Document Types can be used to classify and arrange forms and letters in patient records. With document types, it is easier to tailor forms and letters to match your practice's requirements. While adding documents to a patient record, you can efficiently organize them by assigning the appropriate Document Type. This simplifies the process and also eases the daunting task of information retrieval.
Let's explore how to add a document type and assign it to a patient profile.
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Add a Document Type
To add a Document Type, perform the steps below:
- Navigate to the System Menu > select Practice Settings > Document Types.
- Click +Add Document Type on the top right.
In the Document Types grid:
- Add the Document Type Name.
- Add the Description.
- Select the Show Document Type In as either Patient, Insurance, or both.
- Click Save.
Create the Document Form
To create a document form, perform the steps below. Click here to learn more.
- Navigate to the System Menu > select Practice Settings > Office Wizard.
- Click +Start from scratch.
A Create a new Form or Letter modal will appear, enter the following information:
- Select the Workflow Type as either Form or Letter.
- Enter the Name.
- Select the Intended Document Type.
- Select the Location.
Select the following options as needed.
- Add to Clinical Chart
- Add to Patient Onboarding Form
- Trigger a new form
- Retain answers from previously completed form
- Share by default to Patient Portal once completed
- Do not auto-share incomplete forms to Patient Portal
- Click Create.
Within the Forms & Letters Editor:
- You can drag and drop form components to create the Document.
- If you have created the desired outcome on the document, click Publish.
Watch this GIF for a quick recap.
Add Document to the Patient profile
Follow the steps below to add a document to the patient profile.
- Select the patient using the Global Search Bar.
- Click the +Form quick link.
An Add Form(s) modal will appear,
- Select the newly created form.
- Click Add Forms.
| Note: The linked Documents can be viewed in Patients Documents. |
- From the Patient Overview, click Documents on the left panel.
- Here, you will find the patient documents that have been added to the patient profile.
Practices can use this guide to learn how to add a document type and assign it to a patient profile.