You can also review the video here.
Document Categories, also known as Document Types are a way to assign documents/faxes to patient charts. This allows for easy filtering of locating certain documents within the patient clinical chart.
Here is a link to a video going over Document Categories: Managing Document Categories
This list can be managed under the Administration panel by going to Administration > System Management > Document Categories:
The Document Categories is broken down into 2 sections for Documents and eDocs.
Demographic Document Categories:
This sections is regarding the Document Types available when assigning documents and faxes within the Inbox:
This is the same list available if uploading documents to a chart from the eChart or Master Record:
Provider Document Categories:
This section is only for the eDocs tab available from the main schedule page along the Green tool bar:
This area allows a clinic to store handouts to be provided to patients as required.
Alternately, it is also an area that you can upload private documents that only the provider uploading can view.
After selecting if the document uploading is for Private or Public, will the Document Types be available for assigning.
Adding New Document Categories:
To add new options a provider will need to navigate to Administration > System Management > Document Categories. From here there is option Add New available:
Next, you would need to select if you're adding it to the Demographic or Provider list. The name of the Document Type can be entered and Submit to save.
Updating A Document Category Status:
Document Categories have a status assigned to them of either:
A: Active
I: Inactive
Please be aware, the Document Type cannot be edited to correct a spelling typo, or to change from lower case letters to upper case letters. If you wish to make this type of adjustment, the previous one would need to be set to Inactive, and then Add New.
The Update Status button is available beside the Add New button:
Next, the Document Type would be selected from the drop down menu for either Demographic or Provider, and then select the Status from the drop down as well and Update to save changes.
Please contact Support if you have any questions, help@oscarprodesk.ca