This article will lay out the steps to create sub-categories for the Workflow Summary that appears on the Home tab within InQuiry. Please see the example pictures below to compare the differences in the workflow summaries. The top has no sub-categories and the bottom does have sub-categories.
This can be very useful for clients that might have specific types of documents that need more or less attention than others or if a doctor prefers to get an idea of what work awaits him / her in each of the Workflow Folders.
Note: The sub-categories apply to all Users within the client. In other words, all users who log in to InQuiry will see the same sub-categories.
The steps to apply these changes are in Client Maintenance in InCommand:
1) Go to the Maintenance Menu and select Document Groups as pictured below.
2) Create a new Document Group by clicking on the "Add New Document Group" button as shown below:
3) Type the Name and select the Document Group ID for the new Document Group. The Document Group Name will become the new sub-category in the workflow summary. The category column order is highest number on the left descending to the right. For example, if Document Group ID numbers are Summaries = 1, Notes = 2, and Letters = 3 then the column order will be Letters | Notes | Summaries | Total like in the original example picture. Make sure to click the save button at the bottom of the screen. The "Add New Document Group" interface is shown below:
After creating the sub-categories through creating Document Groups, the only step left is to assign document types to the particular groups so that the tallies in each column will be accurate. Follow this procedure:
4) Go to the Maintenance Menu and select Document Types as pictured below:
5) Select "Edit <Document Type Name>" as shown below:
6) The first option in the "Workflow Options" is a drop down menu to assign the Document Type to a Document Group. Select the appropriate Document Group and click Save at the bottom of the screen.
7) Repeat step 6 for each Document Type that should be assigned to a particular Document Group. Note: Not every Document Type needs to be assigned to a Document Group. The default option is "Not Assigned" for Document Types that are not changed. Document Types that are assigned to a Document Group add to the tallies in that sub-category in the workflow summary.
By following this procedure, you can add a valuable tool for the Client's Users to see more in-depth information at a glance in their workflow summary.