The following rules apply to Signature and Edit Transcription deficiencies that are automatically created using the Automatic Document Type Deficiency options:
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If a chart contains multiple documents belonging to an auto-deficiency Document Type, a Signature or Edit Transcription deficiency is placed on each document.
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COLD and DIP processes respect the configuration for auto-deficiency creation. If documents imported using COLD or DIP should be excluded from auto-deficiency creation, select the Do Not Add Automatic Deficiency processing option for the COLD or DIP process. This option is available on the Medical tab in the Process Settings dialog box.
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If documents will be imported or added to charts through the OnBase Application Server or OnBase Workflow, then the users performing these actions must be assigned the Create privilege to the Note Types for automatic deficiencies. Otherwise, the deficiencies will not be created.
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Deficiencies are assigned to physicians based on the Responsible Physician value on the document. See Expected Outcome Based on Responsible Physician Value.
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If Enable Deficiency Correction Queue is selected in Unity Settings, then OnBase will create an Add Deficiency correction task for each deficiency that fails to be auto-created. Correction tasks are addressed in the Medical Records Unity Client.
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Deficiencies are not created if the chart doesn't require Analysis, unless the document is added as a loose document, and its Document Type is configured to override Admit Type settings for Analysis.
Additional rules apply only to auto-created Edit Transcription deficiencies. See Additional Rules for Automatic Deficiencies on Transcriptions for more information.