These categories can be set at the company level (to apply to multiple communities) or tailored for individual communities. Follow the steps below to add new Document Export Categories in PointClickCare:
1. Navigate to the Online Documentation Storage Categories
Log into PointClickCare.
Go to the top navigation menu and click:
Admin > Setup > Online Documentation Storage Categories.
2. Add a New Export Category
On the Online Documentation Storage Categories page, click the "New" button.
Fill in the following fields:
Description: Enter the name of the document category (e.g., “Admission Documents” or “Clinical Forms”).
Scope: Choose Corporate if it should apply to all communities or Facility for a specific community.
Click Save.
3. Editing Categories
After saving, the new document export category will appear in the list alongside existing categories.
You can edit or delete categories at any time using the edit or del links next to each entry.
Once you’ve created or updated the export categories, Senior Sign will automatically import these from PointClickCare.
If you have questions or run into any issues, feel free to contact our success team for assistance!