We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Document Types and Categories

Version 14.19

About Document Types and Categories

Path: Clinical tab > Document Management button > (Image Selected) > Edit button > Item Category field (Review Details\Image Category) >  Document Types and Fields button.
Path: Clinical tab > Document Management button > (Image Selected) > Edit button > Item Category field (Review Details\Image Category) >  Document Types and Fields button.

The Document Types and Categories window adds or modifies a unique image category name.

Document Types and Categories Map

Number

SectionDescription

1

Document TypeThe Document Type panel displays the items that contain the document categories.  The Document Category Names change based upon the selection name in the Document Type column.  Existing entries cannot be modified.

2

Document CategoryThe Document Category panel displays the categories for each selection in the Document Type panel.  Categories can be added and modified.  Once selected, the Document Category appears in the Item Category field of the Manage Documents window.

3

Function ButtonsThe function buttons are used to add, remove, edit, save or cancel document types or categories.

4

OK buttonThe OK button selects the highlighted category name and closes the Document Types and Categories window.

5

Cancel buttonThe Cancel button closes the Document Types and Categories window without saving any changes.
Version 14.10

About Document Types and Categories

Path: Smart Toolbar > Docs button > (Image Selected) > Edit button > Item Category field (Review Details\Image Category) >  Document Types and Fields button.

The Document Types and Categories window adds or modifies a unique image category name.

Document Types and Categories Map

Number

SectionDescription

1

Document TypeThe Document Type panel displays the items that contain the document categories.  The Document Category Names change based upon the selection name in the Document Type column.  Existing entries cannot be modified.

2

Document CategoryThe Document Category panel displays the categories for each selection in the Document Type panel.  Categories can be added and modified.  Once selected, the Document Category appears in the Item Category field of the Manage Documents window.

3

Function ButtonsThe function buttons are used to add, remove, edit, save or cancel document types or categories.

4

OK buttonThe OK button selects the highlighted category name and closes the Document Types and Categories window.

5

Cancel buttonThe Cancel button closes the Document Types and Categories window without saving any changes.
Version 14.7

About Document Types and Categories

Path: Smart Toolbar > Docs button > (Image Selected) > Edit button > Item Category field (Review Details\Image Category) >  Document Types and Fields button.

The Document Types and Categories window adds or modifies a unique image category name.

Document Types and Categories Map

Number

SectionDescription

1

Document TypeThe Document Type panel displays the items that contain the document categories.  The Document Category Names change based upon the selection name in the Document Type column.  Existing entries cannot be modified.

2

Document CategoryThe Document Category panel displays the categories for each selection in the Document Type panel.  Categories can be added and modified.  Once selected, the Document Category appears in the Item Category field of the Manage Documents window.

3

Function ButtonsThe function buttons are used to add, remove, edit, save or cancel document types or categories.

4

OK buttonThe OK button selects the highlighted category name and closes the Document Types and Categories window.

5

Cancel buttonThe Cancel button closes the Document Types and Categories window without saving any changes.