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Adding Custom Document Type

CPS, C-EMR, PM

Last Post by Anonymous 1 second ago

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rdritchie

(@rdritchie)

Posts: 8

Active Member

Topic starter

I am looking for information on how to add a custom Document Type. We currently put all of our Consultant reports in the document type consultant reports. We would like to break our Colonoscopy reports into it's own document type for tracking purposes. Is this possible. And if so, is there a way to move existing document from one type to another in Centricity? Thanks for any help.

Don

Posted : February 1, 2016 11:51 am

kclohessy

(@kclohessy)

Posts: 24

Eminent Member

You can add a new document type to the EMR by going to GO - Setup - Settings and choose the + SYSTEM. Under system choose EDIT DOCUMENT TYPES. Click on NEW to create a New document type. I am not sure about merging previous data from one document type to another.

Posted : February 1, 2016 12:11 pm

tstevens0426

(@tstevens0426)

Posts: 65

Trusted Member

As far as I know, you have to run an inquiry by document type and you can break out the summary description if you get that grannular and then you can go to the patient highlight the document > Change properties and pick the new document type. If there is an easier way I would be very interested. We have had to do this several times and I am sure in the future, we will have to do this again.

Posted : February 1, 2016 12:53 pm

rdritchie

(@rdritchie)

Posts: 8

Active Member

Topic starter

Thanks for the responses. I will give it a whirl. I also have somebody that is supposed to have a way of moving the documents. If I get it, I will post it for you to help easily move documents to different types.

Thanks,

Posted : February 2, 2016 5:29 am

DavidShower

(@davidshower)

Posts: 1255

Noble Member

If you want to do it behind the scenes, your SQL statement would be something like

update document set doctype = x where statement to select all the documents you want to change

The number for the doctype will come from the doctypes table - the dtid field. Be sure to try it in a test environment first.

Posted : February 3, 2016 4:27 am

Marketing Committee

(@marketing_committee)

Posts: 358

Reputable Member

Second testing in a test environment first. Here is a script I'm working on to do the same thing. I make no guarantees or promises you need to test yourself but it does work fine in my test environment.

-- 1) Add new doctype to cps

-- 2) Find DTID of old doc type
SELECT *
FROM dbo.DOCTYPES
WHERE DESCRIPTION LIKE ''; --Old Doc Type here

-- 3) Look up How many documents we are going to change
SELECT *
FROM dbo.DOCUMENT
WHERE doctype =; --Old Doc Type here

-- 4) Backup rows about to be updated
SELECT *
INTO cus_document_DocTypeUpdate_PROJECTNAMEHERE_DATEHERE
FROM document
WHERE doctype = ; --Old Doc Type here

-- 5) Run and Roll Back Tran to check Row Count
-- 6) If rows as expected Run and Commit Tran
BEGIN TRAN;
UPDATE DOCUMENT
SET DOCTYPE = --New Doc Type DTID here
WHERE DOCTYPE = --Old Doc Type DTID here
--Commit Tran;
ROLLBACK TRAN;

-- 7) Reorganize Index
ALTER INDEX [DOCUMENT_SDID_DOCTYPE]
ON [dbo].[DOCUMENT]
REORGANIZE WITH ( LOB_COMPACTION = ON );

--Set Back if needed
UPDATE document
SET doctype = --Old Doc Type DTID here
WHERE sdid IN ( SELECT sdid
FROM cus_document_DocTypeUpdate_PROJECTNAMEHERE_DATEHERE )

Posted : February 3, 2016 6:54 pm

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