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60 lines
5.0 KiB
60 lines
5.0 KiB
2 years ago
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<?php
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/**
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* import_template.php
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*
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* @package OpenEMR
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* @link https://www.open-emr.org
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* @author Jerry Padgett <sjpadgett@gmail.com>
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* @copyright Copyright (c) 2021 Jerry Padgett <sjpadgett@gmail.com>
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* @license https://github.com/openemr/openemr/blob/master/LICENSE GNU General Public License 3
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*/
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?>
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<div id='help-panel' class='container-fluid border-0 my-2 collapse'>
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<div class='card'>
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<div class='card-block bg-light px-2 resizable'>
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<div class='card-title'><h5><?php echo xlt('In General'); ?></h5></div>
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<div class='card-text px-1'>
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<ul>
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<li><?php echo xlt('The Scope toolbar is global to the entire view. It consists of Location, Category and action buttons.') . " <i class='fa fa-sync'></i> " .
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xlt('button to clear Location selections, "Send" button to send templates to patient(s) or profiles') . " <i class='fa fa-search'></i><i class='fa fa-sync'></i>" . ' ' .
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xlt('to search Location and Category current selections or refresh views. By selecting location and or category, all the tables in the form will reflect those selection.'); ?></li>
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<li><?php echo xlt('Additionally, to the right is a toggle to select if you want to use the pop out window or dialog editor. The window allows having multiple editors open at the same time where the dialog is more appropriate for making quick edits'); ?></li>
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<li><?php echo xlt('Best practice is to select Location(s) then a Category for the location then click the appropriate action button.'); ?></li>
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<li><?php echo xlt('There are three main template views. The first is the Repository where you store templates for future edits and disposal. '); ?><?php echo xlt('Second is the All Patients. This View shows all current templates that are default to all patients. '); ?><?php echo xlt('Lastly is the view to show templates assigned to patients.'); ?></li>
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<li><?php echo xlt('Concerning the General category. After being assigned to an active view, the General template will always appear as a base template in portal Pending documents i.e no category and as Default in the dashboard view.'); ?></li>
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<li><?php echo xlt('Once a template is uploaded, you may change the category at anytime from the repository view.'); ?></li>
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</ul>
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</div>
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</div>
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<div class='card-block bg-light px-2'>
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<div class='card-title'><h5><?php echo xlt('Template Uploads'); ?></h5></div>
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<div class='card-text px-1'>
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<ul>
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<li><?php echo xlt('To upload local text or html templates click the Upload button in Template Repository title to expose the file select button. Next select a Category from Scope bar if wanted then click files select button to show the file browser. You may select as many files to upload within reason'); ?>
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<?php echo xlt('Eventually file name becomes a Pending document selection in Portal Documents.'); ?><br />
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<em><?php echo xlt('For example: Privacy_Agreement.txt becomes "Privacy Agreement" button in Patient Documents.'); ?></em></li>
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<li><?php echo xlt('Templates are automatically uploaded to the Template Repository. All actions on template disposal such as sending templates based on what locations are selected from the Scope bar or selecting Profiles to activate in portal, will be carried out here.'); ?></li>
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<!--<li><?php /*echo xlt(''); */ ?></li>
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<li><?php /*echo xlt(''); */ ?></li>
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<li><?php /*echo xlt(''); */ ?></li>-->
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</ul>
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</div>
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</div>
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<div class='card-block bg-light px-2'>
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<div class='card-title'><h5><?php echo xlt('Sending Templates or Profiles'); ?></h5></div>
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<div class='card-text px-1'>
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<ul>
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<li><?php echo xlt('To send template or available profiles to patient(s), simply select the patient(s) from the Location select then select the templates to be sent from the repository send check box.'); ?></li>
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<li><?php echo xlt('Profiles that have patient groups assigned to them are handled differently than those that do not. The latter is sent from the Scope toolbar to selected Location where the former shows an Update button to make the group profiles active for portal.'); ?></li>
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<li><?php echo xlt('Once a template or available profile have been selected the Send button will show in the Scope toolbar. Click it to perform the action. A confirmation popup will then show on success or an error message otherwise.'); ?></li>
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</ul>
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</div>
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</div>
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<button type='button' data-toggle='collapse' data-target='#help-panel' class='btn btn-sm btn-secondary'><?php echo xlt('Dismiss'); ?></button>
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</div>
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<br />
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</div>
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