What Are Document Types?
Document Types represent classifications used by your organization to organize documents within your patient chart for later retrieval, whether the patient chart exists within the EMR or in paper. As attachments are sent and received as part of a Kno2 message, the attachments are classified with a document type that corresponds with your patient charts.
How to Use Document Types in Kno2
Document Types are required if you are downloading messages and/or using the Release function of Kno2.
They will appear in drop-down lists within Intake and Release, eliminating the need for manual entry and ensuring integration with your patient chart, such as within an EMR. Please note that some integrated EMRs may pull in their own types to this list, directly from the EMR.
Creating a List of Document Types
You will need to add the list of Document Types used by your organization. If your EMR already contains a list of document types, it is recommended that the same or a similar list be maintained in Kno2. Kno2 automatically provides a set of common Document Types for you upon activation of your Kno2 instance. These document types may be edited or deleted.
Add a Document Type
Navigate to Settings > Document Types.
Select the “+” sign located in the upper right-hand corner.
Enter the name of the document type.
General classifications such as “miscellaneous” are not recommended.
Document Types should never include personal information such as patient health information or provider information.
The use of special characters such as - < > : ” / \ | ? . *. should not be included.
Select Save Changes and the Document Type will appear in the list.
