Document template categories
Use document categories to organize your document templates for medical notes and correspondence.
Before you start
Security
- Document Template Category List
- Document Template Category Setup
- Document Template List
- Document Template Setup
Important!
- Review the existing template category list before creating additional categories to avoid duplicates or overlaps.
- All templates assigned to a deleted category will have a category of None.
Adding a category
Navigate to Lists > Documents > Template Categories.
- Click New.
- Enter a description up to 30 alphanumerical characters/spaces.
- Click OK.
Updating a category
Navigate to Lists > Documents > Template Categories.
- Click Update.
- Modify the description and/or select a different status.
- Click Yes or No on the confirmation window if changing the status.
- Click OK.
Deleting a category
Navigate to Lists > Documents > Template Categories.
- Click on the document template category that you want to delete.
- Click Delete.
- Click Yes or No on the confirmation window.
Assigning a category to a document
Navigate to Lists > Documents > Templates.
- Search for and select the document in the Document Template List window and click Update.
- Click Edit Properties.
- Select the appropriate category from the Category drop-down list.
- Click OK to close Template Properties.
- Click OK to save your changes and return to the document template list.
Note: Documents can also be assigned to categories by selecting Edit Properties when creating a new document or updating one from Lists > Templates.
Additional Information
General
- A category filter is available on both the Document Template List and Start New Document windows. Only active document template categories display in the Category drop down.
- Categories display in alphabetical order. To have a specific category display at top of the list, add a preceding space.
- Classic medical notes are automatically assigned to the *Classic medical notes category and cannot be moved to a different category. The category itself cannot be deleted or have its description modified but can be inactivated.
Inactivating categories
- Inactivating a category will also inactivate all assigned document templates. Reactivating the category will reactivate the assigned templates.
- Inactivating or deleting the rVetLink Referral category will not impact rVetLink medical note functionality.
