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Home > FAQ > How to Add a New Document Type / Folder
How to Add a New Document Type / Folder
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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 

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