I have recently redone the portal templating system
The first major change is I’ve removed managing the templates from the file system which are all now managed in a table.
This has made it much easier to move and edit the templates .
Several new features include the ability to send one or more templates to one or more patients from the repository as well as change the category for installed templates. Another new feature is the ability to upload a PDF and attach it to a template similar to LBF. The PDF Is maintained similar to a template within the template management system. The primary purpose of this feature is to allow users to send a PDF to the patient so they can read and acknowledge they have read the PDF and then sign.
This new release allows the user to upload more than one template at a time to one or more locations.
Another important change is that I’ve added the ability to pop up the editor in a window as well as the dialog currently installed. This is so a user can edit more than one template at a time and also gives more editing space.
For template management, I’ve added a new UI table specifically for a repository of templates and gave patients their own UI table for any template sent specifically for an individual patient. With a third table dedicated to templates sent to all patients.
I’m probably forgetting some stuff but my purpose here is I’m seeking anyone that may wish to test this new feature. The current plan is to create a separate upgrade and install for V6. Testing, for now, you’ll be required to reupload your templates from current locations.
Pdf in portal:
Here are some shots of the new editors that feature drag & drop template directives. New dialog:
And window pop outs for multi template edits:
Restyle default Insurance
And the Template UI
For those that like this sort of thing, here’s the PR
Other portal references: