Display of Documents
You System Administrator can set the Display Options for how documents are organised within the Patient > Documents screen.
Note: The display of documents is limited to 100 records per page.
A document can have one of four statuses:
- Reported
- Follow Up
- Complete
- Deleted
They can configure Document Types to categorise scanned/imported documents. e.g. Referral Letter, New Patient Form, etc. Below are the options for displaying documents, contact your system administrator for more details.
Display Option | Pick List Options | Effect/Description | Recommended Setting |
|---|---|---|---|
Document Group By | By Status | Documents are listed under four tabs, once for each of the statuses above. So all Reported documents are listed under one tab, all Complete documents under another tab, etc. | By Status and Type |
By Type | Documents are listed under collapsible "folders" - only document types that have been selected are listed. This allows you to group like documents together e.g. all Referral Letters appear together. | ||
By Status and Type | Documents are grouped by document type e.g. Referral Letter and separated under tabs into the four statuses above. So, all Referral Letters with a status of Reported appear grouped together under the Reported tab. | ||
Document Show Location | TRUE / FALSE | Choose whether the Location appears on the Patient > Documents screen.
| If you only have one location set this to FALSE. |
Document Show Provider | TRUE / FALSE | Choose whether the Provider appears on the Patient > Documents screen. | If you only have one provider set this to FALSE. |
