Session Documents

Learn how to change settings for a single portal at Portal: Session Documents.

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This setting applies to all portals within the organization. Configuring this setting for a particular portal will override the organization-wide value.

The following instructions provide a step-by-step guide on how to configure this setting.

Navigate to Organization Settings

Open Site Manager

To edit this setting, the logged-in user account must have an administrator role.

Right-click the AGNES Connect icon in the system tray and select Site Manager.

Click the ’≡’ icon in the top left of the home screen, and select Organization from the navigation bar. If the option is not available, ensure the logged in user account has the administrator role.

Select Session Documents Settings

Click the section labeled Session Documents.

Enable or disable drag and drop

When enabled, users can drag documents into the browser to add them to a session

Enabled by default.

PDF Report name

A PDF report name can be dynamically generated using various variables, such as location, patient ID, or custom text. The resulting name will be applied as the filename for the created report.

Example configuration:


        {{timestamp}}-{{portal.name}}-{{organization.name}}-PatientID-{{patient.id}}.pdf

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Resulting filename:


        12-Sep-2024-North-One-ACME-PatientId-117.pdf

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All variable values come from session data.

Variable	Description
`{{timestamp}}`	The date the PDF document is created.
`{{patient.firstName}}`	The first name of the patient
`{{patient.lastName}}`	The last name of the patient
`{{patient.middleInitial}}`	The patient’s middle initial
`{{patient.patientId}}`	The patient’s id. Consult your EMR for documentation
`{{patient.birthDate}}`	The patient’s date of birth
`{{patient.sex}}`	The patient’s sex
`{{patient.externalId}}`	The patient’s external id
`{{patient.extra}}`	Additional data that client has associated with patient
`{{patientName}}`	The patient’s full name
`{{organization.id}}`	The organization’s id. Example id: 04209a33-5b64-4fa5-9b86-5128bfac7ff2
`{{organization.name}}`	The name of the organization hosting the session
`{{portal.id}}`	The id of the portal which the session takes place in
`{{portal.name}}`	The name of the portal in which the session takes place
`{{portal.session_id}}`	The id of the portal in which the session takes place. Example id: 833e8537-e69f-4e76-8774-57208cf612bf

PDF Cover page

When a PDF report is created, the cover page shows the date and any enabled patient demographic information. The page can also be customized with extra options.

Cover page title

The title shown on the first page of the report, displayed above the patient demographic information.

Toggle cover page logo display

Enabling this option adds the organization’s logo to the cover page. For details on setting up a logo, refer to Add a logo.

Cover page logo height and width

The height and width of the organization’s logo on the cover page can be sized in pixels.

PDF Document pages

Each document in the report will be displayed as a page with a customizable header, footer, and body. Adjustments can be made as needed.

Document title

Each document page in the report can include a logo, title, and two subtitles, all displayed at the top of the page beneath the logo. The logo will be the organization’s logo, with adjustable height and width in pixels. If both width and height are set to 0, the logo will not be displayed.

Document Logo Dimensions

The document logo displays the organization’s logo, with adjustable height and width in pixels. If both dimensions are set to 0, the logo will not be shown.

Header title

The header will display a timestamp, along with the patient’s first and last name, middle initial, and patient ID, if available. A custom title can also be added to appear on each page.