The Document Types or Folders listed on the left for organizing Patient Documents is just a List.
To Add or Edit these, go to Admin -> Lists -> List Item Entry
Choose the "Document Type" List on the left then either scroll to the bottom (blank row) to add a new one or click on the Name cell and make your changes
When entering a new List Item (Document Type/Folder) in this list in particular, be sure to select the following column values:
- Medical Indicator: Medical (by default sends an automated message to providers) or Non-Medical (by default does not send an automated message to providers)
- Restricted Access: Not Restricted (no special privilege is required to view these documents) or Restricted (the privilege "Access Restricted Medical Records" is required to view these documents)
- Show in Portal: Show which exposes any document under this type to patients on their portal or Do Not Show which hides them from the patients on their portal