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In this video, I walk you through the process of managing document categories within the administration panel. I cover how to access both demographic and provider document categories, and explain how to add new categories or update existing ones. It's important to note that you can change the status of document types to active or inactive. Please make sure to follow the steps carefully, as this will help streamline our document management process.
0:00 Hi there. In today's video, we're going to be going over how to manage your document categories. The
document categories can be managed under your administration panel.
0:14 So we're going to go into administration along the top. We're going to choose system management on the left,
and then we're going to go into document categories, your second option.
0:28 Your document categories are grouped in two different areas. You'll have demographic document categories
and then provider document categories.
0:40 The document categories are also known as your document types that can be used to assign your faxes and
documents. The demographic document categories, the first option here, this list pertains to the options available
from within your inbox.
1:00 So if I click on the asterisk here, and open up a document, the demographic document categories is the list
that's available from here, your document types, from within your inbox.
1:17 That list is also available should Would you be interested? in entering and adding in any documents from the
patient's master record with your add documents option here, that list will be the same that's available in this inbox.
1:32 area. The provider document categories, however, is going to be the option that is available for you under eDoc.
When we click on the eDoc link up along the top, if we choose to add document, you will then have the provider
options for your document category.
1:54 Your eDocs is an area that's generally used to store handouts to be printed off for patients when needed. You
do have an option to store and save private documents as well as public documents.
2:12 But in order to create any new document categories or edit any of your existing ones, It's all going to be done
under that, again, Administration, System Management, and Document Categories.
2:27 So there is no edit option, should you have entered anything in with a typo, or if something is in lowercase and
you wish for it to be in uppercase.
2:37 You have the option of, at the bottom here to add new or update status in order to make something active or
inactive.
2:46 By clicking on the update status option, it'll load a new window for you. From here, you're able to choose
whether or not this is going to be from your demographic document types and select which one you wish to update
the status for, or if it is going to be from your provider document types.
3:06 To the right, you'll have your status dropdown with the options of active or inactive. If I wanted to make, for
instance, ultrasound inactive, I'm able to select that and select my status beside that as inactive and update.
3:23 That'll close that window for you, and you'll see here now that ultrasound now has an eye beside it, making it
inactive.
3:30 If we wish to add any new document categories, we're going to click on the add new button. That'll open up the
new window for us, where we're able to indicate whether or not we were adding something to the demographic
document list or if we are adding something to the provider document list.
3:48 From here, you're able to mark off which list you wish to add it to, and then enter in the name of the document
type that you are adding and click submit.
3:59 Once added, you will now see that in your list available for you. That would be concluding today's video on how
to manage your document categories.
4:10 You can check out our Help Portal for additional articles and videos. Thanks!