When using the CHR AI-powered inbox management feature, and you update the document information (File name), the system automatically applies file tags if an AI-suggested file name matches your configured clinic file name. This saves time and ensures consistent tagging across your clinic's documents.
Consider naming your clinic file names the same as the AI suggested file names. This can improve the efficiency of your document management process. Refer to Configuring patient file names.
Below are the categories and file names the AI system uses to suggest names for your documents:
Category | Patient file name |
Report | Social Work Home Care Mental Health Provider Letter Consult Report Progress Note Long Term Care Allied health Hospital Admittance Discharge Summary ER Report OR Report Immunization |
Diagnostic | EEG ECG Sleep Study Pulmonary Function Test Bone Density Stress Test Colonoscopy ECG Spirometry MRI Mammogram Ultrasound Echocardiogram X- Ray CT Nuclear Medicine Bone Scan PET Scan |
Lab | Pathology Fit Test Blood Results Pap Results Biopsy Urine Test Stool Test Covid Results |
Communication | Insurance Worker's Compensation Invoice Consent Form Legal Document School |
Referral | Referral Letter Referral Acceptance Referral Rejection Request for Service |
Pharmacy | Renewal Request Dispense Notification New Prescription Request Special Authorization Request |
Created March 10, 2025