Dashboard Context Manager Module for OpenEMR

A comprehensive module for managing patient dashboard widget visibility based on care contexts such as Primary Care, Outpatient, Emergency, Specialty, and more.

Features

• Multiple Care Contexts: Pre-configured contexts for Primary Care, Outpatient, Inpatient, Emergency, Specialty, Telehealth, Behavioral Health, Pediatric, and Geriatric care settings
• User-Level Customization: Users can switch contexts and customize which widgets appear on their dashboard
• Admin Management: Administrators can create custom contexts, assign contexts to users, and set role-based defaults
• Context Locking: Admins can lock users to specific contexts when needed
• Bulk Operations: Assign contexts to multiple users at once
• Role Defaults: Set default contexts for different user roles (Physician, Nurse, Front Office, etc.)
• Facility Defaults: Configure default contexts per facility
• Audit Logging: Track all context changes for compliance
• Import/Export: Share context configurations between installations

Installation

1. Download or clone this module to:

   Copy

   [openemr]/interface/modules/custom_modules/oe-module-dashboard-context/
   

2. Navigate to Admin > System > Modules in OpenEMR

3. Find "Dashboard Context Manager" and click Install

4. After installation, click Enable to activate the module

Usage

For Users

1. On the patient dashboard, you'll see a "Dashboard Context" widget
2. Select your desired context from the dropdown
3. Click the gear icon to customize which widgets appear for that context
4. Create custom contexts for your specific workflow needs

For Administrators

1. Navigate to Admin > Dashboard Contexts
2. Contexts Tab: Create, edit, and delete custom contexts
3. User Assignments Tab: Assign contexts to specific users, with optional locking
4. Role Defaults Tab: Set default contexts for user roles
5. Statistics Tab: View usage statistics across contexts
6. Audit Log Tab: Review context change history

Available Contexts

Context	Description
Primary Care	Full view with all standard primary care widgets
Outpatient	Optimized for outpatient clinic visits
Inpatient	Essential widgets for hospital admissions
Emergency	Minimal, critical-only widgets for ED
Specialty	Focused view for specialty consultations
Telehealth	Virtual visit optimized widgets
Behavioral Health	Mental health focused configuration
Pediatric	Child-specific widgets and immunizations
Geriatric	Elderly care with preferences and care planning

Widget Control

The following widgets can be controlled per context:

• Demographics
• Insurance
• Billing
• Care Team
• Care Experience Preferences
• Treatment Preferences
• Allergies
• Medical Problems
• Medications
• Prescriptions
• Immunizations
• Messages
• Patient Reminders
• Disclosures
• Amendments
• Lab Results
• Vitals
• Clinical Reminders
• Appointments
• Recalls
• Tracks
• Portal

Global Settings

Setting	Description	Default
dashboard_context_enabled	Enable/disable the module	Yes
dashboard_context_user_can_switch	Allow users to switch contexts	Yes
dashboard_context_show_widget	Show context selector on dashboard	Yes

Database Tables

• user_dashboard_context - User preferences
• dashboard_context_definitions - Custom context definitions
• dashboard_widget_order - Widget ordering
• dashboard_context_assignments - Admin assignments
• dashboard_context_role_defaults - Role-based defaults
• dashboard_context_facility_defaults - Facility defaults
• dashboard_context_audit_log - Audit trail

API

The module provides AJAX endpoints for integration:

• /public/ajax.php - User operations
• /public/admin_ajax.php - Admin operations

Requirements

• OpenEMR 7.0.0 or higher
• PHP 8.1 or higher

License

GNU General Public License 3

Author

Jerry Padgett [email protected]

Support

For issues and feature requests, please use the OpenEMR GitHub repository.