Set Up History Categories

Use the History Category editor to set up the categories for sorting and filtering the forms and documents recorded in the correspondence histories and notepads of your patients, responsible parties, professionals, employees, and your practice.

Choose Your Settings

1. Open History Categories Editor - Home ribbon bar > Tools section > Editors > General > History Categories. (You can also use the Search field to look for the editor you want to work with.)

   

2. Select List to Work With - Select the type of category list to work with.

   

   Correspondence history - You will use the descriptions in this list to categorize items that are recorded in your patient, responsible party, professional, and employee correspondence histories, such as forms, mail merge documents, and scanned items. You can optionally choose to exclude documents assigned to these categories from Edge Portal.

   Notepad - You will use the descriptions in this list to categorize notepad entries for your patents, responsible parties, professionals, and employees.

   Practice - You will use the descriptions in this list to categorize items that you add to your practice correspondence widget.

3. Create or Edit Category - Choose an existing record, or create a new one. Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

   Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right.

   You can use the Inactive option in the record details to toggle the active / inactive status of an record. If not all your records appear in the list, use the Show / Hide Inactive icon at the top of the window to include both active and inactive records.

   

   Create New Category - Be sure the appropriate list is selected at the top of the window (described above). Then, click Add at the bottom of the window and type a new category name.

   

4. Edit Category List - Select the category to work with, then make your changes in the Edit List section of the window.

   

   Text - You can change the name of the category in this field.

   Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

   Exclude from Edge Portal (Correspondence History categories only.) - Enable this option to prevent documents assigned to this category from appearing in your Edge Portal. (Edge Portal is an optional mobile option, available from Ortho2. If you would like to add this option to your Edge Cloud system, please contact us.)

   Workflows - (Correspondence History and Practice categories only.) Select an existing workflow, or use the Workflow Wizard icon to create a new workflow to assign to this category. When you enter an item that is assigned to this category into a correspondence history or your practice correspondence history, the assigned workflow (if any) will be triggered automatically.

5. Default Categories - This section of the editor applies to the Correspondence History category only. Use these fields to assign a default category description to several types of forms. When you run one of these forms, it is automatically saved in the appropriate correspondence history with the selected category.

   

6. Save Changes - Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

   

More Information

Merge Document Category - Use the Mail Merge Document editor to select the Correspondence History category description to assign to each document. See "Create and Edit Mail Merge Documents" for details.

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.