---
title: How to add Document Types?
description: 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.
---

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January 23, 2026

# 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**

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---

### ✅ 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).

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