How to Create a New Document Type and How to Add Documents in the Patients Screen

How to Create New Document Type

To create a new document for this title, navigate to:

Patient → Configuration → Document Menu

Here, you can view the list of all existing document types. You can also create a new one from this screen. Simply click the New button, enter the document type name, and select the category—either Administrative or Clinical and save that record .

How to Add Documents in the Patients Screen

There are two types of documents that can be added in the Patient Documents tab.

To add documents, navigate to the Patients module, open a specific patient record, and then go to the Documents tab.

1) Adding Admin Documents

To add an Admin document, navigate to the Patients module, open the required patient record, and go to the Documents > Documents > Admin.

Within the Documents tab, click the Add Line button. Select the Document Type, enter the Document Name, add any relevant Notes, attach the required Attachment, and then click Save to complete the process.

You can see below that the document has been added to the list.

2) Adding Clinical Documents

To add an Admin document, navigate to the Patients module, open the required patient record, and go to the Documents > Documents > Clinical.

You can see below that the document has been added to the list.