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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Order Templates screen is the admin page for managing lab order panels and template sets, accessible at /cl/settings/order-templates.

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Overview

The page fetches all order templates via useAllOrderTemplates and displays them in a searchable table. Each row shows template_name (with optional description), template_type (badged), item count (from order_items array length), and an Active toggle. The “New Template” button (gated to cl.order_templates.manage) opens OrderTemplateFormDialog. Row actions include “Edit” (opens the dialog pre-filled) and “Delete” (calls deleteTemplate mutation immediately, no confirmation dialog). The active toggle calls updateTemplate with is_active flipped.

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Who it’s for

Requires permission: cl.order_templates.manage

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Before you start

  • You must hold cl.order_templates.manage to access this page (required for both read and write operations per the route guard).
  • Deleting a template is immediate and does not prompt for confirmation.

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Steps

1

Navigate to Order Templates

Go to /cl/settings/order-templates. All templates for your organization load.
2

Search templates

Use the search input to filter by template_name.
3

Create a new template

Click “New Template.” The OrderTemplateFormDialog opens with empty fields.
4

Edit a template

Click “Edit” on any row. The OrderTemplateFormDialog opens pre-filled with that template’s data.
5

Toggle a template active or inactive

Use the Active switch on any row. The switch is disabled while the updateTemplate mutation is pending.
6

Delete a template

Click “Delete” on a row. The template is deleted immediately (no confirmation prompt).

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Key concepts

When no templates match the search (or none exist): “No order templates found” / “Create one to streamline lab ordering.”
The “Items” column reflects the length of the order_items JSONB array cast to OrderTemplateItem[]. The contents of individual items are not displayed in the list view.

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/OrderTemplateManagementPage.tsx
  • src/cores/cl/hooks/useAllOrderTemplates.ts
  • src/cores/cl/hooks/useOrderTemplateMutations.ts