Vetstoria and OpenVPMS Integration

This article will walk you through the PIMS settings that are required to configure in OpenVPMS in order to set up the Vetstoria online booking tool. Please configure the following settings in your OpenVPMS instance.

Step 1 - Setup Online Booking Practice Locations

1.  Login as a user with administrator access.
2. Login as a user    as      Navigate to Administration -> Organisation. 
3. Select Practice Location from the drop-down labelled "Type" and click . The configured locations will be displayed.

4. For each Location you want to configure for Online Booking in the list, highlight the location and click Edit. Tick the Online Booking checkbox at the bottom of the window and click OK to save. You will need to complete the above steps for each Practice Location being set up for Online Bookings

Step 2 - Creating An 'Online' Appointment Type For Online Booking

1.  Navigate to Administration > Organisation > Types Dropdown and click on Appointment types
2. Click at the bottom of the window
   
   
3. Create an Appointment Type by the name “Online”(screenshot below). Tick the checkboxes 'Active' and 'Online Booking'. Enter the description as 'For Online Booking Only'.
   
   
4. Click on Apply and click on  to save.

Step 3 - Assign The ‘Online’ Appointment Type To The Relevant Schedules

1. Navigate to Administration -> Organisation, and select Schedule from the drop-down labelled "Type" and click .
2. Double click on the relevant Schedule that you wish to enable for Online Booking.

3. For each Schedule in the list you want to configure for Online Booking highlight the relevant Schedule and click Edit. Tick the Online Booking check-box.

Select Tab 2- Appointment Types and Add the new Appointment Type ‘Online’ to each Schedule that is configured for Online Bookings. Press OK to save.

Step 4 - Setup The Online Booking API user

1. Navigate to Administration -> Users and click and fill in the following information:Login Name: Booking
   
   
   

Login Name: Booking

Password: Open12345!@#

Name: Online Booking User

Description: Online Booking API User (DO NOT DELETE)

Active: Tick

Title: None

Online Booking: Tick

Firstname, Lastname & Qualifications: Leave Blank

Edit Preferences: Tick

Connect from Anywhere: Tick

2. Select Contacts Tab-> EmailContact-> Add: OpenVPMS Support support@openvpms.com 

3. Click on 'Roles', scroll through the list of available roles and select 'Online Booking'. Press the arrow to apply it to the selected column. Click on  to save.

Step 5 - Only for Clinician Based Schedules (Configure Clinician  Based Schedules & Users)

1. Login as a user with administrator access.

2. Navigate to Administration-> Users and Highlight the Users to be configured. Press Edit.

3. Tick- ‘Online Booking’. Press OK to save.

Continue for all users who need to be selected for the online bookings.

Step 6 - Only for Non-Clinician Based Schedules

1. Login as a user with administrator access.

2. Navigate to Administration-> Users and Highlight the Users to be configured. Press Edit.

3. Tick- ‘Online Booking’. Press OK to save.

4. Click on Administration > Organisation > Type: Roster Area

4.1.  Click New and Create the new area- i.e- Consulting, Surgery

4.2. Select the relevant location for the roster area

4.3.  Add the relevant Schedules to each Roster Area- Press Add and select each Schedule.

4.4.  Click ‘OK’ to save.

5. Click on WorkFlow >Rostering. The roster areas created in the previous step will be available.

6. Double click on the relevant date and the new shift window will open.

7. Select the relevant Employee & Roster Area by pressing the binoculars.

8. Change the start & end time of the shift as required. 

9. Press OK to save the shift.  

10. Shifts will now appear as per the below image.

11.  Navigate to Workflow > Scheduling > Select a date that you recently added an employee shift. Press the + next to the Schedule name and see  the Employees Rostered on for that day.

12.  Clinician Based Schedules for Online Bookings have now been configured.

Step 7 - Only for Non-Clinician Based Schedules

Send email to Vetstoria confirming that Online Bookings have been configured and confirm the Online Booking Username & password as well as the Schedule type: i.e Clinician Based or Non-Clinician Based.

Username: Booking, Password: Open12345!@#

 Send email to: support@vetstoria.com

 For Cloud Based System the below URL needs to be supplied. It will be something like the below.

 https://practicename.openvpmscloud.com/openvpms/ws/booking/v2 

Any questions or queries, or if you need further help, please use the Contact Support form linked at the top of this page, or the chat function in the corner of your screen to contact our support teams.