Setting up document categories and statuses
Owned by Olivia Burger (Unlicensed)
Adding document categories
- Navigate to the Setup menu
- Click on Documents
- Under Documents, select Categories
- Click Create new at the bottom of the screen. The Create document category dialog box will appear. Enter a name for the document category and choose whether documents in that category should be displayed in the patient Audiology tab by default.
- Click Create.
Editing or deactivating document categories
- At Setup > Documents > Categories, double-click on the category you wish to edit.
- The Edit document category dialog box will appear. In it, make the desired changes:
- Optionally, change the category's name.
- Optionally, change the category's active status.
- Optionally, change the category's Display in audiology by default status.
- Click UPDATE.
Adding document statuses
- Navigate to the Setup menu
- Click on Documents
- Under Documents, select Status
Click Create new at the bottom of the screen.
- Click Create.
Editing document statuses
- Navigate to the Documents section of the Setup menu.
- Select Status.
- Highlight the status that will be edited
- Select Edit details at the bottom of the screen.
- The Edit Document Status box will appear.
- Optionally, change the color by selecting Choose color.
- Then, click Ok.
- Optionally, change the color by selecting Choose color.
- Click Update.
Searching by document status
- In the Tools drop-down menu, select Search documents.
- A Search documents tab will open. In it, select a document status from the Status menu and click SEARCH.
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