Manage pages

The PatientAccess CMS contains three system pages: a Landing page, a Logged In page, and a Logged Out page. Other pages are customized pages created from a template.

To add some custom fields, you'll need to add placeholders to the HTML in a customized template. For more information, see Insert/replace placeholder text in a customized template.

The following procedure shows you how to set up a new page and how to define fields that you want displayed on the page.

To add a page:

1. On the Pages tab, click the New button to open a new page.
2. In the Page Title box, enter a page title. For example, we'll enter New Page Example.
3. From the Template drop-down list, select a template. For example, we will use the Dental Institution template.
4. From the Parent drop-down list, do one of the following:

• If you want to position the page under a top-level (parent) heading, from the Parent drop-down list, select the parent.

For example, we will accept the default, so that the New Page example is displayed on the main navigation bar in PatientAccess.

• If you want the page to display as a top-level (parent) heading keep the default option.

5. In the Priority box, enter a priority number (positive number or decimal). For example, we will enter 1.5 so that this new page is displayed below the Home page (with ID of 1) and above Appointments.
6. Click the Login Required check box if you want patients to sign in to access this page. In our example, we will select the check box to require patients to sign in to access this page.
7. Click the Available in PatientAccess check box to display the page in PatientAccess.
8. Click the Available in FirstAccess check box to display the page in FirstAccess.

In the Content area, you can define the content field that you want to display on the page.

9. From the Content drop-down list, select the content and/or click the Edit button next to each Content field to enter content. For example, we will do the following:
   • Click the Left drop-down list, and select Login.
   • Click the Edit button next to the Main content area, and using the WYSIWYG editor, enter some text and an image.
10. Click the Save button to save this as a page in PatientAccess.
11. Click the Preview button to preview the new page.

The New Page Example below is displayed as a custom page in PatientAccess.

You define the styles and structure of a page by attaching a template to the page.

To define the structure and styles of a page:

1. On the Pages tab, select a page.
2. From the Template drop-down list, select a template.
3. Click the Save button.

When you delete a customized page, the page is removed from the PatientAccess web application.

To delete a page:

1. On the Pages tab, from the list on the left, select a page.
2. Click the Delete button.
3. Click OK.

You can hide pages, so that they no longer show in PatientAccess. For example, we'll hide the Insurance Policy Information page, so that it's no longer visible in PatientAccess.

To hide a page:

1. On the Pages tab, from the list on the left, select a page. For example, we'll select Insurance Policy Information.

2. Click the Available in PatientAccess check box to clear it.
3. Click the Save button.

On the list on the left, the Insurance Policy Information page heading has been struck through to indicate that it is no longer displaying in PatientAccess.

Now if you sign in to PatientAccess, the Insurance Policy Information page no longer displays as an option on the list on the left of the Personal Information page.

You can hide a page, so that when an authorized representative views the account of a patient that they represent, the page is hidden. You can use this setting to limit the information that authorized representatives have access to for the patients that they represent. This setting does not affect authorized representatives when viewing their own information.

To hide a page from authorized representatives:

1. On the Pages tab, click an active (available in PatientAccess) page.

In our example, we'll select the iForms page.

2. Click the Hidden from Authorized Representatives check box to select it.
3. Click the Save button.

Now, when authorized representatives access the account of a patient that they represent, the iForms tab will be hidden.

You can customize the content on a page via a WYSIWYG editor, or by directly editing the HTML. The WYSIWYG editor lets you edit and format a page as well as insert images.

Note: Edit buttons to the right of the fields indicate that you can customize the content.

To modify content on a page:

1. On the Pages tab, from the list on the left, select a page. For example, we'll select FAQ.
2. Click the Edit button to the right of a field that you want to modify. For example, we'll click the Edit button to the right of the Main field.

The page that you want to customize/edit is displayed in a WYSIWYG editor. This example shows the Frequently Asked Questions page.

3. In the Content area, type your content. For example, we've entered a new question and answer: Q: What do you do if you have forgotten your password? A: Go to the Login panel, and click Forgot Password.

4. Click the Save button when you have finished modifying your page.
5. Click the Close button.
6. Click the Preview button to view the changes.

The following example shows the Frequently Answered Questions page, with the new question and answer.

You can move pages, so that they display in a different order. Let's say the Personal Information tab is positioned after the iForms tab on the menu bar, and we want to reposition the Personal Information tab to display before iForms. We'll also reorder Upcoming Appointments and Appointment List. The page order is set in the Priority box.

To move or re-order pages:

1. On the Pages tab, select a page that you want to move/reorder. For example, we'll select Personal Information, which is currently set with a priority of 4. iForms is set with a priority of 3. We need to change the Personal Information page priority order above 3, so that it appears before iForms on the navigation menu.

2. In the Priority box, select the priority value, and enter a new priority value. For example, in the Priority box, enter 2.5.
3. Click the Save button to change the order of the pages.

We'll also change the Appointment List priority to 2.1 and Upcoming Appointments to priority 2.2, swapping the order of these pages, and then click the Save button.

4. Click the Preview button.

The following example shows the Personal Information tab before iForms, and the Appointment List is now displayed above Upcoming Appointment in the Appointments tab.

To rename a page:

1. On the Pages tab, from the list on the left, select a page. For example, we will rename the Ambulatory Summary title (under the Personal Information tab).

2. In the Page Title box, select the title, and type a new name. For example, we'll type Medical History Summary.
3. Click the Save button to update the title of the page.
4. Click the Preview button to preview the new page title.

In this example, the “Ambulatory Summary” title has been replaced with the title Medical History Summary in the list on the left.

You can make PatientAccess pages available in FirstAccess.

Note: You cannot show the "Change Password" or "Change Security Questions" pages in FirstAccess.

To make a PatientAccess page available in FirstAccess:

1. On the Pages tab, from the list on the left, select a page that you want to show in FirstAccess.

Note: The "Login Required", "Available in PatientAccess"and "Hidden from Authorized Representatives" check box settings for each page are ignored by FirstAccess.

2. Click the Available in FirstAccess check box to select it.

The Available in PatientAccess check box is selected only if the page needs to also show in PatientAccess.

3. Click the Save button.

Note: If the global setting "Enable PatientAccess" on the FirstAccess Administrators Interface page is set to "Yes", PatientAccess will load in FirstAccess.