Manage Folders

The Manage Folders dialog allows users with the appropriate privileges to configure the folders that appear at the bottom of a patient's chart as well as in the Organizer. You have the ability to determine the number of folders, name or rename a folder, unfile documents in a folder, or change the color of a folder. Use the following steps to configure how the folders will appear in the patient charts and Organizer.

1. Click Edit > System Tables > Folder Management > Manage Folders.
    

2. In the Number of Custom Folders section, select the Number of folders (6, 10, or 14) that you want to appear in patient charts and the Organizer.
   
   NOTE: If you decrease the number of folders, a warning will appear stating that the disabled folders will be permanently removed and any notes contained in those folders will automatically be moved the Unfiled folder.  
    

3. You can then click into the Name field of the corresponding folder, and enter a new name or rename that folder.
    

4. Check the Unfile checkbox next to the corresponding folder if you want to move documents in that folder to the Unfile folder.
   
   
   
    

5. Click the Color button next to the corresponding folder, which opens the Color dialog allowing you to modify the  Color for the folder as needed. Once the applicable color has been selected, click the OK button.
   
   
   
    

6. Repeat steps 3 - 5 for each folder you are configuring.
    

7. When finished, click the OK button.