Set a Document Type

Overview

Steps

1. Click Inbox.
2. Open the document.
3. Click the document type in the header.
4. Enter text in the search box if you want to narrow the list.
5. Click the correct document type.
6. Review the updated document type in the header.

Troubleshooting

• If you cannot change the document type, then the document may already be imported to the electronic health record (EHR).
• If the document is a text message or voicemail, then the type may be fixed and not editable.
• If the document type you want is not found, it may not be enabled for Inbox. You will need to ask your manager.