This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
Follow the steps below to add a new Document Type.
- Click Administration
- Select Correspondence menu item.
- Select Documents.
- Select New button.
- Fill in the fields as per table below.
- Click Create Document Type button.
- The Document Type will be created and will be listed in the Documents screen.
Field | Description | Example |
Name* | Name for the document type. This doesn't display in the front end of CareRight. | Referral |
Description* | Description for the document type. This displays in the front end of CareRight. | Referral Letter |
Colour | Colour of the text on the Documents screen. Allows you to differentiate between different document types. Click on coloured square to select different colour. | #1143c4 |
Enabled (check box) | ·True (selected) - displays as a selectable document type in CareRight ·False (unselected) - does not display in CareRight | True |
*denotes mandatory field
