Manage Topic Categories and Subcategories

Working with topic Categories and SubCategories to group and organize information in topics. A series of Items (Services, Notes, Measurements, Tests, Scales, or Supplies) may be grouped into like Categories and SubCategories. It is important to group items logically so that other clinical users can find needed documentation elements when using the topic. All Areas, Categories, Sub-Categories, and Items must be uniquely named.

Adding a New Category

New Categories may be added to any topic Area with All Topics selected. To add a new Category to an Area, right click on the Area, hover your cursor over Insert, and click Category as illustrated here:

After the Category is created, it will appear at the bottom of the Topic Items in the Area. Enter the name of the new Category being created:

Adding a SubCategory

New SubCategories may be added to a Category with All Topics selected. You can add a new SubCategory by selecting the Category and clicking the SubCategory F4 button, or by right clicking on the Category, hovering your cursor over Insert, and clicking SubCategory as illustrated here:

Adding New Items to Categories or SubCategories

You may add a new note, test, measurement, or scale item to a Category or SubCategory by clicking on the one of the item buttons as illustrated here:

You may add a new note, test, measurement, or scale item with a right click shortcut:

Then enter the detailed information about the topic item, as illustrated in this example:


You can drag and drop Items or groups of items to reorder them within the Topic Tree.

In this example, the SubCategory General Health Questions is being reordered within the Medical History Category.

Moving Documentation Items

Documentation items may be dragged from their existing Category to any other Category or SubCategory. Here is an example of moving a set of Note items from one Category to another.

Click here to move×