Version 20.4
What Item Type Should I Select?
| Document Type | OP Item Type | Notes |
| Consent form to use for entire practice | Consent FRM TMPL | Available to select from the Consent Library. |
| Documents to be displayed on the portal such as: Vaccines Summary, School Forms | Forms *If it is a statement, it is displayed under Item Type: Statements | Any document that has the Item Type as Forms is displayed on the patient portal. |
| Handout to give to patients | Educational Handout | Available to select from Assess/Plan and to add to a template. |
| Image you would like to be able to annotate for a specific patient. | Graphic | Available to select from the Graphic tab while writing a note. |
| Insurance Card | Insurance | |
| Patient Photo | Photo ID | Displayed in the patient chart. |
| Documents transmitted from patient medical record | Disclosure | When documents are transmitted by printing, Direct Messaging or fax, a copy of these items is placed in the Item Type of Disclosure. |
Click here for more information on linking a scanned item to a Diagnostic Test.
Click here for more information on linking a scanned item to a Referral.
