The document manager has received enhancements in the following areas:
To give you more flexibility in grouping and sorting documents, the document tree has been reorganized:
Document types have been replaced by document categories. The software includes several categories, and you can also create categories of your own. Category folders display in the tree based on the order you specify.
Document labels have been changed to always contain the document description, the acquisition date, and the acquisition time. The description assigned to automatically archived documents has also been made more useful.
Several sorting and grouping options have been created to make the structure of the document tree more meaningful. In addition, you can customize the way documents are saved and organized.
The document manager now includes the following grouping options:
Group By Category—You can now group documents by category, using predefined categories as well as categories you have added. Documents that are automatically archived (letters, billing statements, HIPAA acknowledgements, and so on) are automatically assigned a category. Documents that you scan or import are organized in categories that you create.
Group By Date Acquired—You can now group documents by the date documents are created, enabling you to see every image or document that is saved for a patient on a specific date. All images and documents created on the same day are placed in the same date folder, followed by the document category folder.
You can now sort documents within a category using the following options:
Sort By Date Acquired—This option enables you to sort images or documents within a category by the date on which the documents or images are created. Documents are now sorted by date in descending order. The creation date and time, followed by the document description, are displayed for each document.
Sort By Description—This option enables you to sort images or documents within a category alphabetically by description. The document description, followed by creation date and time, are displayed for each document.
See Organizing Documents in the Document Tree for more information.
A Customize Document Categories option has been added to the System Settings menu (System > Customize Document Categories) and opens the Customize Document Categories window. This window enables you to add and edit categories, as well as change the order in which the categories display in the document manager.
See Customizing Document Categories for more information.
A Change Category menu item has been added to the Options section of the document manager Express bar and to the context menu that is displayed when you right-click on a document or image in the document tree. Clicking or selecting Change Category opens the Change Category window, which enables you to assign a different category to the document or image.
See Changing a Document Category for more information.
Documents and images within a category are automatically assigned icons to help you identify the type of information the image or document contains. Icon types include: KDI images, portraits, STV-IntraOral images, third-party x-rays, PowerPoint presentations, MedVisor images, and documents.
See Document Tree Icons for more information.
The Documents add window has received enhancements in the following areas:
New Category field and category description—The Category field defaults to a category based on where you accessed the document manager. For example, if you access the document manager from the Patient list window and capture a new document, the Category field in the Documents add window defaults to the Misc Patient Documents category. You can accept the default, or click the drop-down arrow to select a category from the list.
The Type field has been renamed Record Type and moved below the Selection section, under the Additional References heading.
See Adding New Documents for more information.
After you capture a new document and return to the document manager window, the new document is automatically selected in the document tree, to aid you in locating the document.