Document management

Document management settings allow users to configure custom categories, tags and types that can be used for various patient documents.

1. To ADD a category, tag or a type, employ the corresponding control in the top right corner (+CATEGORY, +TAG, +TYPE). Make sure to use unique names.
2. To EDIT/DELETE a document category or tag, hover over the corresponding field, click and select the corresponding option.
   

Document types cannot be edited or deleted.

• Related Articles

• Lead and Patient Management

  Welcome to the online learning module dedicated to the Patient Management Module within Manage. In this module, you'll develop a thorough understanding of: Create, access and convert leads into patients Understand which actions require lead ...

• Configuring Your Task Management Settings

  How to configure your task management settings. Press "CC" to turn on subtitles

• Manage - Can't upload / view the uploaded document

  Step 1: Check if the document is in supported formats: doc, docx, pdf, xls, xlsx, jpg, jpeg, png, txt, stl Yes → Proceed to Step 2. No → Ensure the document is in one of the supported formats. Convert the document to a supported format if necessary ...

• Patient letters

  Appointment report templates Create customizable templates with dynamic clinical data to quickly generate reports from appointments and save them as patient documents. Add an appointment report template Click +TEMPLATE. Fill in the mandatory fields - ...

• How to Make Purchase Orders with Order Management in Auditdata Manage

  Watch this video to learn How to Make Purchase Orders with Order Management in Auditdata Manage Press "CC" to turn on subtitles.