Masters Document Types

These are categories of documents: contracts & assessments, assessments, care deliveries, templates, and more. Types are either system-defined or user-defined.

  • System Defined: These are managed by Pavillio. You cannot view, change, or delete these.

  • User Defined: These are added and maintained by your agency. Use the Pencil and Trash can icons under the Actions column to edit and/or delete.

  • Contracts & Agreements

  • Assessments

  • Care Delivery

  • Care History Export

  • Client Extended Info

  • Configuration Documents

  • External Source

  • General

  • Identification

  • Medical Tests & Other Documents

  • Profile

  • Template Community

  • Template Private

  • Template Standard

  • Visit Related

  1. Go to Administration > Masters > Document Types.

    Masters Document Types

  2. Click the Add Document button.

    Add Document Button

  3. Complete fields in the Add Document window.

    Add Document window

    If Allow Multiple is set to No, new documents of the same type will overwrite existing ones. To keep multiple documents of the same type (e.g., for different years), set Allow Multiple to Yes.

  4. Click Save.