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Edit Details

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Introduction: The Edit Details action button, when clicked, invokes the Edit Details popup. It is used to modify fields such as Category and Subject of the respective document. Users can make the required modifications to the details of a document through this popup. If it is not editable, then the user gets a validation message saying, "Edit option is not available for this document type." Field Description: Category: The Category dropdown displays the list of document categories. The user can change the category of the document from here. The document Category is an editable field. It allows the user to enter the category by which documents are to be filtered. These are Non-System Group Types, and the options in the dropdown are defined under these categories: AL-Lab Order Category AR-Rad Order Category AP-Progress Notes Category AC-Letter In Category AD-Legal Documents Category AO-Other Documents Category AB-Billing Category CO-Consult Order Category PO-Procedure Order Category RF-RFA Response Category Subject: The Subject field can be used to change the subject of the document. The subject of a document can either be directly entered in the text field or it can be selected from the Subject Master by clicking on the Subject button. The options displayed in the Search List are populated from the Non-System Group Type Subject (SB). Person: This field is used to enter the name of the Provider or the name of the user who sent the document. Date: The date of the encounter from which the respective document needs to be attached can be modified here. Action Buttons: OK Button: Clicking this button saves any modifications made to the document details and closes the popup window. Cancel Button: Clicking this button discards any modifications made to the document details without saving them and closes the popup window.

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Document List