Documentation Tab: Folder types

This document covers setting the document folder available in the documentation tab, and the default document type. Select the correct folders.

NOTE: Questions regarding which folder lists to select should be directed to HIM (Medical Records). 

Open the Documentation tab. Click on the Documents drop-down menu, and select Options. 

Default Documentation Folder Types:

1. From the All Available Document Types column on the left, select and highlight the document types you create.  Click the single arrow > to move the item to the right hand column, Personal Document Type List. Repeat as needed.  
2. When complete, click OK.
3. To select the Personal Document Type List, add a new document.  Right-click in the *Type box.  Select Document Type List, and Personal.  
4. When a document is created in the Documentation tab, the drop-down filter menu of *Type: will now display the selected documents.  
5. To select a folder type not on the personal document list, right-click in the *Type box, select Document Type List and Complete.  This will allow selection from the complete folder type list.  

Default Document Type:

• When you create a new document using the Add button, you can set the type of document you most frequently create to be your default.
• Under Default Document Type, select the type of note you most frequently use.  
• When a new document is created, Physician Progress Note will be the default note type. A different note type can be always be selected, if needed.