Setting up document categories and statuses

Adding document categories

1. Navigate to the Setup menu
2. Click on Documents
3. Under Documents, select Categories
   
4. Click Create new at the bottom of the screen. The Create document category dialog box will appear. Enter a name for the document category and choose whether documents in that category should be displayed in the patient Audiology tab by default.
   
5. Click Create.

Editing or deactivating document categories

1. At Setup > Documents > Categories, double-click on the category you wish to edit.
2. The Edit document category dialog box will appear. In it, make the desired changes:
   1. Optionally, change the category's name.
   2. Optionally, change the category's active status.
   3. Optionally, change the category's Display in audiology by default status.
3. Click UPDATE.

Adding document statuses

1. Navigate to the Setup menu
2. Click on Documents
3. Under Documents, select Status
   
   

4. Click Create new at the bottom of the screen.

   
5. Click Create.

Editing document statuses

1. Navigate to the Documents section of the Setup menu.
2. Select Status.
3. Highlight the status that will be edited
4. Select Edit details at the bottom of the screen.
5. The Edit Document Status box will appear.
   
   1. Optionally, change the color by selecting Choose color.
      
   2. Then, click Ok.
6. Click Update.

Searching by document status

1. In the Tools drop-down menu, select Search documents.
   
2. A Search documents tab will open. In it, select a document status from the Status menu and click SEARCH.