Health Report Manager (HRM) reports contain metadata that describes the report type. However, sending facilities often use different terms for the same type of report, which makes organizing reports difficult.
Auto-categorization lets you create rules (mappings) that connect HRM report metadata to file tags. You can create mappings for medical reports based on sending facility and subclass. For diagnostic imaging, you can also include an accompanying subclass level. For example, mapping “X-ray” and then a more specific type like “Chest X-Ray.”
Once set up, reports are automatically organized in your CHR.
📌 Notes:
To configure auto-categorisation, you need the OntarioMD settings permission.
Once you configure auto-categorizations, they only affect reports moving forward. They do not affect reports that were reviewed already.
Refer to Categorizing lab reportsfor instructions on manually categorizing reports.
Steps
1. Find report metadata for mappings. To create accurate auto-categorization rules, you need to know the report's metadata. To find this information:
a. Open the HRM report from your Inbox or Patient Files.
b. View the report name to find:
Class: The general report type shown before the hyphen (e.g., "Diagnostic Imaging Report" or "Medical Records Report")
Subclass: The specific category shown after the hyphen (e.g., "E^Echocardiogram" or "^108 Office Progress Summary Rheumatology")
📌 Note: If the report name shows only the Class without a SubClass, the system uses the Accompanying Subclass fields to create a name. For example: "Diagnostic Imaging Report - US / IMG8575 / US PELVIS W ABDOMEN LIMITED"
c. In the bottom right, click Details and locate the following fields:
Accompanying Subclass: Additional classification details for diagnostic imaging, which includes three components:
Accompanying SubClass (e.g., "US")
Accompanying Mnemonic (e.g., "IMG8575")
Accompanying Description (e.g., "US PELVIS W ABDOMEN LIMITED")
Sending Facility ID: The numeric ID of the sending facility
2. Configure mappings.
a. From the main menu, click Settings > OntarioMD > Categorization tab.
b. Beside Mappings, click +Add Mapping. The Add mapping window appears.
c. Add Conditions.
Field | Description |
Class, Sub-Class, Facility | Select Class, Sub-Class, or Facility.
📌 Note: For more specific mappings for diagnostic imaging, first add Class and Sub-Class conditions, then add Accompanying Subclass or Accompanying Mnemonic as additional conditions. |
Condition | For Class and Facility, select Equals. For Sub-Class, select Includes. |
Value | For Class, click in the field and select one from the list.
For Sub-class, enter the text from the report name. For example: ^108 Office Progress Summary Rheumatology.
For Facility, enter the numeric Sending Facility ID. For example 1234. |
⚠️ Important: When entering values in your mapping, they must match exactly what appears in the report name or Details section (including special characters like ^), or the tag will not be applied correctly.
d. To add another condition, click +
e. To remove a condition, click X beside it.
f. Click in the Tag field and choose a pre-configured file tag to apply when the conditions are met.
💡 Tip: To create new file tags, refer to Configuring file tags.
For example, if HRM sends a rheumatology consultation report with the title: "Medical record report -108^Office Progress Summary Rheumatology," configure the mapping as follows:
g. Click Save. The new mapping appears in the Mappings list.
h. To remove a configured mapping, click the Delete Mapping icon.
i. To edit a configured mapping, click the Edit Mapping icon.
Updated April 8, 2026