Document Management Item Types and Reference

Version 14.8

What Item Type Should I Select?

Document TypeOP Item TypeNotes
Consent form to use for entire practiceConsent FRM TMPLWill be available to select from the Consent Library.
Documents to appear on Portal such as: Vaccines Summary, School FormsForms
*If it is a statement, it will appear under Item Type: Statements
Any document that  has the Item Type as Forms will appear on patient portal.
Handout to give to patientsEducational HandoutWill be 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.GraphicWill be available to select from the Graphic tab while writing a note.
Insurance CardInsurance 
Patient PhotoPhoto IDWill appear on the Chart and the Register.
Documents transmitted from patient medical recordDisclosureWhen documents are transmitted by printing, Direct Messaging or fax, a copy of these items will be placed in the Item Type of Disclosure.

Linking Documents to Item Types

Document TypeOP Item TypeNotes
Diagnostic Test:Diagnostic TestAfter selecting :Diagnostic Test as the Item type, click in the Item category field to prompt the paperclip button. Click the paperclip button to view a list of the patient’s diagnostic tests available for linking. Select the checkbox for the appropriate test, and click OK. Marking the document as reviewed will also mark the diagnostic test as reviewed.
Referral Response or Transition of Care Document:Referral LetterAfter selecting :Referral Letter as the Item type, click in the Item category field to prompt the paperclip button. Click the paperclip button to view a list of the patient’s referral letters and transitions of care available for linking. Select the appropriate entry, or you can click +Add to add a new transition of care that will be added to the Referrals/Trans tab of the patient's chart.