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Detail Template

  • In detail template properties, a checkbox for “Medical History” is present.  When checked, the detail template will be marked as a medical history note and it will synchronize all Clinical Note responses.
  • In a detail template when changing the sequence of the tabs, upon saving, the new tab sequence will remain.
  • When a detail template has been deleted, the patient access on existing detail notes will be revoked and a warning will display “Warning, deleting this template will revoke patient access to __ clinical note(s) named “____________”.  Are you sure you want to delete this detail template?”
  • When a detail template has been renamed, the user has the option to automatically rename or synchronize existing clinical notes to match.  A message displays ‘There are __ clinical note(s) named “_________”.  Do you want to rename them to “_________”?  Yes/No’
    • If the user chooses ‘Yes’, then existing clinical notes will be renamed and the user will be warned ‘Warning, renaming this template will revoke patient access to __ clinical note(s) named “_________”.  OK/Cancel’.  Clicking ‘OK’ will revoke the patient access on existing clinical notes.
  • In a detail template, a tab from another detail template can be added by clicking Edit\Add tab from detail template, then choosing the tab to add.
  • In the date and timestamp field properties, the ‘Allowed Range’ was removed.
  • In a detail template, multiple fields can be selected by dragging the mouse to form a rectangle on the items to be selected.  
    • Deselecting the items occurs when the mouse is clicked on the background of the tab.
  • When multiple items have been selected the user can move selected items to a new position by right-clicking on a selected item and choosing Move.
    • Move the mouse to reposition selected items, then left-click to complete the move.
    • A user can use the arrow keys to move selected items left, right, up and down.
    • User can drop the selected items they are moving by pressing the Enter key.
    • User can cancel moving selected items by pressing the Esc key.
  • In multi-select mode, the user can implement design changes with the following menus:
    • Resize to Same Height
    • Resize to Same Width
    • Align Controls to the Left Side
    • Align Controls to the Right Side
    • Align Controls to the Top Side
    • Align Controls to the Bottom Side
    • Align Controls to Evenly Space Horizontally (changes the selected items horizontal positions so that the white space between the controls are the same).
    • Align Controls to Evenly Space Vertically (changes the selected items vertical positions so that the white space between the controls are the same).

NOTE: For all menus above, the height, width, or side user is aligning to the item user right-clicked to bring up the menu.

  • When in multi-select mode, the Show/Hide Name toggles all selected items based on the item right-clicked to bring up the menu.
  • The Office Use Only will toggle all selected items based on the item right-clicked.
  • When multiple items are selected, the right-click menu gives the user the option to Delete all selected items.
  • Radio group controls will need extra space between the border and controls placed either next to, or above / below the radio group. This allows enough space to display correctly in all mediums (details, paper form or web form).
  • DAISY Detail screen now displays signature, signer and signed date.
  • Signature controls in DAISY Detail screen are required to have a unique name compared to other signature controls on the same tab.
    • Whenever a signature detail item name (i.e. "New Signature" caption) duplicates the name of another signature on the same tab, it will automatically have an integer appended to the end of it to make it unique.
    • Whenever a signature control is moved from one tab to another tab causing a duplicate name, the signature control being moved will automatically be renamed to make it unique.

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