Managing Document Categories

You can create document categories that allow your clinical staff to filter documents, attachments, and photos by type. For example, if you want to see only consents, categories can help you can do that. Filters are created at the practice level and are available to all clinical staff.

What do you want to do?
  1. Log in to the Eyefinity EHR web application as an administrator.
  2. Locate and expand the Categories and Tags section and click the Manage Document Categories button.
  3. The Manage Document Categories page opens.
  1. Open the Manage Document Categories page. To learn how, go to Open the Manage Document Categories page.
  2. Click New Category.
  3. Type a Category name.

    The Category should be as short as possible to convey the meaning of the category. For example, "Prescription Receipt," "HIPAA Waiver," or "Clinical Result."

  4. Type a Description as needed to clarify the category's use.
  5. Select a Section as needed to group categories.

    The Section is visible only to administrators and is used to further group document categories.

  6. When you're finished, click Save.

    The document category is now available to be applied to documents and available to filter lists of documents.

Some categories are marked as "Always Active" and cannot be edited.

  1. Open the Manage Document Categories page. To learn how, go to Open the Manage Document Categories page.
  2. Locate the category you want to edit and click Modify.
  3. Edit the Category name and Description as needed.

    Be careful when editing the category name. Any documents that have been tagged with the category will adopt the new name. You should limit your edits to correcting typos. Dramatically changing a category name (e.g., from "Waiver" to "Photos") would lead to confusing filters.

  4. Select a Section as needed to group categories.
  5. When you're finished, click Save.

When you deactivate a category, documents that have the category applied will retain that category, but practice users will not be able to filter by the category or be able to apply the category to additional documents. Some categories are marked as "Always Active" and cannot be disabled.

  1. Open the Manage Document Categories page. To learn how, go to Open the Manage Document Categories page.
  2. Locate the category you want to edit and click Modify.
  3. Locate the Status and select Inactive.
  4. Click Save.

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