Configuring Documents

In ChartLogic EHR, documents are organized in two ways, with types and with folders. To get to the configuration interface, click the Configuration block in the side panel and then Documents in the menu.

To edit Document Types, click the Edit Types link at the lower left section of the Document Types card.

This will expand the card to the traditional edit view, with fields on the left and added types on the right. To add a type, simply type the name of the type into the Name field and click the Add button.

If you want to edit a type, you’ll need to select the type from the list on the right, edit the fields you need, and then click the Save button. To edit Document Folders, click the Edit Folders link at the lower left section of the Document Folders card. 

This will expand the card to the traditional edit view, with fields on the left and added folders on the right. To add a folder, simply type the name of the folder into the Name field and click the Add button. If you want to edit a folder, you’ll need to select the folder from the list on the right, edit the fields you need, and then click the Save button.