Documentation/help_files/transactions_dashboard_help.php

   1 <?php
   2 /**
   3  * Transactions Dashboard Help.
   4  *
   5  * @package   OpenEMR
   6  * @link      http://www.open-emr.org
   7  * @author Ranganath Pathak <pathak@scrs1.org>
   8  * @copyright Copyright (c) 2018 Ranganath Pathak <pathak@scrs1.org>
   9  * @license   https://github.com/openemr/openemr/blob/master/LICENSE GNU General Public License 3
  10  */
  11
  12 use OpenEMR\Core\Header;
  13
  14 require_once("../../interface/globals.php");
  15 ?>
  16 <!DOCTYPE HTML>
  17 <html>
  18     <head>
  19     <?php Header::setupHeader();?>
  20     <title><?php echo xlt("Patient Transactions Help");?></title>
  21     </head>
  22     <body>
  23         <div class="container oe-help-container">
  24             <div>
  25                 <center><h2><a name='entire_doc'><?php echo xlt("Patient Transactions Help");?></a></h2></center>
  26             </div>
  27             <div class= "row">
  28                 <div class="col-sm-12">
  29                     <p><?php echo xlt("Transactions are for events or information not necessarily tied to one specific visit or encounter");?>.
  30
  31                     <p><?php echo xlt("Most activities in relation to a patient are based on an encounter");?>.
  32
  33                     <p><?php echo xlt("Transactions provides a mechanism to link an activity to patient that is not encounter based");?>.
  34
  35                     <p><?php echo xlt("Upon entering the page there are two buttons visible below the navigation bar");?>.
  36                     <ul>
  37                         <li><?php echo xlt("Create New Transaction"); ?> <button type="button" class="btn btn-default btn-sm btn-add oe-no-float"><?php echo xlt("Create New Transaction"); ?></button></li>
  38                         <li><?php echo xlt("View/Print Blank Referral Form - that can be filled by hand"); ?>  <button type="button" class="btn btn-default btn-sm btn-print oe-no-float"><?php echo xlt("View/Print Blank Referral Form"); ?></button></li>
  39                     </ul>
  40
  41                     <p><?php echo xlt("Below this is a table that contains the existing transactions, if any, pertaining to the current patient");?>.
  42
  43                     <p><?php echo xlt("There are three sets of actions that can be performed on this page, in addition the form can be customized");?>.
  44
  45                     <ul>
  46                         <li><a href="#section1"><?php echo xlt("Create New Transaction");?></a></li>
  47                         <li><a href="#section2"><?php echo xlt("Interact with created transactions");?></a></li>
  48                         <li><a href="#section3"><?php echo xlt("View/Print Blank Referral Form");?></a></li>
  49                         <li><a href="#section4"><?php echo xlt("Customize the Transaction Form");?></a></li>
  50                     </ul>
  51                 </div>
  52             </div>
  53             <div class= "row" id="section1">
  54                 <div class="col-sm-12">
  55                     <h4 class="oe-help-heading"><?php echo xlt("Create New Transaction"); ?><a href="#"><i class="fa fa-arrow-circle-up oe-pull-away oe-help-redirect" aria-hidden="true"></i></a></h4>
  56                     <p><?php echo xlt("Click on Create New Transaction to open the Add/Edit Patient Transaction page");?>.
  57
  58                     <p><?php echo xlt("This is where the referrals and various other simple transactions are created");?>.
  59
  60                     <p><?php echo xlt("Use the help file on that page for further help");?>.
  61                 </div>
  62             </div>
  63             <div class= "row" id="section2">
  64                 <div class="col-sm-12">
  65                     <h4 class="oe-help-heading"><?php echo xlt("Interact with created transactions"); ?><a href="#"><i class="fa fa-arrow-circle-up oe-pull-away oe-help-redirect" aria-hidden="true"></i></a></h4>
  66                     <p><?php echo xlt("All Transactions for the patient will appear on the Transactions page in descending order of its date of creation");?>.
  67
  68                     <p><?php echo xlt("Each Transaction is listed on a separate line");?>.
  69
  70                     <p><?php echo xlt("Depending on the level of access you can View/Edit the Transaction");?>.
  71
  72                     <p><i class="fa fa-exclamation-circle oe-text-orange"  aria-hidden="true"></i> <?php echo xlt("Those with adequate privilege would be able to able to Delete the transaction");?>.
  73
  74                     <p><?php echo xlt("These two actions are available for all transactions");?>.
  75
  76                     <p><?php echo xlt("A Referral has an additional action - to print the referral or save it as a pdf file");?>.
  77                 </div>
  78             </div>
  79             <div class= "row" id="section3">
  80                 <div class="col-sm-12">
  81                     <h4 class="oe-help-heading"><?php echo xlt("View/Print Blank Referral Form"); ?><a href="#"><i class="fa fa-arrow-circle-up oe-pull-away oe-help-redirect" aria-hidden="true"></i></a></h4>
  82                     <p><?php echo xlt("In addition to creating a Referral the system also allows you to print a blank referral form that can be manually filled to generate a Referral");?>.
  83
  84                     <p><?php echo xlt("This method will however result in the data becoming non-structured and one would loose the ability to document the reply in an electronic format");?>.
  85                 </div>
  86             </div>
  87             <div class= "row" id="section4">
  88                 <div class="col-sm-12">
  89                     <h4 class="oe-help-heading"><?php echo xlt("Customize the Transaction Form"); ?><a href="#"><i class="fa fa-arrow-circle-up oe-pull-away oe-help-redirect" aria-hidden="true"></i></a></h4>
  90                     <p><?php echo xlt("The default form can be customized by editing it in Administration > Layouts");?>.
  91
  92                     <p><i class="fa fa-exclamation-triangle oe-text-red"  aria-hidden="true"></i> <strong><?php echo xlt("You will need Administrator privileges to edit this form");?>.</strong>
  93
  94                     <p><?php echo xlt("There are 3 forms in the Core category - Demographics, Facility Specific User Information and History and all 5 forms in Transactions that can be edited ");?>.
  95
  96                     <p><?php echo xlt("More information on how to edit this form and other such forms can be found here");?>. &nbsp; <a href="https://www.open-emr.org/wiki/index.php/LBV_Forms" rel="noopener" target="_blank"><i class="fa fa-external-link text-primary" aria-hidden="true" data-original-title="" title=""></i></a>&nbsp;
  97                     <a href="https://www.open-emr.org/wiki/index.php/Sample_Layout_Based_Visit_Form" rel="noopener" target="_blank"><i class="fa fa-external-link text-primary" aria-hidden="true" data-original-title="" title=""></i></a>
  98                 </div>
  99             </div>
 100         </div><!--end of container div-->
 101
 102     </body>
 103 </html>