Users given permission to manage folders will be able to edit, add, or delete folders from the Upload Site. These folders will be able to be used to filter results on the Documents page within ICANotes. 

 Set Up:

1.  From the Chart Room, click the on Settings.

 

 

 

2.  From the Settings & Directories, page, click the  button.

 

 

3.  Enter your password. 

 

 

4.  In the Security Center, click the  button in the row by the user you would like to set up to manage folders.

 

 

5. Once on the user's settings, click the "Manage Folders on Uploads Site" field to toggle on. 

 

 

6.  Click the  button to save the new setting. 

 

 

7.  In the Security Center, click the  button.

 

 

8.  In Settings & Directories, click the  button to return to the Chart Room.

 

 

 

How to Manage Folders:

 

1.  Go to the Upload Site. 

 

 

2.  Enter User name and Password.

 

 

3.  Click the  link on the left. 

 

 

4.  This will bring you to the editing folders window.

 

 

 

Editing a Folder:

 

1.  In the dropdown menu, select the folder you want to edit. 

 

 

2.  Type in the name that you would like for the folder and click the  button.

 

 

3.  The folder will now have the new name. 

 

 

 

 

How to Add a Folder:

 

1.  In the dropdown menu, select "Create a patient document folder" (or Create a group form folder).

 

 

2.  In the second field, type the name of the new folder and click the  button.

 

 

3.  The new folder will now show.

 

 

 

 

How to Delete a Folder:

 

1.  Select the folder that you want to delete. Please note, the folder needs to be empty with all patients in order to delete it.

 

  

2.  Select the  button.

 

 

3.  When the warning pops up, select the  button.

 

 

4.  The folder will be deleted.

 

 

 

 

All changes made from the Upload Site will show on the Documents page. You will be able to filter new/edited folders.