Keywords and document types when linking documents

When you link or attach a document to a patient chart, we recommend that you assign keywords and/or a document type. These describe or categorize the document and make finding and filtering documents later much easier.

When you view the Documents tab of a patient's medical summary, you see the document's assigned document type and keyword(s). You can filter the documents by document type, or sort the list of documents by the keyword or document type columns. You can also perform practice searches to find patients who have documents in their chart that match specific keywords or document type (see Creating new practice searches).