Add Document Types that correspond to the Category List in ICANotes.
The following list should be added from Settings > Document Types.
- Assessment Tools 
- Case Management 
- Consents and Legal Forms 
- Continuity of Care 
- Correspondence 
- Current Orders 
- Disability 
- Insurance Information 
- Intake Forms 
- Lab 
- Miscellaneous 
- Patient Records 
- Photos 
- Prescriptions 
- Click the "+" sign and enter the name of the document type. 
- Select Save Changes. 
- Remove any unnecessary Document Types by clicking the trashcan icon. 
 

