Help

How the interface is laid out#

The Whitelab administration interface manages patients, appointments, submissions, results, invoices and balances. Every page has three parts:

• Top menu: Search, Bookmarks, Settings, Help and Logout. Next to Logout you see which email address you are signed in with.
• Side menu: the search views (Patients, Appointments, Submissions…) or the commands of the open record (Save, Delete…). On a narrow screen the Menu button opens it.
• Work area: the result list or the open record.

The side menu shows only the views and commands your permissions allow. This help works the same way: you see only the topics that apply to you.

Records and their states#

Click a row of a result list to open its record. At the top of the side menu, Data browser takes you back to the list, and a label under it shows the record's state:

• New inputNot saved yet. The save button is called Create here.
• EditableA saved record you can change.
• ClosedA locked (submitted) or disabled record, read only.
• CancelledA cancelled appointment.

A record's tabs (such as Patient data, Invoice data) are at the top of the work area. The number on a tab says how many items belong to it.

A grey button that cannot be clicked means the command cannot run now: a required field is missing, the record's state does not allow it, or you do not have the permission.

Sessions and browser tabs#

A sign-in stays valid for a while. When it expires, the program takes you back to the login. If you are already signed in, opening the home address or login page takes you directly to the requested page; without a specific destination, it opens the patient quick search (/client/search/patient_simple).

Every list and record has an address of its own, shown in the browser's address bar. The browser's Back and Forward buttons step between the pages you opened (a list, a record, a tab of a record), a reload (F5) shows the same page again, and a record's address can be bookmarked or opened in a new browser tab. An address names the page only, not your sign-in: you can send it to a colleague, and it opens in their own sign-in if it is available to them. Without a sign-in, or after a logout, it leads to the login, and once you have signed in the program opens the page you asked for.

The browser tabs of one sign-in share one session: opening a page in a new tab moves the session there, so a page left open in another tab has to be reloaded before you continue in it. A browser holds one sign-in at a time: signing in again in another tab (as another user, say) makes the earlier tabs use the new sign-in from their next reload.

• “This page cannot be opened” means the address names a list or record that is not available to you, or no longer exists (such as a new record left unsaved). The program shows the page you were on instead.
• “This page has changed. Reload it before continuing.” means the same session was used in another browser tab meanwhile. Reload the page (F5) before you go on.
• “Your session is temporarily unavailable”: wait a few seconds, then reload the page.

Signing in with email and password#

1. Type your full email address (for example name@whitelab.hu) into Username. Nothing else works there.
2. Enter your password.
3. Click Login, or press Enter.

Before signing in you can already pick the language (Hungarian or English) and the theme (light or dark) on the login page, and open this help from there.

Two-factor authentication and passkeys#

When two-factor authentication is on for your account, the program asks for a 6-digit code from your authenticator app (such as Google or Microsoft Authenticator) after the password.

• Passkey: if you registered one, Use a passkey lets your device (fingerprint, face or PIN) confirm you instead of a code. Use a code instead takes you back to the code.
• Recovery code: without your phone at hand, type one of the recovery codes you received at setup. Each code works once.
• When an administrator requires two-factor authentication, the first sign-in asks you to set it up right away: scan the QR code, then enter the app's code.

Two-factor authentication and passkeys are managed under Settings; see the Settings topic.

When you cannot sign in#

• Check the exact email address and the password, and that Caps Lock is off.
• The 6-digit code changes every 30 seconds: always type the one shown now. If codes keep being refused, check that your phone's clock is right.
• If the verification has expired, start the login again.
• After several failed attempts in a short time, signing in pauses for a few minutes for security. Wait, then try again.

Theme, language and password#

Settings in the top menu personalises your own account. The settings apply only to you.

• Theme: light or dark.
• Language: Hungarian or English. The help opens in this language too.
• Change password: enter the new password twice, then click the button.

Turning on two-factor authentication#

1. Click Turn on two-factor.
2. With Show QR code, scan the code with your authenticator app, or type the Setup key into it.
3. Enter the 6-digit code the app shows, then click Activate.
4. Store the recovery codes shown in a safe place. You see them only once, and each works once.

• New recovery codes: a new set of codes; the old ones stop working.
• Turn off two-factor: switches it off. When an administrator requires it, it cannot be switched off; the state then reads “Active (required by an administrator)”.
• Cancel setup: drops a setup left half done.

Passkeys#

With a passkey your device (fingerprint, face or PIN) confirms you at login instead of a typed code. You can add one once the authenticator app is set up, so the code stays available when the device with the passkey is not at hand.

1. Under Passkeys, choose to add one.
2. Name the passkey (for example: work laptop), then follow the browser.
3. The list shows when each passkey was last used, and any of them can be deleted.

Search views#

Search in the top menu opens the search. Pick in the side menu what you are looking for. You see only the views your permissions allow:

Setting filters#

The search filters are in the bar above the list. Each filter is a row that is always editable; there is nothing to open or confirm. A row has:

• Field: what you filter on (such as Appointment date, Location, Patient name). It can be switched at the start of the row.
• Comparison: such as equals, not equals, more than, less than.
• Value: what you look for.
• The X button removes the row.

• Add filter: a new filter on a field no filter uses yet.
• Clear filters: removes every filter.
• Search: runs the search. Pressing Enter in any field runs it too.

Typed text matches part of a value and ignores letter case; != excludes matching text with the same case handling. Apostrophes, % and _ are literal characters. Patient names are searched as the full displayed name, so you can enter both the family name and given name. Appointment time supports all the offered comparisons, such as >= 09:30. The appointment document-number filter searches the patient's document number, while the submission link filter expects a whole database ID. Invalid numbers are left out of the query.

With no filter in the bar, the search lists every record. The bar folds up to one line that sums up its filters.

Dates and periods#

A date field takes a period instead of an operator: a first day (From) and a last day (To), both included. Either can be left empty, for example to search from a day on.

The quick picks set the usual periods in one click: Today, Yesterday, Tomorrow, This week, Last 7 days, This month, Last month.

Comparisons#

Type only numbers into a number field: a value that is not a number is marked red and left out of the search.

The result list#

The bar above the list shows the number of results, with the list's tools beside it:

• Columns: pick the columns you see, so you see only what you need.
• Total: the sums of the number columns over the results.
• Bookmark: saves the search with its filters.
• Help: this help.

• Click a column header to sort the list.
• Page through at the bottom of the list, and set how many rows a page shows.
• The filter box over the list narrows down the loaded results further.
• Click a row to open its record. Underlined values (such as the patient's name or the submission id in a result row) open the linked record directly.

Saving searches and records#

• Save a search: Bookmark on the result list saves the view together with its filters. Give it a telling name, such as “Today's appointments – Váci út”.
• Save a record: Bookmark in an open record's side menu adds that patient, appointment or submission to the bookmarks.
• Open: click it under Bookmarks in the top menu.
• Delete: with the row's delete button in the bookmark list.

Why is Save, or another button, grey?#

A button is grey when its command cannot run now: a required field is missing (such as the patient's address or mother's name), the record's state does not allow it (such as a locked submission), there are unsaved changes, or you do not have the permission. Go through the required fields and save your changes.

I cannot find a patient or a record#

• Search for a shorter part, such as the last name or part of the SSID.
• Check that no earlier filter (such as a period) is still set; use Clear filters if needed.
• You see the data of the institutes you have access to only.

“This page has changed. Reload it before continuing.”#

The same session was used in another tab meanwhile. Reload the page (F5). Saved data is not lost, but unsaved changes have to be made again.

Why do I not see a topic a colleague talks about?#

The help describes only the features you have permission for. If you need a feature for your work, ask your manager or the administrator for the permission. A help link stays valid for a day or two: when an older link opens, open the help again from the program's Help menu.