Forms Not Appearing When Adding Document

When clicking Add Document, certain forms, documents, or visit notes may not appear in the list. This is often due to form settings related to activation status or discipline visibility.

Things to Check:

1. Check if the Document is Active

• Navigate DOCS > Document Settings
  
  
• Click Options and uncheck “Show Active” to display all documents (active and inactive).
  
  
• Use the search bar under the Name column to find the specific document.
  
  
• If the document is Inactive:
  
  
  • Double-click to open it.
  • Adjust the "Effective To" date to a future date.
  • Click Save to activate the document.
    
    

2. Check Discipline Access Settings

• Still under: DOCS > Document Settings
  
  
• Double-click the document to view its settings.
  
  
• Scroll to the Classifications section and verify that the form is assigned to all relevant disciplines (e.g., RN, PT, MSW).
  
  
• If a discipline is unchecked, users in that role will not see the form.
  
  

Reminder:

Only documents that are active and properly assigned to a user's discipline classification will appear in the "Add Document" menu.

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Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.