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.
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.
Adding document statuses
Navigate to the Setup menu
Click on Documents
Under Documents, select Status
Click Create new at the bottom of the screen.
Editing document statuses
Navigate to the Documents section of the Setup menu.
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.
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.