How to Create / Assign a Document Type
Written by Amelia Boyer
Updated at May 8th, 2025
Table of Contents
This feature is only available for the Admin Provider and Provider User.
How to Create / Assign a Document
This tutorial will walk you through creating a new document type for your account that can be assigned to a Patient profile.
Your account will automatically populate with the SCAT-6, SCOAT-6, VOMS, Concussion Symptom Checklist, and Informed Consent for Telehealth Services. These document types will be only available for providers to complete on the patient profile.
Please Note: Terminology is different based on your setting. For example, a setting may use Organization as Location, Patient instead of Athlete, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same.
Video Tutorial:
Step-By-Step Tutorial:
- Select the Documents Tab on your left navigation
- Select Document Types
- Select ADD
- Title your Document type
- Input directions for the user completing the document if desired
- Input an expiration date if this is a recurring document
If you intend to update your documents annually, be sure to set an expiration date. To learn more, read Managing Documents: Year 2 and Beyond
- Check the box if you'd like to mark this document as Required
If you intend to have your document become a recurring document, select required and always set an expiration date. Expirations will start pushing 30 days before the set date.
- Check the box if you'd like the document to be reviewed post-document completion. If you check this box, you will need to set Who Can Review: Health Care Provider, Organization User, Team User
Signatures created on the form builder can now be "Required". If you are placing signatures on your document we still suggest when creating your document type to select "Require review and approval after upload" to ensure a signed document by all parties.
- Next, select how you'd like to attach your form to your Document Type. You can select a form from the form builder if you've created any, or you can add a downloadable template.
- Select if you'd like to notify the primary when a document is missing as well as if you'd like to notify the primary when a document is expiring or expired. You will also want to set the notification frequency.
- Set the User Access. This determines who is able to view or add documents of this type
- Set the Document Types Organization Assignment. You are able to assign to all Organizations by checking the box or Selecting specific organizations from the drop-down.
- Select SAVE
