For a deficiency to be created on a document automatically, the document must belong to a Document Type configured for auto-deficiencies. Document Types are configured for auto-deficiencies in OnBase Configuration.
To configure Document Types for auto-deficiencies:
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In OnBase Configuration, select Medical | Deficiency Configuration | Automatic Document Type Deficiency. The Automatic Deficiency For Document Type dialog box is displayed.
The Available Document Types list displays all Document Types whose Document Type Groups have the Contains Medical Record Document Types check box selected.
- Select a Document Type from the Available Document Types list and click Add to add it to the Selected Document Types list. Repeat for all desired Document Types.
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Select a Document Type from the Selected Document Types list and click Settings. The Automatic Deficiency Settings dialog box is displayed.
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Under Create Deficiency at, select one of the following:
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Analysis —Select to have automatic deficiencies created when charts enter Analysis. This option is unavailable for Editable Transcription Document Types.
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Document Added to Chart —Select to have automatic deficiencies created when documents of the selected Document Type are added to the chart. This is the only option available for Editable Transcription Document Types.
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In the Page Number field, type the page number where the automatic deficiency should be applied.
Select Last Page to apply the deficiency to the last page of the document. The Page Number field is unavailable when Last Page is selected.
- In the X Position field, enter the distance, in inches, from the left side of the page where the deficiency should be applied. This value must be greater than zero.
- In the Y Position field, enter the distance from the top of the page where the deficiency should be applied. This value must be greater than zero.
- Repeat for all selected Document Types. When finished, click Save to exit the Automatic Deficiency Settings dialog box.
- When finished, click Close to exit the Automatic Deficiency for Document Type dialog box.