Adding or Modifying a Category - Hyland Clinician Window - 23.1 - 23.1 - Other - external

Hyland Clinician Window
Platform
Other
Product
Hyland Clinician Window
Release
23.1
License

You can add a new category or modify an existing one using the Hyland Clinician Window Configuration application.

To add or modify a category:

  1. Open the Categories page by doing one of the following:

    • Click the Categories option on the home page.

    • Click the main menu button in the upper-left corner of the Hyland Clinician Window Configuration application and select Categories.

    The Categories page is displayed.

  2. Do one of the following:

    • To create a new category, click Add Category at the bottom of the Categories pane. The right pane displays configuration options for the new category.

    • To modify an existing category, select the existing category from the Categories pane. The right pane displays configuration options for the category.

  3. In the Category Label Text field, enter the label to display for the category in Hyland Clinician Window. Ensure a unique category label is entered in the Category Label Text field. Duplicate category labels cannot be saved.
    Note:

    The maximum number of characters that can be entered is 40.

  4. From the Category Color field, click Choose color and select a color to display for the category in Hyland Clinician Window.
  5. Under Available Content Types, select the Content Types to include in the category.
    Note:

    You cannot change the Content Types associated with the default All category. The All category is associated with all available Content Types.

    • To add a Content Type to the category, select it from the Available Content Types list.

    • To add all available Content Types to the category, click Select All.

    • To remove a Content Type from the category, select it from the Selected Content Types list.

      On mobile devices and small screens, the Selected Content Types list is not displayed. Click Show Selected to display it. To view all available Content Types, click Show All. When you view all Content Types, you can identify selected Content Types by the check marks next to their names.

    • To remove all Content Types from the category, click Unselect All.

  6. Click Save.
    Tip:

    You can also press Ctrl + S to save your changes.