I’ve reworked the portal documents workflow to be easier to use and added a canned help/instruction template. The new Help.tpl is available as a global or per patient help and is used in the same way normal templates are used except, there is no disposal action available.
What this means is that one can markup the help and brand to their needs. Also possible to send individualized help to individual patients that may explain particular forms or form category(coming soon, categories of forms).
The patient document home page will now always show the new help. This is the default version for production:
Note that all pending/required documents now are in a sidebar. Also by default, document history is hidden and managed by the new History button in form edit actions bar.
Anyway, I think this change is much cleaner and more user friendly. Feedback is encouraged while i’m poking around this feature.
Some changes to Dashboard Audit will include rejecting changes with comments to patient, soft delete of audits/documents and maybe a goldstar popup alert to brighten the users day!
Just to add that patients can fill and sign forms from front desk or exam from demographics Documents.
One could bring up the document template on a tablet then hand to patient.
I believe I found a bug in the patient portal, rather in the system, or maybe just in my system.
If I am in patient A’s chart, then I go to “Portal Audits”, and click on patient B’s document, the system never changes to patient B. See image below:
You can edit template categories by first going to the list editor (from the main menu: Administration/ Forms/ Lists) and locate the ‘Document Template Categories’ list.
Add your new category. By default the list consists of ‘Repository’.
Then to assign your new template to the desired category, go to ‘Patient Document Template Maintenance’ (main menu: Miscellaneous/ Portal Dashboard, under ‘Templates’ click on ‘Manage Templates’.
In section, ‘Active Templates’ select the category you want to assign the template to. This is also where you would set the patient it was being uploaded for, if not for general use.
@sjpadgett - speaking of the new templating functions, I see an editor in there that pops up when the template is clicked on but I don’t see how to initiate a new template with it. Is the recommended method to locally create an empty .tpl file then upload it and open it in the editor?
I was able to move the templated simply by creating the directory in the openemr>documents>sites>default>documents>onsite_portal_documents>templates>“category_id”
then moving the “template_name”.tpl file to the corresponding category_id directory
Yes, I know what you mean, via the UI. I am not sure. Not that I saw, but I tend to overlook things.
So, in this particular situation, OpenEMR is assuming a new setup. What if the user wants to change the category of a template? That is another thing that eventually will need to be addressed.
But we already do very similar things in the patient documents section. Perhaps templates can be managed similarly, but without the hash signature part.
Re: changing a template’s category, I’m hoping SJP will look in here in the near future and enlighten us! The best I can guess is to download it, re-upload it to the new category then delete the original. But that’s such an inelegant solution…
As far as doing similar things in the Patient Documents, I haven’t seen that the templates put in ‘General’ category go into the pt’s ‘Documents’ section in their EMR dashboard; am looking in the patient’s portal account for a ‘Patient Documents’ section to see if it’s there.
Yes, it is a way to categorize the portal-patient-documents. For example, I will set up a package of new patient forms, place it under the category “new” and then tell the patient to go to the portal, complete the demographics and complete all the documents under the new category. That is of course, after I generate the patient chart. I do that, by using fname, lname, gender, dob and email. The patient enters everything else.
Then at some point, I will tell the patient to renew consents and the like by going to the portal documents and complete documents again under the yearly category.
I’ll try to remember to put up what will be patch 3 with latest portal changes on this thread for you guys.
Too tired now.
General category is a hard coded category and is just the root to all categories i.e same as before cats and holds the legacy templates and don’t show as general in portal.
Repository is coded in code to be ignored and is a place you can store templates you are working or are used occasionally. If you want to move a template best way would be to select category and upload from the sites template directory where they reside i.e. sites/default/documents/onsite_portal_documents/templates then the category sub directory etc. Or maintain on your system.
The editor is there to do quick changes and is not meant to develop templates though you can but easier to use a good text editor or ensure the template is saved as a non formatted txt file if using word etc. and upload where you want it.
I probably missed questions but tired and I’ll review thread tomorrow.
I just remembered I created a portal patch so here is the latest:
