NextGen Knowledge Center

Associate Document Management with Diagnostic Category

The Document Management files are available in the File Maintenance. The documents available in File Maintenance > Document Management > Document Types are retrieved and listed when you select Document Management as the document type. You can associate these Document Managements files to a Diagnostic Category.
  1. Open the Document Mapping system template.
  2. Expand the Diagnostic Report Mapping panel, select Document Management.
  3. To select a document, do the following.
    1. Click the Document Name arrow.
      The Document Management List window opens.
    2. Select the desired Document Management.
    3. Click OK.
  4. To associate a Diagnostic Category, do the following:
    1. Click the Diagnostic Category arrow.
      The Category List window opens.
    2. Select the Diagnostic Category.
    3. Click OK.
  5. In the Comments field, provide the reason for associating a Document Management with a Diagnostic Category.
  6. To clear the information before adding them to the grid, click Clear.
  7. To add a record and make it available in the grid, click Add.
    The configured Document Name, Diagnostic Category and Comments details are added as a record and appear in the grid.
  8. Click Save & Close.