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Define and configure the All Documents widget

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In myAvatar NX, use the All Documents Widget Definition form to define and configure All Documents widgets to add to Documentation Views.

On the All Documents Widget Definition form you can:

  • Define multiple widgets and combine them in one view.
  • Configure views that show a particular category of documents, such as discharge or treatment documents.
  • Set up multi-form, multi-document, and multi-progress note tabs for displaying related forms in one place. 

A Documentation View must include the Client Information header, the All Documents widget, a documentation list, and the Console Widget Viewer. You can add other widgets to a Documentation View as needed.

Prerequisite:

  • RADplus 2020 Update 68 must be installed
  1. Type All Documents Widget Definition in the What can I help you find? search box.
  2. Select All Documents Widget Definition from the drop-down list.
    Result: The All Documents Widget Definition form opens.
  3. Select the All Documents Widget Definition tab.
  4. In the Add or Edit Widget field, select whether to create or edit an existing All Documents widget.
    • Edit an existing All Documents Widget
      1. For Select Widget, choose the widget to edit.
      2. Make any desired changes to the All Documents widget definition.
      3. Select File.
    • Create an All Documents Widget
      1. For Add or Edit Widget, select Add.
      2. For Widget ID, enter the name of the widget. The name must begin with a letter and can contain letters and numbers and underscores. 
        Note: The name is saved in the system with all capital letters. 
      3. Enter the Widget Name.
        Result: The widget name displays in the left panel of the All Documents tab. 
      4. For Associated Widgets, select additional widgets to be associated with the All Documents widget. 
        Note: This field allows for 'stacking' All Documents widgets so the user can quickly switch between multiple All Documents widgets for viewing other documentation.
      5. In the Tab Rows grid, select New Row to add any previously defined multi-form, multi-document, or multi-progress notes tabs within the other sections of the form.
      6. In the Order field, enter the appropriate order for the tab (1, 2, 3, and so on).
      7. In the Add Tab field, select the tab type to add to the widget. 
      8. Optional. For Select Document Tab, Select Form Tab, and/or Select Progress Notes Tab, select the appropriate tabs to assign to the All Documents widget.
      9. Select File.
Define a multi-form tab

Create a multi-form tab to group related forms to make it convenient to see client information filed within the forms. For example, you can group assessment forms on a multi-form tab.

  1. Go to All Documents Widget Definition.
  2. Select Multi-Form Tab.
  3. Click Add.
  4. Enter the Tab ID and Tab Name.
    Note: On the All Documents widget the Tab Name displays in the documentation list.
  5. Select Forms Assigned and select the forms to include on the tab, then select Ok.
  6. Select File.
Define a multi-document tab

Create a multi-document tab to display imported or scanned client documents by document category such as administrative documents and lab results.  

  1. Go to All Documents Widget Definition.
  2. Select Multi-Document Tab.
  3. Select the tab.
  4. Enter the Tab Name.
    Note: On the All Documents widget the Tab Name displays in the documentation list.
  5. Click Document Categories Assigned and select each category to include on the tab.
    Note: These categories will display in the documentation list.
  6. Click File. 
Define a multi-progress notes tab

Create a multi-progress notes tab to organize progress notes by note type. Notes can be filtered by service code, practitioner, and date of service. 

Note: Although progress notes can be placed on a multi-form tab, a multi-progress notes tab offers more functionality.

  1. Go to All Documents Widget Definition.
  2. Select Multi-Progress Notes Tab.
  3. Select Add.
  4. Enter the Tab ID and Tab Name.
    Note: On the All Documents widget the Tab Name displays in the documentation list.
  5. Click Note Types Assigned and select the progress note forms to include on the tab, then click Ok. 
  6. Click File.
► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.