Adding a Personal Category - Hyland Clinician Window - 23.3 - 23.3 - Other - external

Hyland Clinician Window

Platform
Other
Product
Hyland Clinician Window
Release
23.3
License

When using Clinician Window, you can add your frequently accessed content types to a Personal Category. Thus, you can access those content types from this category without searching for them among all the categories. You can add as many Personal Categories as required.

To add a Personal category:

  1. Log in to Hyland Clinician Window.
  2. Click the settings button beside Add Personal Category.
  3. Under Personal Categories, toggle the Enable Personal Categories button on to enable Personal Categories.
  4. Click ADD CATEGORY.
    A new category row appears.
  5. Under Category Label Text, provide the name for the new category.
  6. Choose a color for the category.
  7. Click the corresponding add buttons under Available Content Types for the Content Types that you want to add under the Personal Category.
    The added Content Types are displayed in the Selected Content Types box.
  8. Click Save.