Document Sorter takes the manual work out of managing incoming patient paperwork. Simply upload or forward documents and Lyrebird automatically sorts them to the correct patient file, ready for your team to review and file in seconds - freeing up time that used to go into admin.
To use this feature, please make sure your Lyrebird account is integrated with Best Practice and set up as an organisation in Lyrebird. Please contact our Support team if you require any assistance with this process.
How does Document Sorter work?
For the full step-by-step - from uploading a document to filing it in Best Practice - see Get started with Document Sorter.
How to create your Document Sorter account
What next?
Learn how to forward emails into Document Sorter using a dedicated email address by reading our email forwarding guide.
Set up the desktop app for the full benefits of document sorter
To learn how to link each team member to your clinic's Best Practice site (Halo site), set up document categories, and choose where each category is filed by default, see Assigning member access and Document Sorter settings for practice managers.
We’re here to help if you have any questions. See Contacting Lyrebird Support for how to reach us and what to include, or click the blue chat widget at the bottom right.