Configuring a Physician Query Form - DeficiencyPop - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Premier - Standard

DeficiencyPop
Platform
OnBase
Product
DeficiencyPop
Release
Foundation 23.1
License
Premier
Standard

To configure a physician query form:

  1. Create an HTML form for each type of query form that should be available to coders. See the following for an example of a form.

    • Ensure the HTML form meets the criteria provided under Medical E-Form Template Requirements.

    • Any form fields that are mapped to chart metadata (e.g., patient information) are automatically populated when the form is created.

    • It is considered a best practice to exclude Submit and Save buttons on physician query forms. Physician query forms are automatically saved by the Medical Records Unity Client. Users may misinterpret a Submit or Save button as the method for submitting or replying to a query, but these tasks are performed using other buttons within the Medical Records Unity Client.

  2. Ensure each Document Type created for the E-Form meets criteria provided under Document Type Requirements
  3. In OnBase Configuration, select Medical | Forms. The Form Document Type Selection dialog box is displayed.
  4. Under Available Document Types, select the Document Types to use as physician query forms.
  5. Click Add to add them to the Selected Document Types list.
  6. Under Selected Document Types, select the Document Type and click Settings. The Form Document Type Settings dialog box is displayed.
  7. Select Physician Query Form.
    Because the physician's signature is displayed on the form once the form has been burned, you must configure the location on the form where you want the signature to be displayed. When configuring the location, ensure it does not contain any dark text or images that might obscure the physician's signature.
  8. Enter the Page Number where the physician's signature should be displayed.
    Note:

    If the value entered in the Page Number field exceeds the number of pages in the document, the physician's signature will be displayed on the last page of the document.

  9. In the X Position (Inches) field, enter the distance from the left side of the page where the physician's signature should be displayed.
  10. In the Y Position (Inches) field, enter the distance from the top of the page where the physician's signature should be displayed.
  11. Click Save.
  12. Click Close to exit the Form Document Type Selection dialog box
  13. In OnBase Configuration, select Medical | Facilities to add the new Document Type(s) to a tab at each facility.
    Note:

    See the E-Forms documentation for detailed information regarding configuring E-Forms.