Document Type Configuration

Document scanning configuration consists of creating document types that are used to categorize each scanned sheet, and assigning restrictions to each document type so they appear only when needed and only by authorized users.

Document types are site-specific categories assigned to each scanned document. Examples include exam documents such as procedure request forms, worksheets such as technologist spec sheet, and general documents such as patient identification and insurance verification cards. Document type options appear on the scanning interface so users can assign them to each scanned document.

To create a new document type:

To edit an existing document type

Document Category

There are two types of document categories: document and image.  Each type has shared and unique attributes.  The table below outlines these attributes.

Category Section Field Description
Document Basic Information ID Computer-assigned identifier to identify the document type.  You can override if you need to coordinate types between different systems.
    Name Human-readable named used to identify the document type.
    Category Document category
    Series Number Start Defines the starting series number to be applied.
  Set As Default Document Type Worklist Page Scan Default Set this document type as default when using the scanning GUI.
    Worklist Page Upload Default Set this document type as default when using the upload GUI.
  Access Restrictions by System Tech View Access Allows document type to be accessed from the Tech View page.
    Viewer Report Panel Access Allows document type to be accessed from the desktop viewer's report panel.
    Viewer Thumbnail Panel Access Allows document type to be accessed from the desktop viewer's thumbnail panel.
    Patient Folder Access Allows document type to be accessed  from all patient folders.
    Web Viewer Access Allows document type to be accessed from the web viewer.
  Access Restriction by Group Add New Record Click the Add New button, to create group-specific settings to override the system settings.  Select the group from the Group Name list.  Then enable each section whose settings need to override the system default.
  Access Restriction by User Add New Record Click the Add New button, to create user-specific settings to override the system settings.  Select the user from the User ID list.  Then enable each section whose settings need to override the system default.
Category Section Field Description
Image Basic Information ID Computer-assigned identifier to identify the document type.  You can override if you need to coordinate types between different systems.
    Name Human-readable named used to identify the document type.
    Category Document category
    Series Number Start Defines the starting series number to be applied.
  Set As Default Document Type Worklist Page Scan Default Set this document type as default when using the scanning GUI
    Worklist Page Upload Default Set this document type as default when using the upload GUI
  Attributes For Image Category Attachments Modality Editable

Indicates if the Modality is editable by the user from the scanning or upload GUI. Disabled by default.
    Default Modality

The Modality value assigned to the image object(s). This field cannot be empty.
    Study Date Editable Indicates if the Study Date is editable by the user from the scanning or upload GUI.
    Default Study Date The default Study Date assigned to the image object(s). Options include no default (requiring the user enter it), the scheduled exam date/time or the current date/time.