Configuring Deficiency Note Types - DeficiencyPop - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

DeficiencyPop
Platform
OnBase
Product
DeficiencyPop
Release
Foundation 23.1
License
Standard
Premier

The following procedure provides guidelines for assigning Note Type privileges and icons. For detailed information on configuring Note Types, including User Group Note Type privileges, see the Configuration module help.

Tip:

Medical Records Notes Types have the MedRec- prefix to distinguish them from other OnBase Note Types. You can rename a Note Type by double-clicking its name in the Note Type Configuration dialog box. For example, you can change the name of MedRec-Not Approved Signature to Missing Signature.

Note:

Medical Records notes (deficiencies) are displayed on all revisions of a document. Non-burned deficiencies cannot be viewed in the OnBase Web Client in HTML mode.

To configure deficiency Note Types:

  1. Assign icons to each MedRec Note Type. A large and small icon must be assigned to each Note Type used to create or complete deficiencies.
  2. Ensure the MedRec-Approved Edit Transcription and the MedRec-Not Approved Edit Transcription have the same icon assigned.
  3. Assign Note Type privileges to users. Their Create, View, Modify, Delete privileges must be sufficient for users to perform their duties.

    For example, you may want to give reanalysts all privileges for all Note Types except for MedRec-Approved Signature, because once a physician signs a document, you do not want to give a reanalyst the ability to delete the signature.

    Guidelines for deficiency Note Type privileges are provided in the following table:

    User Type

    Note Type Privileges

    Administrators

    Grant all Note Type Privileges.

    Analysts

    Grant all Note Type Privileges.

    Note:

    For Missing/Incomplete Form Note Types, the analyst group should have at least Create and View rights while the remaining user groups may have View rights.

    Coders

    Grant Create and View Note Type Privileges

    Physicians

    For physicians, configure the following Note Type Privileges:

    • For all MedRec-Approved Note Types, grant only the Create and View privileges for physician and secondary signer User Groups.

    • For Approved Dual Signature, grant Create and View privileges to physicians only. Grant the View privilege to secondary signers.

    • For Partial Dual Signature, grant Create and View privileges to secondary signers only. Grant the View privilege to physicians.

    • For all remaining deficiency Note Types, grant only the View privilege for physician and secondary signer User Groups.

    • See Available Deficiency Note Types for a list of all MedRec Note Types.

    Chart Search

    Grant View Note Type Privileges
  4. Configure print settings as needed. See Configuring Print Settings for Deficiency Note Types.