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Configuring patient file names
Configuring patient file names
Updated over a week ago

You can easily create patient file names and associate them with file tags. This is really helpful when dealing with incoming documents such as patient-specific faxes or lab results, improving efficiency and standardization.

📌 Note: Users must have the Patient settings permission enabled. Refer to User permissions for more information.


  1. From the main menu, click Settings > Patient File.

  2. To add a new file name, click + New file name. Type the file name and select the file tag(s) that best associate the file name. Click Save.

  3. To edit a file name, click the desired file name to edit. The Edit file name window appears. Edit or update the file name and click Save.

  4. To delete a file name, click the X that appears beside the file name.

Updated April 10, 2023

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