Copying Document Activity Profiles (Generic)

Anytime you create a new specialty in iMedConsent that contains consent categories, you must assign a Document Activity Profile (DAP) to it. You will have to create separate profiles for Basic and Step By Step consents. The easiest way to do this is to copy an existing DAP and rename it. Here are the steps:

1. Open iMedConsent and select Maintenance -> Preferences -> Document Activity Profiles
2. Select an existing DAP from the dropdown box at the top of the screen.
3. Click the "Copy" button at the bottom of the screen.
   
   
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4. In the "Profile Name" box, type in the name of the new Specialty (make sure to leave the text "Consents – Basic")
   
   
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5. Click the "Assignments" tab. De-select the assignments from the copied DAP and select the new assignments for the new specialty.
   
   
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6. Scroll down and click the gray folder next to your new specialty to view all the categories. Click the box next to the categories you want this DAP assigned to.
7. Next, click the Medical Record tab. This is where we will assign the note number (which references the note title you want) as well as the Process Option (options for displaying the progress note and image). The note number is internal to your EMR system and represents the note title you want assigned to this DAP.
   
   
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