Document Types will need to be created for your organization if you will be downloading messages and/or using the Release function.
These Document Types will appear in drop-down lists within Intake and Release, eliminating the need for manual entry and ensuring integration with your patient chart, such as within an EMR. Please note that some integrated EMRs may pull in their own types to this list, directly from the EMR.
Document Types represent classifications used by your organization to organize documents within your patient chart for later retrieval, whether the patient chart exists within the EMR or in paper. As attachments are sent and received as part of a message, the attachments are classified with a document type that corresponds with your patient charts.
You will need to add the list of Document Types used by your organization. If your EMR already contains a list of document types, it is recommended that the same or a similar list be maintained in the system.
The system automatically provides a set of common Document Types for you upon activation of your instance. These document types may be edited or deleted.
To add additional document types, navigate to Settings > Document Types.
To add a Document Type:
Select the “+” sign located in the upper right-hand corner.
Enter the name of the document type. General classifications such as “miscellaneous” are not recommended. Document Types should never include personal information such as patient health information or provider information. The use of special characters such as - < > : ” / \ | ? . *. should not be included.
Select Save Changes and the Document Type will appear in the list.
Example of adding a Document Type.