Hi all,
Just did a big update and server migration. Two questions:
1. Our “Patient Documents” is a huge mess and I want to clean it up. There are redundant folders and some completely useless ones. I know how to get to “Document Management” to add/delete folders but how do I organize them? I see how to change the order but if I want certain folders to have sub-folders I don’t see where I have that option. I know it’s do-able since there are already subfolders in the current cluster that is our “Patient Documents.” I’m trying to simplify and organize it.
2. How do I get the EMR to stop automatically attaching “patient letters” to the “Patient Documents”? We do our checkout sheets as “letters” so it autosaves these and these are pretty useless when saved.
Thanks!