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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.

Export Templates is the admin page at /settings/exports/templates where authorized users create, edit, and delete named export templates stored in pf_export_templates. Each template captures an export type, column configuration, and an optional platform-wide flag.

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Overview

The Export Templates page lists all templates available to the current organization. Each row shows the template name, export type, and whether it is marked as a platform-wide template. Users with the pf.export_templates.manage permission can create new templates, edit existing ones, and delete templates they no longer need. Alternate routes: none identified.

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Who it’s for

Requires permission pf.export_templates.manage.

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Before you start

  • Confirm you hold the pf.export_templates.manage permission in your role.
  • Identify the export type and column set you want to standardize.

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Steps

  1. Navigate to Settings → Exports → Templates (/settings/exports/templates).
  2. Review the existing template list. The Platform badge indicates a template shared across the organization.
  3. To create a new template, click the Add button. Fill in the name, select the export type, and configure columns in the dialog.
  4. To edit an existing template, click the edit icon on its row.
  5. To delete a template, click the delete icon and confirm the action.

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Key concepts

Export type — a string identifier (e.g., clients, encounters) that scopes which data object the template applies to. Confirm active values with an SME. Platform-wide — when enabled, the template is flagged as platform-wide (visible to all users in the org). Scope semantics should be confirmed with an SME.

Platform Foundation

Platform Foundation 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/platform.tsx
  • src/platform/export/pages/ExportTemplatesPage.tsx
  • src/platform/export/hooks/useExportTemplates.ts