Document Type

The Document Type tool establishes the description types for the documents that are uploaded into the patient record using the Notes tool.

These documents are not clinical in nature and reflect the business side of the practice. Some sample categories are already included; they can be added to, edited, or deleted.

Please note that a category may not be deleted if any document in any patient record in any office is classified under that category.

To add a document type:

1. Select Document Type in the Misc Setups window.

   

2. Click the Edit button. In the bottom section, type a code in the Type Code field. This field is used for data storage.
3. Type the description in the Description field.
4. Click the Add button.
5. Click the Save button when complete.