This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
This screen allows you to set the display options for how documents are organised within the Patient > Documents screen and see the existing Document Types set up.
Note: Each page is limited to 100 records.
Display Options
The Display Options for Documents are as follows:
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 four statuses . 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 ReferralLetters 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. |
A document can have one of four statuses:
- Reported
- Follow Up
- Complete
- Deleted
Document Types
This screen also displays the Document Types which have been set up. You can configure Document Types to categorise scanned/imported documents. e.g. Referral Letter, New Patient Form, etc.
The following elements are displayed:
- Name
- Description
- Enable (Y/N)
- Colour
- Update at (date)
To review the Document Types:
- Select Show button.
- This will display the Document Types information and the Import Directories.
