All CollectionsBp PremierBp Document SorterBp Document SorterEverything you need to know about our document sorter feature.7 articlesBest Practice Document SorterUpload clinical documents and Lyrebird automatically sorts them into the right patient file in Best Practice — no manual filing needed.Setting Up Document Sorter: Assigning member accessAdmin guide for linking each member to the correct Best Practice HALO site (and optional clinics) so Document Sorter routes documents correctly.Set up email forwardingForward the emails your clinic receives documents in straight into your Document Sorter queue.Reviewing and filing documentsHow to check what Lyrebird found, choose where a document goes, and send it to Best Practice.Document Sorter settings for practice managersSettings practice managers use to control categories, routing, destinations and access for Document Sorter.Troubleshooting Document SorterFixes for the most common Document Sorter problems, from oversized documents to missing patients.Document Sorter Plans, trial and billingDocument Sorter plans, pricing and how billing works.
