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Associate Crystal Reports with Clinical Notes

In the Clinical Note Mapping panel, you can associate Crystal Reports with a particular clinical note. The configurable Crystal Reports are listed in the Crystal Report List.
  1. Open the Document Mapping system template.
  2. In the Clinical Note Mapping panel, select Crystal Reports.
  3. To select a document, do the following.
    1. Click the Document Name arrow.
      The Crystal Report List window opens.
    2. Select the desired Crystal Report.
    3. Click OK.
  4. To select a visit type, do the following.
    1. Click the Visit Type (optional) arrow.
      The Visit Type window opens.
    2. Select the desired visit type.
    3. Click OK.
  5. To associate a clinical note, do the following:
    1. Click the Document LOINC Type arrow.
      The LOINC Type window opens.
    2. Select the desired Document LOINC Type.
    3. Click OK.
      The corresponding LOINC code appears in the LOINC field.
  6. In the Comments field, provide the reason for associating a Crystal Reports with a LOINC code.
  7. To clear the information before adding them to the grid, click Clear.
  8. To add a record and make it available in the grid, click Add.
    The configured Document Name, Visit Type, Document LOINC type, LOINC Code, and Comments details are added as a record and appear in the grid.
  9. Click Save & Close.
Related tasks
Access Document Mapping