Before you begin
Set up the document fields.
Document types can act as classifications that refer to the nature of documents or images, such as X-ray, medical record, and progress note.
- Open File Maintenance.
- In Master Files, select .
The Document Types List window opens.
- Select the open menu
`button, and then select New.
The Document Type Information window opens.
- Enter the necessary details, and then select
.
The
Field Search window opens.
- To add required fields to the document type, move the fields from the Available to the Included section, and then select OK.
Note: When you add the Medical Record Number field to a document type, you must also add the Person Number field. Each document type must have one Person Number key field associated with it to serve as a unique identifier. Therefore, to associate a person number with each document type, in the Document Type Information window in File Maintenance, select the Potential Order Result checkbox and mark the Person Nbr field as Required.
The Document Type Information window displays the selected fields.
- Select the field options to configure the fields within the Document Type Information window, and then select OK.
Figure 1. . Selectable field options in the Document Type Information window.
Assign document types to security groups. You can also copy document type permissions from one security group to another.
