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HLS Blueprint Release Docs

This repo will be used to store documents that pertain to HLS Blueprints. This will be continually updated as more documents arise.

HLS team provides the latest version of installers for blueprint via docker hub.


Prerequisites

Clear Cached Images/File in Chrome

!!! Always do this before every (re-)install to ensure removal of old images/files.
  • Goto Settings of Chrome
  • Click 'Privacy and security' on left pan
  • Click 'Clear browsing data'
  • Select 'Cached images and files' and click 'Clear data' button

Docker Desktop

docker system prune --force

Flex for Provider (F4P) Blueprint

F4P Provision a New Flex Account

  • Create ❗NEW ❗ Twilio account for Flex per Set up your Twilio flex instance. ❗❗❗DO NOT INSTALL TO EXISTING FLEX ACCOUNT WITH OTHER PLUG-INS❗❗❗

    • Assign account name: hls-flex-provider (or some variation of)
    • Verify MFA
    • Wait until complete ...
  • Launch the Flex console and choose 'Login in with Twilio' and then make yourself 'Available'. You ❗❗❗MUST❗❗❗ do this step to properly create a flex worker using your twilio user.

  • Also, go to the Admin section of Flex console and manually add the following to Skills. You ❗❗❗MUST❗❗❗ do this manually. Make sure spelling is correct!

    • Scheduling
    • Education
  • Upgrade this trial account to regular account via Monkey (you can do this a bit later before you run the demo)

  • Note the ACCOUNT_SID & AUTH_TOKEN of newly created account from the Twilio console

  • In your terminal, execute the following, substituting your Twilio account sid & auth token

export TWILIO_ACCOUNT_SID=your-flex-twilio-account-sid
export TWILIO_AUTH_TOKEN=your-flex-twilio-auth-token

Keep the terminal open as you will use it throughout the installation. Just copy-n-paste the commands below as is and monitor the terminal output for any error messages.

F4P Install Telehealth

  • Start installer and wait 1 minute to start up (watch the terminal output)
docker run --pull=always --name hls-telehealth-installer --rm --publish 3000:3000 \
--env ACCOUNT_SID=${TWILIO_ACCOUNT_SID} --env AUTH_TOKEN=${TWILIO_AUTH_TOKEN} \
--interactive --tty twiliohls/hls-telehealth-installer
  • Open installer url below in chrome
http://localhost:3000/installer/index.html
  • Deploy using installer UI entering required information and watch the terminal output

  • Once installation is complete, close the installer via either

    • stop button hls-telehealth-installer in Docker desktop; or
    • control-C in your terminal
  • Log into Flex account and navigate to 'Functions & Assets' and 'telehealth' service. And, note the hostname at the bottom just above the 'Deploy All' button. This will be your telehealth hostname use later below.

Common Errors

  • When pressing the deploy button for the Telehealth installer, it will occassionally fail to deploy some assets.
    • To fix this, just click redeploy until the deployment process successfully finishes. You may need to do this a handful of times.

F4P Install Flex Plugin

!!! You can ONLY deploy on a new Flex UI 2.0 Account as you cannot upgrade from 1.3 to 2.0
  • Start installer
docker run --pull=always --name hls-flex4p-installer --rm --publish 3000:3000 \
--env ACCOUNT_SID=${TWILIO_ACCOUNT_SID} --env AUTH_TOKEN=${TWILIO_AUTH_TOKEN} \
--interactive --tty twiliohls/hls-flex4p-installer
  • Open installer url below in chrome
http://localhost:3000/installer/index.html
  • Deploy using installer UI entering required information and watch the terminal output

    • for TELEHEALTH_HOSTNAME use telehealth hostname from above
    • for OPENEMR_NGROK_HOSTNAME set to ehr.cloudcityhealthcare.com
  • Once installation is complete, close the installer via either

    • stop button hls-flex4p-installer in Docker desktop; or
    • control-C in your terminal

Common Errors for Flex Plugin Install

  • Re-installing will produce the latest version of the plugin

[Optional] Enable Inbound and Outbound Calling + 3 Way External Warm Transfers

To enable any sort of calling in Flex you will need to enable the dialpad for Flex so you'll need to:

  • Login to your Flex Twilio account
  • navigate to Flex -> Manage -> Voice on the left-hand panel
  • Under "Flex Dialpad":
    • Flip on Enable Dialpad
    • Caller Id should be your Flex Phone Number (usually 1 phone number if it's a new account)
    • Change Task Queue to "Schedulers"
    • Task Router Workflow: "Intake by Schedulers"
    • Country: "United States of America"

Next, to enable 3 Way External Warm Transfers (3 way calling), you can send a message to a Twilio Team member and they will be able to turn on that feature flag for your Flex Account. Once enabled, You are allowed to call in a 3rd person into the call (for our use case it will be a Spanish Interpreter).

F4P Install OwlHealth Website

  • Remove previous docker image
docker image rm twiliohls/hls-website-installer
  • Start installer and wait 1 minute to start up (watch the terminal output)
docker run --pull=always --name hls-website-installer --rm --publish 3000:3000  \
--env ACCOUNT_SID=${TWILIO_ACCOUNT_SID} --env AUTH_TOKEN=${TWILIO_AUTH_TOKEN} \
--interactive --tty twiliohls/hls-website-installer
  • Open installer url below in chrome
http://localhost:3000/installer/index.html
  • Deploy using installer UI entering required information and watch the terminal output

  • Once installation is complete, close the installer via either

    • stop button hls-website-installer in Docker desktop; or
    • control-C in your terminal
  • Note the URL for the hls-website service in the Twilio console.

  • website URL is http://your-hls-website-hostname/

F4P Launch Flex Blueprint

  • To launch Flex, you MUST launch chrome via command to overcome iframe restrictions of the browser
open -na Google\ Chrome --args --user-data-dir=/tmp/temporary-chrome-profile-dir --disable-web-security --disable-site-isolation-trials
  • Open http://your-hls-website-hostname/index.html in chrome substituting your-hls-website-hostname from above.

F4P Unistall Blueprint

  • OpenEMR
    • run the installer and click 'Remove...' button in the installer page; or
    • from your docker desktop manually delete the stack or containers individually
  • Telehealth
    • remove the Serverless service telehealth via Twilio console
  • Flex Plugin
    • Cannot be removed
  • OwlHealth Website
    • remove the Serverless service hls-website via Twilio console

F4P [Optional] Get SMS Translation on your Flex Instance via LionBridge Translations

This is an optional step and is not required to get things working.

  • Set the language we want text to be translated to
    • Launch Flex and click on the controls button on the left Panel
    • Click on Skills and under "Add New Skill" add the following Languages depending on prefered language to translate to:
      • English: add "lanuage*en-us"
      • Spanish: add "language*es-xl
      • Brazilian Portuguese: add "language*pt-br"
      • Add Skill
  • Now assign the language skill to Agents:
    • In the Agent Tab, 3rd down on the left panel of the Flex Instance:
      • Click on an agent
      • On the right there will be the Agent's skills listed
      • Click the "Add skill" Dropdown and pick the prefered language to translate to
      • Click the Blue Plus button to the right of it and make sure it is checked on
      • NOTE: Only have 1 language chosen at a time
      • Hit save and you're good to go.
      • Select Skill
  • Enable the Lionbridge plugin
    • Go to the Flex admin dashboard and select Plugins
    • Select the "Lionbridge Language Cloud" plugin
    • Select plugin
    • Select the "enabled" radiobutton
    • Select version either version 1.0.0 or 1.0.1 from the dropdown.
    • Select "Save"
    • Enable plugin
    • You will be prompted to type in a release name and description. Enter "InitialRelease" as the name and "Initial release" as the description.
  • Now incoming SMS will be translated by Lionbridge.

Developer Notes

Blueprint Git Repos

github repo notes
https://github.com/twilio/hls-frontline-pharma Frontline for Pharma
https://github.com/bochoi-twlo/hls-website Website with flex webchat client
https://github.com/twilio/hls-telehealth Either deployed as part of flex or stand-alone
https://github.com/twilio/hls-flex-provider Flex plugin for Flex4Provider
https://github.com/bochoi-twlo/hls-ehr OpenEMR/Mirth stack for Flex4Provider & PAM
https://github.com/twilio/hls-outreach-sms/tree/docker-installer Outreach SMS
https://github.com/twilio/hls-patient-appointment-management Patient Appointment Management /w OpenEMR integration

F4P Install OpenEMR

  • Remove previous docker image
docker image rm twiliohls/hls-ehr-installer
  • Start installer and wait 1 minute to start up (watch the terminal output)
docker run --pull=always --name hls-ehr-installer --rm --publish 3000:3000  \
--volume /var/run/docker.sock:/var/run/docker.sock \
--env ACCOUNT_SID=${TWILIO_ACCOUNT_SID} --env AUTH_TOKEN=${TWILIO_AUTH_TOKEN} \
--interactive --tty twiliohls/hls-ehr-installer
  • Open installer url below in chrome
http://localhost:3000/installer/index.html
  • If you wish to reinstall, you must first remove existing installation by either

    • Clicking on the 'Remove...' button at the bottom or
    • Manually delete the hls-ehr docker stack via the docker desktop. If you are unable to delete the stack, you can delete it's container one-by-one
  • Deploy using installer UI entering required information and watch the terminal output

  • Once installation is complete, close the installer via either

    • stop button hls-ehr-installer in Docker desktop; or
    • control-C in your terminal

ngrok

When you accept a task in Flex, the name of the customer in the chat is queried in OpenEMR in order to obtain patient data and displayed in the information pane. Thus, OpenEMR must be installed locally on your laptop. ngrok is also required, as it allows the plugin to communicate over the internet into the OpenEMR instance running on your local machine.

ngrok authtoken your-ngrok-auth-token
  • Go to Cloud Edge → Domains
    • Click '+ New Domain' button
    • Add a domain name of your choosing. (e.g., ssepac.ngrok.io using your twilio login)
    • Note this ngrok domain name for later use

If your ngrok version is not 3.3 or higher, run the following to update

brew reinstall --cask ngrok

and then upgrade your ngrok configuration too by

ngrok config upgrade --relocate

Note location of configuration file (ngrok.yml) will be ~/Library/Application Support/ngrok/ngrok.yml as you'll need to edit this later.

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