About the CMS

The options in the Pages tab enable you to control the layout and accessibility of the pages in PatientAccess.

Fields	Field Description
Page ID	The ID automatically assigned to the page.
Page Title	The page title displays on the main navigation menu or on the left-navigation (sub) menu.
Template	The template being used to define the styles and the structure of the page.
Parent	The hierarchy of the page, for example, whether the page displays at the top (parent) level or at the sub (child) level on the left-navigation menu. There are only two hierarchical levels.
Priority	The order of pages, for example, pages are ordered incrementally using whole numbers (1,2, 3, 4 etc.) and decimals, such that the Home page is tagged with Priority 1 (first item on the main navigation menu) followed by Appointments, tagged with Priority 2 (second item on the main navigation menu).
Login Required	When the check box is selected, patients must sign in before they can view the page. Custom page headings in red text indicate that patients need to log in to access these pages. Patients do not require sign-in to access items in black text.
Available in PatientAccess	When the check box is selected, the page is displayed in PatientAccess. If the check box is not selected, the title of the page is struck-out in the left menu.
Available in FirstAccess	When the check box is selected, the page is displayed in FirstAccess.
Hidden from Authorized Representatives	When the check box is selected, the page is hidden from authorized representatives.
Header	The content that displays in the Header area of the page.
Banner	The content that displays in the Banner area of the page.
Left	The content that displays on the left of the page.
Main	The content that displays in the main content area of the page.
Footer	The content that displays in the footer of the page.
[Custom1]	This field indicates placeholder text that can be inserted into the code of a customized template. For instructions on inserting placeholders into code, see Manage templates.
[Custom2]	Placeholder text that can be inserted into the code of a customized template. For instructions on inserting placeholders into code, see Manage templates.
[Custom3]	Placeholder text that can be inserted into the code of a customized template. For instructions on inserting placeholders into code, see Manage templates.
[Custom 4]	Placeholder text that can be inserted into the code of a customized template. For instructions on inserting placeholders into code, see Manage templates.
[Custom 5]	Placeholder text that can be inserted into the code of a customized template. For instructions on inserting placeholders into code, see Manage templates.

What can you do in the Pages tab?

You can:

• Add a custom page
• Define the structure and styles of a page
• Delete a page
• Hide a page
• Move or reorder pages
• Rename a page
• Modify content on a page

You can control the behavior of logic elements with parameters, navigational controls, and labels/messages. The following defines each of these:

• Parameters are numeric values, typically values 0-2. For example, these parameters are used to show/hide fields/buttons or to make areas on a page editable/read-only.
• Navigation Controls are control or buttons; for example, OK, Close, Finished, Mark as Correct/Incorrect.
• Labels/Messages consist of text fields containing a word, a phrase, a clause or a question.

Hover over a tooltip to view the description of a field and its values.

This example tooltip indicates that the value for the setting represents the number of passwords patients can enter before they can use a previously used password. Therefore, if you enter a value of 0, there will be no restriction on a patient using an old password. The default is 3.

The Templates page contains the ExanDefault template and any additional custom templates that have been created. Each page has a template attached that defines its styles and structure. A template enables you to control the appearance and behavior of a page’s content.

On this page, you can:

• View the default template.
• Preview a template.
• Create a new template and enter your own HTML, CSS, and JavaScript.
• Create a copy of the default template that you can then customize.
• Delete a customized template.