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How do I add custom document types to the medical record for uploading files?

  • Updated

Document types allow you to create custom groups in the patient's medical record when viewing by Groups.

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  • Go to Menu > Settings > Practice Setup > Document Types.
  • In the Medical Record Document Types window click on the link Add Medical Record Document Type.

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  • Enter the name and click Save.

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  • Go to the patient medical record and the new section will be listed in the view by groups tab.

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  • To upload information to the section, use the Add links.

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