How to Create a Document Type (Work Type)

Summary

In this guide, you will learn how to create a Document Type.    You will be able to place each Document Type into a specific Document Category under a facility.   
 
Overview

Document Types (also called work types) provide a structure to define workflow settings, speech recognition parameters and templates.  Authors typically specify a Document Type when submitting a dictation.

You will need the following before you begin:

• An Administrator login ID and password for the IMC.  

Tasks:

• Log in to the IMC at www.InfraWare.com/IMC.

• Select Document Types on the Document Config tab.

• Click New Document Type. 

• Choose the Document Category from the drop-down menu or Choose New to create a new Document Category
• Enter the Name of the new Document Category

• For Description, enter a unique name for the Document Type.   
• Document Type ID:   Enter a unique identifying number which the author/physician will enter as the work type at the beginning of his/her dictation.   
• External Work Type ID:   Enter the work type number that corresponds with your facility’s identifying work type number. 
•  Document Template Initials:   Enter a unique set of initials for the Document Type for reporting. 
• Template:  Choose from the drop-down menu the corresponding template created using the InfraWare Template Editor (ITE).  See Knowledge Base article #227 , How to Create a Template.  This can be left at ‘none’ if the template isn’t created yet.
• Normal priority turn-around time in minutes:  Enter the number of minutes (i.e. 48 hours = 2880 minutes) turnaround time for this Document Type.   Then check whether you would like to exclude Saturday and Sunday in that turnaround time.    
• STAT turn-around time in minutes:  If jobs ordered STAT require a different turnaround time, enter that here.  If the same, enter  same as above.  (Do not leave blank.)  
• Automatically STAT:  Check this box to automatically promote all jobs of this Document Type to STAT. 
• User Defined Fields:  Click on the arrow to the left to define any user defined fields (UDF) for this Document Type. 
• QA Settings:  Click the arrow next to this to setup QA Requirements and Authorizations for this Document Type. 
• eSign-Off Settings:  Click the arrow to set up eSign Requirements and Authorizations for this Document Type.  
• Override author First-Draft settings for jobs of this type:  Click this box if you are not using Speech Recognition for this Document Type. 
• When you are done with this Document Type, Click the Save button.

Document Type Template Video

Assigning Document to Type Video