DOCUMENTATION TABLES
This topics includes directions for the Document Categories, Forms Library, and Alert Levels
NAVIGATION: MAINTAIN menu > Master Tables > Documentation Tables
DOCUMENT CATEGORIES
If you have electronic documentation set-up in the system, this section can be used to group the forms by various categories, i.e., medical, incident reports, miscellaneous, etc.
VIDEO: How to Enter and Work with Document Categories
FORMS LIBRARY
If you have general forms that you want to make available to your staff, the forms can be scanned and saved to the system. Staff can then access the forms using the HELP > Forms Library menu in the system. To add a form to the library, follow these steps.
NAVIGATION: MAINTAIN menu > Master Tables > Documentation Tables > Forms Library
- Click the ADD FORM button on the top right of the FORMS LIBRARY SETUP dialog box.
- In the SELECT FILE field, click the paperclip and navigate to the file that you have saved on your computer.
- In the FORM DETAIL, add a code for the form and a description of the form.
- Click the UPLOAD FILE button.
- To delete a form, on the FORMS LIBRARY SETUP screen, click the DELETE icon on the form you want to remove from the library.
ALERT LEVELS
The system has an automatic alert process that is linked to documentation. The alert notices will be sent to the employee e-mail address listed in the Employee Master. The alert will also be displayed on the user's dashboard.
Typically, documentation needs completed on the day of service. If a staff person starts a note but does not complete it within 12 hours, the staff person will receive an e-mail. If still not completed after 24 hours, the staff and supervisor will receive an e-mail.
If you use the automatic alerts in the system, the levels need set-up in this area to drive the notifications. Horizon will work with you to ensure your alerts are set-up properly.
4/2021