Select the Category and Visit Set
- Select the Category field.
A picklist of side navigation categories opens.
- Select a category, and then select OK.
- Select the Visit Set field, and then select a visit set from the picklist. Selecting the asterisk (*) for Visit Set applies the sidebar to all visit sets.
Note: Selecting Occupational applies the changes to the OT visit types; selecting Physical applies the changes to the PT visit types, and so on.
The grid below the Category and Visit Set fields displays the left-hand navigation list for the selected category and visit set. The blue field on the left-side shows how the list will appear as side navigation on templates.