Document template categories

Estimated reading: 2 minutes

Use document categories to organize your document templates for medical notes and correspondence.

Before you start

  • Security access to Document Template Category List, Document Template Category Setup, Document Template List and Document Template Setup dialogs.

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

  1. Lists > Documents > Template Categories
  2. Click New.
  3. Enter a description up to 30 alphanumerical characters/spaces.
  4. Click OK.

Updating a category

  1. Lists > Documents > Template Categories
  2. Click Update.
  3. Modify the description and/or select a different status.
  4. Click Yes or No on the confirmation window if changing the status.
  5. Click OK.

Deleting a category

  1. Lists > Documents > Templates
  2. Click Delete.
  3. Click Yes or No on the confirmation window.

Assigning a category to a document

  1. Lists > Documents > Templates
  2. Search for and select the document in the Document Template List window and click Update.
  3. Click Edit Properties.
  4. Select the appropriate category from the Category drop-down list.
  5. Click OK to close Template Properties.
  6. 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

Inactivating categories

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