Portals

Summary

This enhancement to Portals introduces a new Training Material tab that allows Portal Administrators to upload and manage teaching tool resource files (including image, html, and pdf files) that provide guidance to Portal Users on how to use the portals and complete their workflows.

From this tab, administrators can configure three sets of training materials:

·         A FAQ page used for general reference information. It can be organized either as a single entry or as individual questions that link to answer pages in HTML format.

·         A Quick Tutorial that can display a sequence of media assets (including images or HTML pages) in an inline container, similar to a Marketing Campaign.

·         An Image Viewer reference page, accessed via the Account tab, includes information and downloads for both the eRAD Web Viewer and eRAD Full Viewer.

Each of the three training materials sections may include a downloads section with a list of related files.

Portal users will be able to take advantage of these resources, if they are configured, to learn more about the functionality and options within the portal.

Background

In the Millinger version of the Provider Portal, marketers utilized the available Quick Tutorial and FAQ features and the ability to provide downloadable PDF documentation (such as user guides and reference sheets) when onboarding new providers and their staff to the portal.

To assist in successfully rolling out the eRAD Portals, comparable tools are needed to present any content that will be developed by customers and uploaded by administrators.

Feature Description

Administration

With this change, each Admin portal now includes a Training Material tab, accessible to users with the corresponding Portal.Referring.Admin.TrainingMaterial, Portal.Patient.Admin.TrainingMaterial, or Portal.UM.Admin.TrainingMaterial Access String permissions.

Each of the three training materials sections are populated by clicking New, adding one of four topic types, and optionally uploading related assets.

Note that a preview of the content is available via a new PREVIEW button.

FAQ and Image Viewer Topic Types

The FAQ and Image Viewer topic types can be created either as a single entry or multiple items can be created that will be listed individually.

The Description field may contain simple text or HTML that will be displayed to users:

Any uploaded images can be referenced from the description by enclosing the filename in curly braces. Images will be rendered as an image, other file types will be rendered as links:

Quick Tutorial Topic Type

The Quick Tutorial topic type is used to upload an HTML page to be presented as an individual slide as part of a slide show.

Files may be uploaded with the special names index, default, home, or welcome and the first instance found of this naming convention will be displayed. For the quick tutorial slide show page, users can also upload an additional html file named scroll, side, or sidebar.

Files may be uploaded individually or inside a zip file which will be extracted and displayed. Any image references in an html file should be based on a relative location (src=“welcome.jpg”).

Optionally, tutorials slides can be configured to automatically advance based on the new TutorialSlideTimer setting.

Document Download Topic Type

The Document Download topic type is used to add images, html, and pdf files that can be that downloaded from each of the three training materials sections.

When adding a document download, the Title text is displayed, not the filename, and the Section is where the files should appear:

For example, selecting eRAD Full Viewer will display the file on the right-hand side of the Image Viewer page:

Portal Users

Users may access training content from three locations (if content has been configured):

1.       Prior to logging in, a link to Quick Tutorial content is available on the login page:

2.       Once logged in, user will have access to the FAQ and Tutorial links at the top of the screen:

3.       Image Viewer pages are accessed via the Account tab:

Viewing Tutorial Slides

When viewing tutorials, users may navigate via back and next buttons that appear at the left and right of the slide when the cursor is hovered over them, or navigate directly to a desired slide via the multiple slide indicator buttons at the bottom of the slide:

Downloading Files

Files available for download may appear at the bottom of the Quick Tutorial and FAQ pages, and to the right of the Image Viewer reference page.

Known Limitations

The following items are all related to the Provider Admin - Training Material feature:

·         Bug #31072 - Previewing added training material will preview first one added

·         Bug #31080 - Adding new content for a type and title that already exists may update the current one.

·         Bug #31085 - Previewing type of ImageViewer will throw exception

·         Bug #31086 - Previewing training material and selecting Account will throw exception

·         Bug #31079 - Missing confirmation message on delete

·         Slush #31077 - Document Download option returns exception when attempting to view and no document IS attached

·         Slush #31074 - Create type of Document Download edit window is not correct

Configuration Instructions

System Administrators must complete the following actions to enable this feature and Service Team assistance is required for some actions:

RIS Client

Changes to RIS Access String Settings

·         Grant Portal Administrators access to Portal.Referring.Admin.TrainingMaterial, Portal.Patient.Admin.TrainingMaterial, and Portal.UM.Admin.TrainingMaterial permissions as necessary.

The following related settings were added or updated: