Manage Document Types and Categories

Version 14.19

You may find it necessary to add, edit, or delete document types and/or categories from the OP software. This article will instruct you how to manage your document types and categories to ensure they are meaningful to your practice.

Warning: Document Types may be added, but it is strongly advised not to delete Document Types as deletion may effect some functionality in OP. If duplicates are created (and must be deleted) caution must be taken to delete only the one created in error.

Add a Document Type or Category

  1. Click Docs on the Smart Toolbar.
  2. Click the New Document button. The window will appear to match the following image. 

  1. Click in the Item Category field and select the page icon.

The Document Types and Categories window will open. The Document Type pane appears on the left and the Document Category pane appears on the right.

  1. Click the Add Record button  below the respective Document Type or Document Category pane to create a new entry. A blank field will appear for your new entry.
  2. Enter the new Document Type or Category.
  3. Click the Post Edit button  to save your changes.
Note: You may view all Document Categories by selecting the Show All Categories checkbox located at the bottom of the Document Category panel.

Edit a Document Type

A Document Type cannot be changed, but a practice may edit the document type to include or exclude document images from Event Chronology reports. To do this:

  1. Click Docs on the Smart Toolbar.
  2. If you have navigated away from the Document Types and Categories window, click New Document
  3. Click in the Item Category field and select the page icon. The Document Types and Categories window will open where the Document Type appears on the left and the Document Category appears on the right.
  4. Select the Document Type to edit and click the Edit Record button.
  5. Select the checkbox in the Include? column.

  1. Click the Post Edit button to save your changes.
  2. Click OK to exit the window.

Edit a Document Category

  1. Click Docs on the Smart Toolbar.
  2. If you have navigated away from the Document Types and Categories window, click New Document
  3. Click in the Item Category field and select the page icon. The Document Types and Categories window will open where the Document Type appears on the left and the Document Category appears on the right.
  4. Select the Document Type that contains the Category that needs to be edited.
  5. Select the Document Category to edit and click the Edit Record button . The cursor will appear in the field for edits to be made.
Warning: It is important to ensure that the Document Category is selected prior to the next step, clicking the Edit Record button. If a Document Category is not selected, the edit will be made to the Document Type and could potentially cause functionality issues in your system.
  1. Make necessary edits.
  2. Click the Post Edit button to save your changes.
  3. Click OK to exit the window.

Delete a Document Category

  1. Click Docs on the Smart Toolbar.
  2. If you have navigated away from the Document Types and Categories window, click New Document.
  3. Click in the Item Category field and select the page icon. 

The Document Types and Categories window will open where the Document Type appears on the left and the Document Category appears on the right.

  1. Select the Document Type that contains the Category that needs to be deleted.
  2. Select the Document Category to delete and click the Delete Record button .
Warning: It is important to ensure that the Document Category is selected prior to clicking the Delete Record button. If a Document Category is not selected, the edit will be made to the Document Type and could potentially cause functionality issues in your system.
  1. Confirm the deletion by clicking OK in the pop-up confirm box.
  2. Click OK to exit the window.
Version 14.10

You may find it necessary to add, edit, or delete document types and/or categories from the OP software. This article will instruct you how to manage your document types and categories to ensure they are meaningful to your practice.

Warning: Document Types may be added, but it is strongly advised not to delete Document Types as deletion may effect some functionality in OP. If duplicates are created (and must be deleted) caution must be taken to delete only the one created in error.

Add a Document Type or Category

  1. Click Docs on the Smart Toolbar.
  2. Click the New Document button. The window will appear to match the following image. 

  1. Click in the Item Category field and select the page icon.

The Document Types and Categories window will open. The Document Type pane appears on the left and the Document Category pane appears on the right.

  1. Click the Add Record button  below the respective Document Type or Document Category pane to create a new entry. A blank field will appear for your new entry.
  2. Enter the new Document Type or Category.
  3. Click the Post Edit button  to save your changes.
Note: You may view all Document Categories by selecting the Show All Categories checkbox located at the bottom of the Document Category panel.

Edit a Document Type

A Document Type cannot be changed, but a practice may edit the document type to include or exclude document images from Event Chronology reports. To do this:

  1. Click Docs on the Smart Toolbar.
  2. If you have navigated away from the Document Types and Categories window, click New Document
  3. Click in the Item Category field and select the page icon. The Document Types and Categories window will open where the Document Type appears on the left and the Document Category appears on the right.
  4. Select the Document Type to edit and click the Edit Record button.
  5. Select the checkbox in the Include? column.

  1. Click the Post Edit button to save your changes.
  2. Click OK to exit the window.

Edit a Document Category

  1. Click Docs on the Smart Toolbar.
  2. If you have navigated away from the Document Types and Categories window, click New Document
  3. Click in the Item Category field and select the page icon. The Document Types and Categories window will open where the Document Type appears on the left and the Document Category appears on the right.
  4. Select the Document Type that contains the Category that needs to be edited.
  5. Select the Document Category to edit and click the Edit Record button . The cursor will appear in the field for edits to be made.
Warning: It is important to ensure that the Document Category is selected prior to the next step, clicking the Edit Record button. If a Document Category is not selected, the edit will be made to the Document Type and could potentially cause functionality issues in your system.
  1. Make necessary edits.
  2. Click the Post Edit button to save your changes.
  3. Click OK to exit the window.

Delete a Document Category

  1. Click Docs on the Smart Toolbar.
  2. If you have navigated away from the Document Types and Categories window, click New Document.
  3. Click in the Item Category field and select the page icon. 

The Document Types and Categories window will open where the Document Type appears on the left and the Document Category appears on the right.

  1. Select the Document Type that contains the Category that needs to be deleted.
  2. Select the Document Category to delete and click the Delete Record button .
Warning: It is important to ensure that the Document Category is selected prior to clicking the Delete Record button. If a Document Category is not selected, the edit will be made to the Document Type and could potentially cause functionality issues in your system.
  1. Confirm the deletion by clicking OK in the pop-up confirm box.
  2. Click OK to exit the window.
Version 14.8

You may find it necessary to add, edit, or delete document types and/or categories from the OP software. This article will instruct you how to manage your document types and categories to ensure they are meaningful to your practice.

Warning: Document Types may be added, but it is strongly advised not to delete Document Types as deletion may effect some functionality in OP. If duplicates are created (and must be deleted) caution must be taken to delete only the one created in error.

Add a Document Type or Category

  1. Click Docs on the Smart Toolbar.
  2. Click the New Document button. The window will appear to match the following image. 

  1. Click in the Item Category field and select the page icon.

The Document Types and Categories window will open where the Document Type appears on the left and the Document Category appears on the right.

  1. Click the Add Record button  below the respective Document Type or Document Category pane to create a new entry. A blank field will appear for your new entry.
  2. Enter the new Document Type or Category.
  3. Click the Post Edit button  to save your changes.

Edit a Document Category

  1. Click Docs on the Smart Toolbar.
  2. If you have navigated away from the Document Types and Categories window, click New Document
  3. Click in the Item Category field and select the page icon. The Document Types and Categories window will open where the Document Type appears on the left and the Document Category appears on the right.
  4. Select the Document Type that contains the Category that needs to be edited.
  5. Select the Document Category to edit and click the Edit Record button . The cursor will appear in the field for edits to be made.
Warning: It is important to ensure that the Document Category is selected prior to the next step, clicking the Edit Record button. If a Document Category is not selected, the edit will be made to the Document Type and could potentially cause functionality issues in your system.
  1. Make necessary edits.
  2. Click the Post Edit button to save your changes.
  3. Click OK to exit the window.

Delete a Document Category

  1. Click Docs on the Smart Toolbar.
  2. If you have navigated away from the Document Types and Categories window, click New Document.
  3. Click in the Item Category field and select the page icon. 

The Document Types and Categories window will open where the Document Type appears on the left and the Document Category appears on the right.

  1. Select the Document Type that contains the Category that needs to be deleted.
  2. Select the Document Category to delete and click the Delete Record button .
Warning: It is important to ensure that the Document Category is selected prior to clicking the Delete Record button. If a Document Category is not selected, the edit will be made to the Document Type and could potentially cause functionality issues in your system.
  1. Confirm the deletion by clicking OK in the pop-up confirm box.
  2. Click OK to exit the window.