Assigning Document Types to Tabs - DeficiencyPop - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Premier - Standard

If an Analyst Documents tab should be used for filtering, it must be assigned at least one Document Type.

1. Select the tab from the Tab Configuration dialog box.
2. Click Doc Type Assign. The Document Type Tab Assignment dialog box displays all Document Types residing in a medical record Document Type Group.
   
3. Select a Document Type Group to filter the lists of available Document Types.
4. Select one or more Document Types from one of the following panes:

   • All Document Types —Displays all Document Types in the selected Document Type Group.

   • Document Types without Tabs —Displays all Document Types not associated with a tab. (For tabs configured at the facility level, this list is specific to the current facility. For tabs configured at the cross-facility level, this list displays Document Types not assigned to a cross-facility tab.)

     Note:

     Although medical record Document Types for clinical patient documents can be assigned to tabs at the facility level, clinical patient documents are not displayed in the context of a medical chart.

5. Click Add.
6. Repeat for all Document Types you want to be available from this tab.
7. Use the Up and Down buttons to change the default Document Type order for this tab.
8. Click Close when finished.