The Ability to Edit Document Folder Types and Sub

The Ability to Edit Document Folder Types and Sub Types Within Accuro

Currently Within Accuro it is a very big job to change a Documents Folder Type from one to another, mainly because there is no way to Edit a Document Folder Type or Sub-Type. I believe it would be greatly helpful for many offices and would replace the current workflow of having to create a whole new type or sub type and leave the old one in the system.

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Jun 20 2016
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Accuro EMR / Documents

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Jaime Ducharme commented

March 04, 2019 19:56

This would clean up our system immensely if we were able to edit the types and sub-types. I understand why we can't inactivate sub-types that have been used - but it would definitely lead to more consistency in our filing if we were all using the same drop-downs.

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Guest commented

November 09, 2018 19:29

This feature would be a huge time saver.

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Guest commented

May 10, 2018 03:24

It would also be very nice if you could change the spelling or merge duplicates instead of having to create new. This would help to clean up items.

The other option is to be able to make Document Types and Subtypes Active or Inactive. This makes the listing shorter and easier to work with.

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Daniel Moon commented

May 11, 2017 16:23

The ability to Edit a Document Type name when selecting the pencil edit would be a huge time-saver, opposed to having to create a new Type > Transfer each patients charts from the old type to the new one patient-by-patient > Then going back to Type Manage and deleting the old one.

This could be solved with a simple:

Documents > Select Type dropdown > Manage > Select Type > Pencil Edit > Allow name of Type to be edited > Save/OK > Close.

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