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At the moment, in order to group documents, forms, and templates together by category when viewing them in the virtual chart, we have to include the category in the name of the form so that they are at least close by when alphabetized by "Type". This results in very long form names, and extra work when configuring table colours, and its frustrating having to have different filing methods for things scanned versus forms/templates - especially since a lot of what is scanned in is the same type of form from before we went paperless!
For example, we have a number of different forms grouped under "Mental Health" in the Form Editor's category section, but in the virtual chart they are listed by the name of the form, so we have the Generalized Anxiety Disorder form and the Personal Health Questionnaire form filed miles apart! To make it easier for the doctor to find all things related to Mental Health, I have had to name the forms Mental Health: Generalized Anxiety Disorder and Mental Health: Personal Health Questionnaire, and then have had to individually specify each form in the list of custom table colours.
TL;DR
Could we please have the same fields for all three? If Documents, Forms, and Templates could all have Type, Subtype, and Description fields, that would be wonderful. Like so:
Virtual Chart View:
Type = Document/Template Type, Form Category
Subtype = Document Subtype, Form/Template Title
Description = an empty field for all three would be very useful!