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We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

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.