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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 Templates page is the procedure templates library. Users can browse, preview, filter, and instantiate pre-built procedure templates. It is located at route /gr/procedures/templates.

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Overview

The page is rendered by ProcedureTemplatesPage. It loads templates via useProcedureTemplateList with category and keyword filters via a sidebar ProcedureTemplateFilters. Templates are displayed as cards in ProcedureTemplateGrid. Actions per template: Preview (opens ProcedureTemplatePreviewDialog) and Use/Instantiate (opens ProcedureTemplateInstantiateDialog to create a new procedure). The route is protected by gr.procedure_templates.view.

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Who it’s for

Requires permission: gr.procedure_templates.view

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Before you start

  • Your account must have gr.procedure_templates.view.
  • Templates are contributed from approved procedures (see Procedure Details) or created by template administrators with gr.procedure_templates.manage.

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Steps

  1. Go to Governance & Compliance → Procedures → Templates at /gr/procedures/templates.
  2. Use the sidebar filters to narrow by category or keyword.
  3. Select a template card to preview its workflow and details.
  4. Select Use (or instantiate) to create a new procedure pre-filled from the template.
  5. Complete the instantiation dialog and confirm to create the procedure.

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Key concepts

ConceptDescription
TemplateA reusable procedure structure with pre-defined steps and metadata
InstantiateCreating a new procedure record from a template via ProcedureTemplateInstantiateDialog
ContributeUsers with gr.procedure_templates.contribute can save approved procedures as templates
gr.procedure_templates.manageRequired to create or manage templates directly

Governance & Compliance

Governance & Compliance core overview.

Governance & parity

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/gr.tsx
  • src/cores/gr/pages/ProcedureTemplatesPage.tsx
  • src/cores/gr/hooks/useProcedureTemplateList.ts
  • src/platform/permissions/constants.ts