Here's my scenario:
We have a folder called Outside Medical Records, and we have a folder called lab results. The Outside Medical Records contains entries that are complete histories of for a patient at a particular institution.
Our folks go through this history, and find where the lab tests reside (let's say that's page 46-48).
Task #1: I'd like to keep the original document intact and leave it where it is, but I'd like to create an entry (preferably a shortcut or a link, and not a copy of the pages) in the Lab Results folder, assigned with metadata, like date of service, that will reside within the Lab Results folder.
Task #2: If possible, I'd like to remove this shortcut or link once the service date for this particular document or page exceeds one year.
Any thoughts to an approach?
Thanks,
Adam