SSMT: Document Type

Description

The document type spreadsheet allows you to load or edit document types in TouchWorks. The clumn desciptions are below and are based on 11.0.1

Column Descriptions

• Document Code - this is the entrycode of the document. If this is an interfaced document, this should be a value that your transcription vendor is sending so it'll match in the interface. If not interfaced, this can be any value you'd like.

    Limitations:  10 characters
    Storage:  Works.dbo.Document_Type_DE.EntryCode

• Document Name - This is the Display Name of the document that will be seen in ChartViewer.

    Limitations:  255 Characters
    Storage:  Works.dbo.Document_Type_DE.EntryName

• EntryMnemonic - This is the EntryMnemonic or the document. Typically the same value as the code, but can be used as a secondary identifier.

    Limitations:  10 characters
    Storage:  Works.dbo.Document_Type_DE.EntryMnemonic

• Signature Authority - This is the required signature authority for a document type to be finalized. This is the EntryName of the Signature Authority Dictionary (Works.dbo.Signature_Authority_DE) and is a value of 0 - 10. When setting this value ensure that you leave room for adjustment in the future, meaning don't use 10 or 1 initially unless absolutely necessary.

    Limitations:  0 - 10 Must be equivilant to an EntryName in Signature Authority dictionary
    Storage:  Works.dbo.Document_Type_DE.ReqSignatureAuthority_DE  Gets translated to the Dictionary ID

• Prompt for Signature FLAG - This is the field that tells the system if it should prompt for further signature. This will only occur if the user does not have the finalization authority to complete the note. This is typically used in a Resident scenario when it does need to be signed by a supervising physician.

    Limitations:  'Y' or 'N'  Bool      
    Storage:  Works.dbo.Document_Type_DE.PromptForSigFLAG

• Document Content - This is asking for the Manifestation of the document or the type of document.

    Limitations:  Must be one of the following entries:
    HTML - V10 Structured Note 
    FRM - Form for Forms MD
    NOTEFORM - V11 Structured Note 
    RTF - Unstructured Document, Interfaced documnets
    RTFXML - 
    TIF - Scanned Image for ImpactMD
    Storage:  Works.dbo.Document_Type_DE.DefaultPhysicalManifestationDE - This is translated to the dictionary ID

• Workflow - This is the wokflow value set for the document type. Electonic Signature means that it'll create a Sign Note Task when interfaced if the owner is setup as an electronic workflow user and it will be in an editable status. Electronic Verification menas that a Verify Note task will be created if the owner is an electronic user and it will be in an editable status. Non Electronic means that no task will be created and the document will be interfaced in a "Final-Receipt" status and will be in an uneditable state.

    Limitations - Must be one of the following Values:
    ES - Electronic Signature
    EV - Electronic Verification
    NONEW - Non Electronic
    Storage:  Works.dbo.Document_Type_DE.WorkFlowTypeDE - This is translated to the dictionary ID

Workflow CreateTaskOnAmendFLAG DifficultyFactor DisplayNoteIconOnSchedFLAG IncludeInUnsigned AutoCCFLAG eReplyFlag PromptforSigOverrideFLAG IsScanResultFLAG IsLetterFLAG CreateReferringProviderNotificationTaskFLAG CreatePatientNotificationTaskFLAG CreateReviewCoveredNoteTaskonFinalizationFLAG AmendOnAnnotationFLAG AmendOnEncounterChangeFLAG AmendOnCCAddedFLAG AmendOnNoteOwnerChangeFLAG NoteVisibility DocumentTypeParentID IsInactiveFLAG Owner_Authority Displayname Create

SP Calls

Extract Data: IMPGetDocumentType