How to use quick classify

All files in HealthTrack are classified when created, and can be reclassified if needed. The Classify screen is accessible via:

Ticking the 'Quick Classify' check-box at the bottom of the screen and double-clicking the document.
Selecting the Info button at the top of the screen.

Quick Classify saves time when you need to reclassify multiple documents in a row. Enable it once and double-click each file to update its details.

The Clinical Record Information screen is divided into 4 sections:

Workflow and Distribution
Personnel
Reference
Admission

Workflow and Distribution

Status: documents can move through several states before being finalised and distributed,
Priority: marks a file as "urgent" so that it is reviewed and distributed sooner.

Use Workflow: when this check-box is ticked, files will be included in the Document Management screen.
Distribution Type: this can change how the file is received by other
Distribution List: this button opens the Distribution List for that particular document.
Not For Distribution: ticking this check-box prevents the file from being automatically distributed when finalised.
Identifiers: this check-box can be ticked to highlight that 3 points of identification for the patient have been checked.
Consent: the radio options can be selected to highlight that the patient has give consent, if required.
WF: this button will display recent changes to the document's status and information surrounding its printing.

Personnel

Owner/Approver: the individual named on the letter, who dictated it, or who is responsible for signing it off. This is generally the person finalising the letter before it is distributed.
Assignee: individual/group of users the letter is assigned to.
Created By: lists the user that created the file, as well as the date and time of creation.

Reference

Booking: these details will populate if a booking is selected when the letter is first created or by choosing the Select Booking button.
Referring Doctor: the referring doctor's name and provider number will populate based on selections made when creating the letter, or by choosing the Select Referring Doctor button.
Referral: the referral ID will populate based on selections made when creating the letter, or by choosing the Select Referral button.
Episode: the episode ID and description will populate using the Select Episode button.
Accession Number: this number will populate from a DICOM integration.

Admission

In Patient: this check-box can be ticked to reflect that the file relates to an inpatient visit.
Admission/Ward/Bed: this can record the Admission, Ward, and Bed number for an inpatient record.

The Find Admission button will provide a list of admissions for the patient, which can automatically populate the Admission, Ward and Bed fields.

Security and Archiving

Restrict Access: Tick to limit which users can view this file. Must be set at the time of creation.
Original Stored as: Specify how the original copy of an imported file is stored (e.g. HMS Filesystem, disc, offsite).
Storage Reference: Record where the original copy is being stored.