physicians using cms medical website.jpgIf you elect to have us setup access to your website content, welcome to the world of Content Management!

Our CMS allows you to create changes to the existing content of the site  using a very friendly editor. Depending on the level of Front End Access granted, the user can add, delete or edit content on existing pages, and some user levels can create new content and publish it to the website.

We'll explore the features of each level of Front End Access in the sections below. No matter which level you are granted, you can always have us make site updates if you don't have time or just don't feel comfortable with certain areas.

 

Front End User

practice manager using cms medical website.pngAll website editing is done right on the same pages you see in your browser, using a standard editor. You can add images and tables to site pages and create links from text or images.

There is a structure of user levels for the Front End that allows you to retain control over what your staff is doing to the website, if you choose to give them access.

Front End User levels:

Author - Authors can create and edit their own articles, but they are not published to the site unless approved by a Publisher.

Editor - Editors can edit any content on the site, but they are not published to the site unless approved by a Publisher

Publisher - Publishers may edit any content on the site and publish new content.

If you elect to allow staff members to edit site pages, we can set them up as Authors or Editors, and you'll be able to approve their content before it's published once we set you up with Publisher status (or you can have us just make them all Publishers if you choose).

Logging In

If you elect to have Front End Access granted to anyone in your practice, we'll create a user account for that person, assigning the level you specify. The user will then receive an a-mail from the system giving them their username and password – which we can change or turn off at your request.

We'll add a link to your Home Page titled "Staff Log-in" (or anything else you'd prefer). Once the link is clicked, you'll be taken to the log-in page:

log in form

Options are available here to assist users who have forgotten their username or password, if desired.

Once you've successfully logged-in, you'll be taken to the site's home page and can begin editing.

Using the Editor

After log-in, you’ll see the Edit icon  edit  or Edit3.5 at the top of every article on every page (users with Editor status will only see it on articles they created). Newer versions of the CMS will see Edit this article at the bottom of each article.

Clicking on this icon or Edit link will open up the editing view for that article:

editing page

Front End Users should limit their changes to the area within the Editor section, and not change anything in the Publishing section at the bottom half of the screen.

Editing Text

You may add, delete or change any text on the page. Once you’ve completed the desired text changes, click the Save button at the top right corner of the Editor section and your changes will be saved (click Cancel if you wish to return to the original page). You can then see the updated page – click the Edit icon again if you wish to make additional changes.


editor header

Most of the functions in the Editor are very similar to those found in any typical text editor. We’ll take a look at some of the functions you may not be familiar with (a complete description of each function can be found here):

FontsFont Selectare determined by the template and website structure - please do not change

Font SizeFont Sizeis determined by the template and website structure - please do not change

Font StylesStylesare determined by the template and website structure - please do not change

Format StylesFormat Styleare where you can indicate headlines and subheads. Select the desired line of text and use Heading 1 for the major headline, Heading 2 for the next most important and so on. The entire line needs to be selected, not just certain words or phrases in a line.

Copy, Cut , PasteClipboardare standard buttons, with the addition of the Paste as Plain Text option. Whenever you want to paste text into an article, select this option first, paste the text there and then Insert. You’ll avoid many formatting issues caused by imported tags.

Bulleted and Numbered ListsBullet listNumbered listcan be applied to full lines of text. Use the IndentIndentfunction to increase the indent level on selected lines

TablesTablesmay be inserted if you have some experience in their structure. We’ll be happy to add and configure a table if you’d prefer.

Insert/Edit ImageImage Manageris where you can add images to your article. Please see Adding Images for details.

Insert/Edit LinkInsert Linkcreates hyperlinks from selected text. Please see Creating Links for details.

SpellcheckSpellcheckerwill check the spelling on the article text when clicked.

Edit CodeEdit Codewill allow access to the HTML code for the article. Please do not edit this unles you have significant experience with HTML coding.

Adding Images

If you wish to add an image to an existing page, place your cursor at the point you’d like the image to appear. If you want the image to be inserted to the left or right of existing text place the cursor at the beginning of the line. If you want the image to be on a line by itself, place your cursor at the desired location and use the Enter key to create a new line, then cursor up into that new line.

Once the location has been selected, click the Image key shown at the bottom of the Editor window:

image button

The Image File screen will be displayed:

image frame1

The folders that were created when your website was designed will be shown. Double-click on the desired folder to open it and you'll see the images already stored there:

image frame2

Adding New Images

When preparing an image to add to the page, there are a few things to consider:

  • The image should be the final size that it will be on the page. Do not scale the image up or down after it’s been placed.
  • The image must be in a “saved for web” format, either in .jpg .gif or .png format, with a file size no larger than 50k.
  • Images that are not yours (obtained from other sources) must not be under copyright. If they are, you must have permission and must add a note attributing the image to the copyright holder.

At the bottom of the Image File frame is the Upload area. Click on the Browse button to navigate to the location where you’ve stored the desired image. Click on the image file and then click Open. Go back the the Image File frame and click Start Upload.

The image will now appear in the Image File frame – click on the image and then click the Insert button at the top right. The image will now show up in the page where your cursor was located.

If you wanted the image to appear on a line of its own, all you need to do is position it left, right or centered (it’ll be placed on the left side by default). To adjust the positioning, click on the placed image and then the Justify Center or Justify Right iconsjustify iconsin the editor toolbar.

If you wish the image to be positioned in the text block (with text wrapping around it), click on the image and then click the Insert/Edit Image buttonimgmanagerin the toolbar. The Image Manager frame will open:

image manager

To place the image within the text block on the left side, select Left in the Alignment drop-down. In the Margin fields, deselect Equal Values and then enter a value of 10 in the Right field. The click Update at the bottom of the Image Manager frame and your image should be in the correct position. To place the image at the right side, simply select Right and enter 10 into the Left field.

To delete an image that’s already been placed, just select the image and click the Delete key on your keyboard.