The document edit page offers the ability to change nearly all aspects of your patient document. You can provide a new Name (an internally used description of your guide) and Title (an optional value you can provide that will appear to the user at the top of the guide). The Thank You Message is the copy that will appear to the user after they complete the document. You can edit the content and make formatting changes by using the editing toolbar icons to do things like bolding text, increasing or decreasing font sizes, etc.
At the top of the page are the document Settings. Here you can define general information about the overall document. Depending on the type of document you’re creating, some of these settings may not be relevant to you. For example, if you are creating a single page of content only, things like previous/next button text, show progress bar, etc. are not applicable. You can simply ignore these settings as they won’t impact your document. You can update these settings any time and use the Preview button to quickly see how changes impact your document.
In the Document Content, you’ll find each “page” of your document. For educational materials that you’ll have patients walking through via smartphone or tablet, we recommend the document be broken up into numerous smaller steps (pages). This will help ensure the information is easier for patients to process, will limit required scrolling, and allows the ability to capture their agreement and understanding to the content on each page when they click the button to advance. As soon as you create a multi-page document, the navigation buttons setting becomes relevant and you can change settings as needed to align with your content.
Page 1 is the first thing a user will see when they view a document. It is typically a brief introduction as to the purpose of the document, generally with copy, but you can make changes to this as needed. If you’re creating a simple, one-page document only, this page will contain all of your content. If you’re creating a multi-step document, the pages that follow can include the additional details you want to communicate.
For every page, three options are available:
- Drag to Reorder – In the upper left of each Page panel is a menu icon. Click and hold down to drag that Page to change its place in the page order
- Clone – Use the clone button to duplicate a page. This will make a copy of that page, directly beneath, that you can edit as needed
- Delete – If you have accidentally duplicated a page, or find that you no longer need a page, use the delete button to remove it. This cannot be undone so please ensure you use this feature carefully
Depending on the type of page, you have additional options specific to the page type. Bulleted List pages have a tile and you can add and sort bullets, HTML pages have the ability to enter text and format using the tool strip.
If you are creating a multi-page document, you can edit the Thank You Page and the user will see that after completing all steps. You can add an Email Capture page which will insert a page where the user can input their email address and receive a copy of the document. Enabling the Signature Page will add a page where the user can sign on a touchscreen-enabled device, and the signature will be stored for review in Patient History. PLEASE NOTE: In order for the signature to be stored, as well as the date/time a patient clicks buttons, the page must be included in the Index so that an MRN can be input to associate the data to a specific patient.