public static ApptReminderRule CreateApptReminderRule(long clinicNum, ApptReminderType type, TimeSpan tsPrior,
bool isSendAll = true, CommType priority1 = CommType.Preferred, CommType priority2 = CommType.Text, CommType priority3 = CommType.Email,
TimeSpan doNotSendWithin = default(TimeSpan), bool isAutoReplyEnabled = true)
{
ApptReminderRule clinicRule = ApptReminderRules.CreateDefaultReminderRule(type, clinicNum);
clinicRule.TSPrior = tsPrior;
clinicRule.IsSendAll = isSendAll;
clinicRule.SendOrder = string.Join(",", new List <CommType>()
{
priority1, priority2, priority3
}.Select(x => ((int)x).ToString()).ToArray());
clinicRule.DoNotSendWithin = doNotSendWithin;
if (type == ApptReminderType.PatientPortalInvite && clinicNum > 0)
{
clinicRule.SendOrder = "2"; //Email only
clinicRule.IsSendAll = false;
if (ClinicPrefs.Upsert(PrefName.PatientPortalInviteEnabled, clinicNum, "1")
| ClinicPrefs.Upsert(PrefName.PatientPortalInviteUseDefaults, clinicNum, "0"))
{
ClinicPrefs.RefreshCache();
}
}
clinicRule.IsAutoReplyEnabled = isAutoReplyEnabled;
ApptReminderRules.Insert(clinicRule);
return(clinicRule);
}
/// <summary>Returns the list of replacement tags available for the passed in ApptReminderRuleType.</summary>
public static List <string> GetAvailableTags(ApptReminderType type)
{
List <string> retVal = new List <string>()
{
"[NameF]",
"[ApptTime]",
"[ApptTimeAskedArrive]",
"[ApptDate]",
"[ClinicName]",
"[ClinicPhone]",
"[ProvName]",
"[ProvAbbr]",
"[PracticeName]",
"[PracticePhone]"
};
if (type == ApptReminderType.ConfirmationFutureDay)
{
retVal.AddRange(new[] {
"[ConfirmCode]",
"[ConfirmURL]"
});
}
else if (type == ApptReminderType.PatientPortalInvite)
{
retVal.AddRange(new[] {
"[UserName]",
"[Password]",
"[PatientPortalURL]"
});
}
retVal.Sort(); //alphabetical
return(retVal);
}
public void ApptReminderRules_IsShortCode_DefaultsAndClinicOverrides()
{
long clinicNum = 1;
foreach (ShortCodeTypeFlag flag in Enum.GetValues(typeof(ShortCodeTypeFlag)).AsEnumerable <ShortCodeTypeFlag>()
.Where(x => x != ShortCodeTypeFlag.None))
{
ApptReminderType type = flag.GetAttributeOrDefault <ShortCodeAttribute>().ApptReminderType;
//Set default clinic OFF for Short Codes for the corresponding ApptReminderType.
ClinicPrefs.Upsert(PrefName.ShortCodeApptReminderTypes, 0, POut.Long(0));
//Set clinicA OFF for Short Codes for the corresponding ApptReminderType.
ClinicPrefs.Upsert(PrefName.ShortCodeApptReminderTypes, clinicNum, POut.Long(0));
ClinicPrefs.RefreshCache();
Assert.IsFalse(ApptReminderRules.IsShortCode(type, clinicNum));
//Set clinicA ON for Short Codes for the corresponding ApptReminderType.
ClinicPrefs.Upsert(PrefName.ShortCodeApptReminderTypes, clinicNum, POut.Long((long)flag));
ClinicPrefs.RefreshCache();
Assert.IsTrue(ApptReminderRules.IsShortCode(type, clinicNum));
//Set default clinic ON for Short Codes for the corresponding ApptReminderType.
ClinicPrefs.Upsert(PrefName.ShortCodeApptReminderTypes, 0, POut.Long((long)flag));
//Set clinicA OFF for Short Codes for the corresponding ApptReminderType.
ClinicPrefs.Upsert(PrefName.ShortCodeApptReminderTypes, clinicNum, POut.Long(0));
ClinicPrefs.RefreshCache();
Assert.IsTrue(ApptReminderRules.IsShortCode(type, clinicNum));
//Set clinicA ON for Short Codes for the corresponding ApptReminderType.
ClinicPrefs.Upsert(PrefName.ShortCodeApptReminderTypes, clinicNum, POut.Long((long)flag));
ClinicPrefs.RefreshCache();
Assert.IsTrue(ApptReminderRules.IsShortCode(type, clinicNum));
}
}
/// <summary>Returns the list of replacement tags available for the Aggregate Templates for the passed in ApptReminderRuleType.</summary>
public static List <string> GetAvailableAggTags(ApptReminderType type)
{
List <string> retVal = GetAvailableTags(type);
retVal.Add("[Appts]"); //[Appts] is used for child nodes
retVal.Sort();
return(retVal);
}
///<summary>Determines if this clinic is set to use Short Codes for this ApptReminderType.</summary>
private static bool IsUsingShortCodesForType(ApptReminderType type, long clinicNum)
{
//ClinicPrefs.GetLong() returns 0 if pref not found.
List <ApptReminderType> listUsingShortCodes = ((ShortCodeTypeFlag)ClinicPrefs.GetLong(PrefName.ShortCodeApptReminderTypes, clinicNum))
.GetFlags()
.Select(x => x.GetAttributeOrDefault <ShortCodeAttribute>().ApptReminderType).ToList();
return(type.In(listUsingShortCodes));
}
public static ApptReminderRule CreateDefaultReminderRule(ApptReminderType ruleType, long clinicNum = 0, bool isBeforeAppointment = true)
{
switch (ruleType)
{
case ApptReminderType.Reminder:
return(new ApptReminderRule()
{
ClinicNum = clinicNum, //works with practice too because _listClinics[0] is a spoofed "Practice/Defaults" clinic with ClinicNum=0
TypeCur = ApptReminderType.Reminder,
TSPrior = TimeSpan.FromHours(3),
TemplateSMS = "Appointment Reminder: [NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName]. If you have questions call [ClinicPhone].", //default message
TemplateEmail = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [OfficeName]. If you have questions, call [OfficePhone].", //default message
TemplateEmailSubject = "Appointment Reminder", //default subject
TemplateSMSAggShared = "Appointment Reminder:\n[Appts]\nIf you have questions call [ClinicPhone].",
TemplateSMSAggPerAppt = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName].",
TemplateEmailSubjAggShared = "Appointment Reminder",
TemplateEmailAggShared = "[Appts]\nIf you have questions, call [OfficePhone].",
TemplateEmailAggPerAppt = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName].",
//SendOrder="0,1,2" //part of ctor
});
case ApptReminderType.ConfirmationFutureDay:
return(new ApptReminderRule()
{
ClinicNum = clinicNum, //works with practice too because _listClinics[0] is a spoofed "Practice/Defaults" clinic with ClinicNum=0
TypeCur = ApptReminderType.ConfirmationFutureDay,
TSPrior = TimeSpan.FromDays(7),
TemplateSMS = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [OfficeName]. Reply [ConfirmCode] to confirm or call [OfficePhone].", //default message
TemplateEmail = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [OfficeName]. Click [ConfirmURL] to confirm or call [OfficePhone].", //default message
TemplateEmailSubject = "Appointment Confirmation", //default subject
TemplateSMSAggShared = "[Appts]\nReply [ConfirmCode] to confirm or call [OfficePhone].",
TemplateSMSAggPerAppt = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName].",
TemplateEmailSubjAggShared = "Appointment Confirmation",
TemplateEmailAggShared = "[Appts]\nClick [ConfirmURL] to confirm or call [OfficePhone].",
TemplateEmailAggPerAppt = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName].",
//SendOrder="0,1,2" //part of ctor
DoNotSendWithin = TimeSpan.FromDays(1).Add(TimeSpan.FromHours(10)),
});
case ApptReminderType.PatientPortalInvite:
if (isBeforeAppointment)
{
return(new ApptReminderRule()
{
ClinicNum = clinicNum,
TypeCur = ApptReminderType.PatientPortalInvite,
TSPrior = TimeSpan.FromDays(7),
TemplateEmail = @"[NameF],
In preparation for your upcoming dental appointment at [OfficeName], we invite you to log in to our Patient Portal. " + @"
There you can view your scheduled appointments, view your treatment plan, send a message to your provider, and view your account balance. " + @"
Visit [PatientPortalURL] and use this temporary user name and password to log in:
User name: [UserName]
Password: [Password]
If you have any questions, please give us a call at [OfficePhone], and we would be happy to answer any of your questions.",
TemplateEmailSubject = "Patient Portal Invitation",
TemplateEmailSubjAggShared = "Patient Portal Invitation",
TemplateEmailAggShared = @"[NameF],
In preparation for your upcoming dental appointments at [OfficeName], we invite you to log in to our Patient Portal. " + @"
There you can view your scheduled appointments, view your treatment plan, send a message to your provider, and view your account balance. " + @"
Visit [PatientPortalURL] and use these temporary user names and passwords to log in:
[Credentials]
If you have any questions, please give us a call at [OfficePhone], and we would be happy to answer any of your questions.",
TemplateEmailAggPerAppt = @"[NameF]
User name: [UserName]
Password: [Password]
",
SendOrder = "2" //Email only
});
}
else //Same day
{
return(new ApptReminderRule()
{
ClinicNum = clinicNum,
TypeCur = ApptReminderType.PatientPortalInvite,
TSPrior = new TimeSpan(-1, 0, 0), //Send 1 hour after the appointment
TemplateEmail = @"[NameF],
Thank you for coming in to visit [OfficeName] today. As a follow up to your appointment, we invite you to log in to our Patient Portal. " + @"
There you can view your scheduled appointments, view your treatment plan, send a message to your provider, and view your account balance. " + @"
Visit [PatientPortalURL] and use this temporary user name and password to log in:
User name: [UserName]
Password: [Password]
If you have any questions, please give us a call at [OfficePhone], and we would be happy to answer any of your questions.",
TemplateEmailSubject = "Patient Portal Invitation",
TemplateEmailSubjAggShared = "Patient Portal Invitation",
TemplateEmailAggShared = @"[NameF],
Thank you for coming in to visit [OfficeName] today. As a follow up to your appointment, we invite you to log in to our Patient Portal. " + @"
There you can view your scheduled appointments, view your treatment plan, send a message to your provider, and view your account balance. " + @"
Visit [PatientPortalURL] and use these temporary user names and passwords to log in:
[Credentials]
If you have any questions, please give us a call at [OfficePhone], and we would be happy to answer any of your questions.",
TemplateEmailAggPerAppt = @"[NameF]
User name: [UserName]
Password: [Password]
",
SendOrder = "2" //Email only
});
}
}
return(null);
}
///<summary>Determines if an ApptReminderType uses Short Codes for a clinic. True if either the clinic is configured to use Short Codes for this
///rule type, or the default clinic is configured to use Short Codes for this rule type. Short Codes are configured by HQ, whereas setting a
///clinic to use practice default rules is done by the user.</summary>
public static bool IsShortCode(ApptReminderType type, long clinicNum)
{
return(IsUsingShortCodesForType(type, clinicNum) || IsUsingShortCodesForType(type, 0));
}
public static ApptReminderRule CreateDefaultReminderRule(ApptReminderType ruleType, long clinicNum = 0, bool isBeforeAppointment = true)
{
ApptReminderRule rule = null;
switch (ruleType)
{
case ApptReminderType.Reminder:
rule = new ApptReminderRule()
{
ClinicNum = clinicNum, //works with practice too because _listClinics[0] is a spoofed "Practice/Defaults" clinic with ClinicNum=0
TypeCur = ApptReminderType.Reminder,
TSPrior = TimeSpan.FromHours(3),
TemplateSMS = "Appointment Reminder: [NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName]. If you have questions call [ClinicPhone].", //default message
TemplateEmail = @"[NameF],
Your appointment is scheduled for [ApptTime] on [ApptDate] at [OfficeName]. If you have questions, call <a href=""tel:[OfficePhone]"">[OfficePhone]</a>.",
TemplateEmailSubject = "Appointment Reminder", //default subject
TemplateSMSAggShared = "Appointment Reminder:\n[Appts]\nIf you have questions call [ClinicPhone].",
TemplateSMSAggPerAppt = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName].",
TemplateEmailSubjAggShared = "Appointment Reminder",
TemplateEmailAggShared = @"[Appts]
If you have questions, call <a href=""tel:[OfficePhone]"">[OfficePhone]</a>.",
TemplateEmailAggPerAppt = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName].",
//SendOrder="0,1,2" //part of ctor
};
break;
case ApptReminderType.ConfirmationFutureDay:
rule = new ApptReminderRule()
{
ClinicNum = clinicNum, //works with practice too because _listClinics[0] is a spoofed "Practice/Defaults" clinic with ClinicNum=0
TypeCur = ApptReminderType.ConfirmationFutureDay,
TSPrior = TimeSpan.FromDays(7),
TemplateSMS = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [OfficeName]. Reply [ConfirmCode] to confirm or call [OfficePhone].", //default message
TemplateEmail = @"[NameF],
Your appointment is scheduled for [ApptTime] on [ApptDate] at [OfficeName]. Click <a href=""[ConfirmURL]"">[ConfirmURL]</a> to confirm " +
@"or call <a href=""tel:[OfficePhone]"">[OfficePhone]</a>.",
TemplateEmailSubject = "Appointment Confirmation", //default subject
TemplateSMSAggShared = "[Appts]\nReply [ConfirmCode] to confirm or call [OfficePhone].",
TemplateSMSAggPerAppt = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName].",
TemplateEmailSubjAggShared = "Appointment Confirmation",
TemplateEmailAggShared = @"[Appts]
Click <a href=""[ConfirmURL]"">[ConfirmURL]</a> to confirm or call <a href=""tel:[OfficePhone]"">[OfficePhone]</a>.",
TemplateEmailAggPerAppt = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName].",
//SendOrder="0,1,2" //part of ctor
DoNotSendWithin = TimeSpan.FromDays(1).Add(TimeSpan.FromHours(10)),
TemplateAutoReply = "Thank you for confirming your appointment with [OfficeName]. We look forward to seeing you.",
TemplateAutoReplyAgg = "Thank you for confirming your appointments with [OfficeName]. We look forward to seeing you",
IsAutoReplyEnabled = true,
};
break;
case ApptReminderType.PatientPortalInvite:
if (isBeforeAppointment)
{
rule = new ApptReminderRule()
{
ClinicNum = clinicNum,
TypeCur = ApptReminderType.PatientPortalInvite,
TSPrior = TimeSpan.FromDays(7),
TemplateEmail = @"[NameF],
In preparation for your upcoming dental appointment at [OfficeName], we invite you to log in to our Patient Portal. " + @"
There you can view your scheduled appointments, view your treatment plan, send a message to your provider, and view your account balance. " + @"
Visit our <a href=""[PatientPortalURL]"">Patient Portal</a> and use this temporary user name and password to log in:
User name: [UserName]
Password: [Password]
If you have any questions, please give us a call at <a href=""tel:[OfficePhone]"">[OfficePhone]</a>, and we would be happy to answer any of your questions.",
TemplateEmailSubject = "Patient Portal Invitation",
TemplateEmailSubjAggShared = "Patient Portal Invitation",
TemplateEmailAggShared = @"[NameF],
In preparation for your upcoming dental appointments at [OfficeName], we invite you to log in to our Patient Portal. " + @"
There you can view your scheduled appointments, view your treatment plan, send a message to your provider, and view your account balance. " + @"
Visit our <a href=""[PatientPortalURL]"">Patient Portal</a> and use these temporary user names and passwords to log in:
[Credentials]
If you have any questions, please give us a call at <a href=""tel:[OfficePhone]"">[OfficePhone]</a>, and we would be happy to answer any of your questions.",
TemplateEmailAggPerAppt = @"[NameF]
User name: [UserName]
Password: [Password]
",
SendOrder = "2" //Email only
};
break;
}
else //Same day
{
rule = new ApptReminderRule()
{
ClinicNum = clinicNum,
TypeCur = ApptReminderType.PatientPortalInvite,
TSPrior = new TimeSpan(-1, 0, 0), //Send 1 hour after the appointment
TemplateEmail = @"[NameF],
Thank you for coming in to visit [OfficeName] today. As a follow up to your appointment, we invite you to log in to our Patient Portal. " + @"
There you can view your scheduled appointments, view your treatment plan, send a message to your provider, and view your account balance. " + @"
Visit <a href=""[PatientPortalURL]"">Patient Portal</a> and use this temporary user name and password to log in:
User name: [UserName]
Password: [Password]
If you have any questions, please give us a call at <a href=""tel:[OfficePhone]"">[OfficePhone]</a>, and we would be happy to answer any of your questions.",
TemplateEmailSubject = "Patient Portal Invitation",
TemplateEmailSubjAggShared = "Patient Portal Invitation",
TemplateEmailAggShared = @"[NameF],
Thank you for coming in to visit [OfficeName] today. As a follow up to your appointment, we invite you to log in to our Patient Portal. " + @"
There you can view your scheduled appointments, view your treatment plan, send a message to your provider, and view your account balance. " + @"
Visit <a href=""[PatientPortalURL]"">Patient Portal</a> and use these temporary user names and passwords to log in:
[Credentials]
If you have any questions, please give us a call at <a href=""tel:[OfficePhone]"">[OfficePhone]</a>, and we would be happy to answer any of your questions.",
TemplateEmailAggPerAppt = @"[NameF]
User name: [UserName]
Password: [Password]
",
SendOrder = "2" //Email only
};
break;
}
case ApptReminderType.ScheduleThankYou:
rule = new ApptReminderRule()
{
ClinicNum = clinicNum, //works with practice too because _listClinics[0] is a spoofed "Practice/Defaults" clinic with ClinicNum=0
TypeCur = ApptReminderType.ScheduleThankYou,
TSPrior = new TimeSpan(-1, 0, 0), //default to send thank you 1 hour after creating appointment.
TemplateSMS = "[NameF], thank you for scheduling with [OfficeName] on [ApptDate] at [ApptTime].", //default message
TemplateEmail = @"[NameF],
Thank you for scheduling your appointment with [OfficeName] on [ApptDate] at [ApptTime]. If you have questions, call <a href=""tel:[OfficePhone]"">[OfficePhone]</a>.",
TemplateEmailSubject = "Appointment Thank You", //default subject
TemplateSMSAggShared = "Thank you for scheduling these appointments: [Appts]",
TemplateSMSAggPerAppt = "[NameF] for [ApptTime] on [ApptDate] at [ClinicName]",
TemplateEmailSubjAggShared = "Appointment Thank You",
TemplateEmailAggShared = @"Thank you for scheduling these appointments: [Appts]
If you have questions, call <a href=""tel:[OfficePhone]"">[OfficePhone]</a>.",
TemplateEmailAggPerAppt = "[NameF] is scheduled for [ApptTime] on [ApptDate] at [ClinicName].",
//SendOrder="0,1,2" //part of ctor
DoNotSendWithin = new TimeSpan(2, 0, 0), //Do not send within 2 hours of appointment.AptDateTime.
};
break;
}
if (PrefC.GetBool(PrefName.EmailDisclaimerIsOn))
{
rule.TemplateEmail += "\r\n\r\n\r\n[EmailDisclaimer]";
rule.TemplateEmailAggShared += "\r\n\r\n\r\n[EmailDisclaimer]";
}
return(rule);
}
