Set Up a Document Type

Set up a document type to hold the data you’re extracting from incoming documents. We start with a document type to handle patient referrals. You can use the same steps to create document types for any kind of data you anticipate working with.

1. Turn on the Document Checklist functionality.
   In Setup, search for Document Checklist Settings and switch the Checklist Items with Attachments slider to On.
2. Create the appropriate document checklist items for the information you’re working with.
   See Create a Document Checklist Item for details.
3. Create a document type to handle patient referrals.
   In Setup, find the Document Type page. Click New Document Type and give your document type a name, such as Patient Referral.
4. Assign the permissions users need to work with documents and forms.
   For patient referrals, these users typically are case managers or intake coordinators.
   1. Assign the Document Checklist license to the user or group that work with forms and documents.
   2. Assign the Document Checklist permission set to the user or group.

Note If you add a custom field to the Received Document object and make it a required field, you must set a default value for it. If you don’t, manual upload will fail.