This article addresses the general aspects of category management.
Other related articles :
Categorizing subject's health information : To see the application of categories specifically to subject health information, read this article.
Categorizing forms, playbooks, and protocols : To see the application of the categories specifically to protocol and form tools, read this article.
In this article
Categories offer a limitless amount of ways to organize, filter, and retrieve important information and tools. Create and adjust them in ways just right for your team’s context.
Permissions needed to manage categories
In order to make changes, the user must have a role defined by the institution that allows them to make these modifications.
Where to manage categories
Click:
Configuration
Categories
“Add” or the category to be edited
Editing options
Type of category
The kind of information gathered through this category could be :
Single choice (yes/no)
Multiple choice
A date
Or free text
Linked objects
You can categorize various items (click on either one for a more detailed and specific article) :
Shown by default
In the column shown below, you can see if a category will or will not be displayed by default in all patient records.
By clicking on the category you can check or uncheck this option.