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A "medical record group" is a collection of parts of the record, or categories. Think of these as virtual sub-folders inside each episode. As soon as an episode is created, regardless of the status that it is in, the episode's record groups will be available based on the Episode Type. Additional record groups can be created throughout the episode as you add documents and requests.
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More about the Medical Record Groups can be viewed on these page:
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There are two ways to add items to the episode: from the episode header, or from the right click "context menus" available on the episode. A context menu is a menu that changes depending on what part of the medical record you are clicking, or the status of the episode. For example, a pre-admission will have a Check In button, but fewer options otherwise.
Once an episode is opened, more items become available via the header.
The Right Click context menu will list all the available options for the episode when you click on the header, including hidden admin features if you have the privileges to see them.
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Context Menus are available depending on which parts of the medical record you are working with. Context menus open up via a right click.
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