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Document types let you organize patient documents into meaningful categories like “Lab”, “Image”, “Report”, or any custom label your clinic needs. When staff upload a document, they select a type from a searchable list. Patients can then filter their documents by type on the patient page. Your clinic comes with several built-in types: Lab, Pharmacy, Image, Report, Other, Consent, and Note Upload. You can add as many custom types as you need.

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Add a Document Type

New document types are created inline when uploading a document:
1

Upload a Document

On a patient’s Forms & Documents tab, click Upload Document.
2

Search or Create a Type

In the Document Type field, start typing. If the type you need doesn’t exist yet, an Add option appears at the bottom of the list.
3

Select the New Type

Click the Add option. The new type is created and selected automatically.

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Filtering Documents by Type

On a patient’s Forms & Documents tab, a type filter appears next to the Documents heading whenever the patient has documents. Select a type from the list to show only documents of that category, or choose All types to see everything.