Update README.md

Updated to add additional document types (Forms & Applications, Medical Financials)

README.md

@@ -27,7 +27,7 @@ Official documentation can be found here - https://docs.paperless-ngx.com/setup/
 * **Client Deliverables**: Final products, reports, technical documentation, or project handovers specifically created for and delivered to IT consulting clients.
 * **Contracts and Agreements**: Legally binding documents, including Master Service Agreements (MSAs), Statements of Work (SOWs), non-disclosure agreements (NDAs), and service contracts.
 * **Estimates**: Non-binding quotes, project proposals, or bids for potential IT consulting projects or home maintenance/renovation services.
-* **Invoices**: Formal requests for payment. Used for both Accounts Receivable (billing clients) and Accounts Payable (bills received from vendors).
+* **Invoices**: Formal requests for payment. Used for both Accounts Receivable (billing clients) and Accounts Payable (bills received from vendors). Strict financial requests; do not use for medical bills.
 
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@@ -37,6 +37,7 @@ Official documentation can be found here - https://docs.paperless-ngx.com/setup/
 * **Financial Statements**: Periodic summary statements from bank accounts, credit cards, brokerage accounts, or cryptocurrency exchanges.
 * **Tax Documents**: Official tax filings (e.g., 1040, 1120) and supporting documentation needed for audits for both the family and the business.
 * **Insurance**: Policy documents, declarations pages, and renewal notices for business (General Liability, E&O) and personal (Auto, Home, Life) coverage.
+* **Forms & Applications**: Official account forms, application paperwork, distribution requests (e.g., ESA or 529 withdrawals), change-of-beneficiary forms, and other administrative requests.
 
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@@ -44,8 +45,9 @@ Official documentation can be found here - https://docs.paperless-ngx.com/setup/
 *Life management records for the family.*
 
 * **Vital Records**: High-sensitivity "once-in-a-lifetime" documents essential for identity and legal status, such as Last Wills and Testaments, Passports, Birth Certificates, and Marriage Licenses.
-* **Medical Records**: Clinical health-related documents including lab results, imaging reports, doctor's visit summaries, and immunization records.
+* **Medical Records**: Clinical, health-focused records including lab results, imaging reports, doctor's visit summaries, and immunization records.
-* **Property Records**: Documentation related to real estate, including deeds, mortgage statements, property tax assessments, and closing disclosures.
+* **Medical Financials**: Health insurance Explanation of Benefits (EOBs), medical provider bills, and healthcare claims statements. *(Note: Store actual payment receipts under "Receipts" with a medical tag).*
+* **Property Records**: Documentation related to both primary and investment real estate, including deeds, leases, tenant records, mortgage statements, property tax assessments, HOA disclosures, and closing documents.
 * **Utility Bills**: Statements for recurring service expenses such as electricity, water, internet/fiber, gas, and trash collection.
 * **Vehicle Records**: All documents related to transportation, including vehicle titles, registrations, and maintenance/repair logs.
 * **Employment Records**: Personal career-related documents such as paystubs, tax forms (W-2), offer letters, and performance reviews.
@@ -55,7 +57,7 @@ Official documentation can be found here - https://docs.paperless-ngx.com/setup/
 ## 📦 Miscellaneous Support
 *Reference materials and proof of purchase.*
 
-* **Receipts**: Proof-of-purchase for point-of-sale transactions, retail store slips, restaurant tabs, or travel-related expenses.
+* **Receipts**: Proof-of-purchase for point-of-sale transactions, retail store slips, restaurant tabs, medical co-pays, or travel-related expenses.
 * **Warranties and Manuals**: Product registration cards, warranty period confirmations, and instructional manuals for appliances or IT hardware.
 
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