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Set up Identification Types

Who does this: hospital administrator Where: General Masters › Other Masters › Identification Types

An identification type is a kind of identity document, such as Aadhaar, Passport, Driving License or a health scheme card. Staff pick from this list when they record a patient's identity document. The list comes pre-loaded, so you only need this screen to add a missing document type or change the order.

The Identification Types list with codes, names, display sequence and status

Add an identification type​

  1. Go to General Masters › Other Masters › Identification Types.

  2. Click Add. The form opens on the right. The empty identification type form

  3. Fill in the fields:

    FieldWhat to enterRequired
    Identification Type codeFilled in automatically when you save.—
    StatusLeave on Active.—
    Identification TypeThe document name, for example Voter ID.Yes
    Country (blank = all countries)Pick a country to offer this document only for that country. Leave it blank to offer it everywhere.No
    Display SequenceA number from 0 to 100 that sets the document's position in the list.No

  4. Click Save. You return to the list and the new entry appears in it.

Change or deactivate an identification type​

  1. In the list, click the ⋮ button at the end of the row and choose Edit. The row menu with the Edit option
  2. Change the fields you need. To stop offering it, switch Status to Inactive.
  3. Click Save.

Entries cannot be deleted from this screen. Make them Inactive instead.

Good to know​

  • Use Country for documents that only exist in one country, such as a national ID card, so staff elsewhere do not see them.
  • Display Sequence accepts whole numbers from 0 to 100 only.
  • Use the filter and sort icons in the column headers to find an entry quickly.
  • Click Cancel or × to close the form without saving.
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