdit.uk

U.K. Landline: +44 (0) 1233 556 569

GR Landline: +30 210 897 6368

We value your feedback and are committed to resolving any issues promptly to ensure a smooth experience for all users.