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How to add Document Types?

Document Types allow you to create categories for grouping similar patient documents under a single type. Once configured, you can upload and store patient documents under the relevant Document Type, ensuring organized record keeping and easy access for future reference.

📍 Navigation

Control Panel → EMR Settings → Document Types

⚙️ Step 1: Set Up Document Types

Before uploading documents in the patient file, document types must be configured in Helix.

  1. Navigate to:
    Control Panel → EMR Settings → Document Types

  2. Click + Add

  3. Enter the Document Type name

  4. Click Save

✅ Your new document type will now be available while uploading patient documents.

⬆️ Step 2: Upload Documents in the Patient File

Once document types are created, you can upload documents under the relevant type.

  1. Open the required Patient File

  2. Go to Documents

  3. Click Upload

  4. Select the relevant Document Type

  5. (Optional) Add Expiry Date and Details

  6. Click Choose File

  7. Click Start Upload

  8. Click Submit

📁 Supported File Types

Helix supports uploading the following file formats:

  • PNG

  • JPG

  • PDF

  • BMP

  • MP4

👀 Step 3: View & Manage Uploaded Documents

You can view and manage uploaded documents directly from the patient file.

  1. Go to Documents

  2. Click View

  3. Documents will appear grouped by Document Type

  4. Open the document to view it

  5. If required, click Delete (top-right)

  6. Click Close

✅ Pro Tips

  • Create document types based on your clinic’s workflows to keep the patient file well-organized.

  • Use document grouping to quickly locate frequently used records like IDs and insurance documents.

  • Use Expiry Date to track documents that may need renewal (e.g., insurance cards, eligibility proofs).