When configuring Document Types that will be used to store reference documents, it is considered a best practice to not allow users to edit these Document Types. Doing so prevents conflict resolution from occurring when synchronizing folios.
When preparing a workstation to use the Integration for Netsmart Homecare and reference documents are part of your system configuration, it is considered a best practice to synchronize folios prior to allowing the user access to the workstation. Doing so decreases folio synchronization times for users.