Overview

DeficiencyPop

Platform: OnBase
Product: DeficiencyPop
Release: Foundation 23.1
License: Premier; Standard

Documentation Notice
Overview
Introduction
Definitions
Deficiency
Deficiency Timestamps
Time Zone Abbreviations
Deficiency Types
Diagnosis
Dictation
Dual Dictation
Dual Signature
Edit Transcription
External Missing Signature
External Unsigned Order
Missing Document
Missing Form
Missing Information
Other
Physician Query
Signature
Delinquency
Licensing
Simplified Licensing
Additional Licensing
Legacy Licensing
Installation
Installation Overview
Requirements
General Requirements
Web Client Browser Requirements
Macintosh OS
Windows OS
Firefox Browser Support
Pop-Up Blockers
Internet Explorer Disable Script Debugging
Proxy Server Setup
Analysis Window Requirements
Licensing
Concurrent Client for EMR Integrations Licensing
Configuring the Application Server for EMR Licensing
Upgrade Considerations
DeficiencyPop Upgrade Considerations
Checksum Key Requirement Upgrade Considerations
Preparing the Servers
Ensuring Proper IIS and .NET Installation
Installation Order for IIS and .NET
Manually Changing the .NET Version
Enabling SMART on FHIR on the Application Server
Setting the Mode Parameter
Automated Installation
Installer Options
Running the DeficiencyPop Installer
Installing DeficiencyPop Using the Command Line
APPLICATION_SERVER_URL
DATASOURCE
DEFICIENCYPOP_APPLICATION_NAME
DEFICIENCYPOP_IIS_ASPNET_IMPERSONATION
DEFICIENCYPOP_IIS_NTAUTH
DEFICIENCYPOP_IIS_TLS
DEFICIENCYPOP_IIS_WEBSITE_ID
DEFICIENCYPOP_PATIENTWINDOW_URL
DEFICIENCYPOP_SERVICECLIENTTYPE
DEFICIENCYPOP_URL
IIS_ASPNET_PASS
IIS_ASPNET_USER
Manual Installation
Installing DeficiencyPop Manually
Configuring Service Client Settings
Remoting
SOAP
Enabling Impersonation
Disabling Impersonation
Enabling Patient Window Access
Autologin Configuration
Session Expiration
Web.config Settings
Explanation of DeficiencyPop Web.config Settings
AllowInsecureConnection
AllowViewSource
ChecksumKey
dmsDataSource
dmsVirtualRoot
EnableAutoLogin
EnableChecksum
EnableDocumentCorrection
EnableLegacyChecksumFallback
EnableSessionExpiration
forceSSOAutoLoginOverDomain
IdPUrl
jquery_ui_version_num
jquery_version_num
PatientWindowServer
PreventViewerClientCaching
PromptOnSessionExpire
sessionState
SameSite Cookie
Session Timeout
validateRequest
version_num
WebClientType
webtheme
Encrypting DeficiencyPop Web.config Settings
DefPopChartAssigningAuthority
Disabling Viewer Options
Viewer Options Table
Diagnostics Logging
DeficiencyPop URLs
Building a DeficiencyPop URL
Query String Parameters for DeficiencyPop
Using Assigning Authorities
Epic Integration Parameters
Meditech Integration Parameters
Embedding DeficiencyPop
Third-Party Integrations
Configuring Application Enabler for DeficiencyPop
Application Enabler Requirements
Configuring DeficiencyPop for Epic Integration
Configuring Epic Authentication
Creating URLs for Epic Authentication
Setting the Facility ID for SMART on FHIR Integrations
Configuring Settings for a COM Epic Integration
Setting the Environment Information
Setting a Location for Microsoft WebView2 Files
Changing the Default Window Size
Setting the Minimum Window Size
Enabling Meditech IP-Based Authentication
Installing the Deficiency Notifier
Post-Installation
Impact of Running Antivirus Software on Servers
Loss of Session Context
Decreased Performance and Scalability
Performance Issues on Servers Running McAfee VirusScan
Performance Issues on Client Workstations Running McAfee VirusScan
Contacting Support
Configuration
Overview
User Configuration
Patient Window Configuration
Deficiency List Configuration
Configuring Display Columns
Configuring the Default Sort Order
Configuring List Paging
Document Type Configuration for DeficiencyPop
Medical Record Document Types
Chart Documents
Clinical Patient Documents
Privileges to Medical Document Types
Non-Medical Record Document Types
Characters Per Line
Revisions
Burning & Revisions
Documents in Closed Charts
Medical System Settings
Deficiency Settings
PIN Prompt After X Minutes of Inactivity
Autoplay Options
Responsible Physician Value Maps To
Enable External Deficiencies
Enable Dual Signature Secondary Signer Deficiencies
Automatically Confirm Accepted Signature Deficiencies After Completion
Chart-Based Reanalysis
Deficiency-Based Reanalysis
Override Note Size Burn Errors
Shrink Stamp to Fit Note
Expand Stamp to Fit Text
Require Secondary Signer to Sign Dual Deficiencies
Secondary Signature Locks Revisions
Allow Single Deficiencies to Be Assigned to Secondary Signers
Allow Secondary Signers to Complete Dual Missing Dictation Deficiencies
Secondary Signer Duration To Complete Dual Signature Deficiencies
Use Configured Aging Rates to Calculate Delinquency Status
Pause Delinquency Status Calculation During Physician Hold Time
Pause Delinquency Letter Generation During Physician Hold Type
Include Physician Number in Signature Text
Transcription Settings
Missing Data Identifier
Disable CC Physicians
Automatically Open Transcription Deficiencies In Completion
Automatically Confirm Accepted Transcription Deficiencies After Completion
Append Edit Logs to Transcription
Preserve Text Formatting when Editing Transcription
Requirements for Raw Renditions
Creating Raw Renditions
Secondary Signer Duration To Complete Transcription Deficiencies
Medical Facility Configuration
Creating a New Facility
Configuring Facility Settings
Days Before Chart Is Inactive
Days Before Deficiency is Delinquent
Days Before Chart Closing
Days Before Chart Access Expires
Deficiency Settings
Disable Missing Dictation Deficiencies
Missing Dictation Requires Job ID
Warn When Deficiency Accepted
Emergency Chart Access Request
When Auto Completion finds Multiple Deficiencies
Lock Down
Require PIN Verification
HL7 Field Specifier
Ignore Attending Physician when verifying Chart Information
Meaning Statements
Physician Query Review
Assigning Facility User Group Privileges
Clinical Document Tab Configuration
Creating a Tab for a Facility
Configuring Tab Settings
Assigning Document Types to Tabs
Copying Tab Configuration to Other Facilities
Physician Configuration
Configuring Provider Specialties
Configuring Physician Information
Configuring Physician Medical Groups
New Physician Queue
Addressing Invalid Accounts
Configuring the Physician Import Processor
Requirements for the Physician Import File
Requirements for Updating Physicians
Updating Unique Identifiers
Requirements for Deactivating Physicians
Creating a Physician Import Process
Specifying a Process Path
Configuring Formatting Settings
Defining the Field Order
Available Fields
Applying a Global Value
Assigning Privileges to Run the Physician Import Processor
Deleting Physicians
PIN Policies Configuration
Creating a PIN Policy
Example of a Strong PIN Policy
Complexity
Content Quotas
Rotation
Change Frequency
Setting PIN Policy Priority
Editing a PIN Policy
Deleting a PIN Policy
Overriding PIN Policies at the User Group Level
Deficiency Configuration for Completion
Note Type Configuration
Available Deficiency Note Types
Configuring Deficiency Note Types
Configuring Print Settings for Deficiency Note Types
Configuring Burn Settings for Standard OnBase Note Types
Requirements for Burning Standard Notes
Configuring Standard Note Types to Burn on Documents
Burn Note After Chart Processing
Delete Note After Chart Processing
Deficiency Timestamp Configuration
Time Zones
Dual Signature Deficiency Configuration
Enabling Dual Signature Deficiencies
Resolution Rules for Dual Deficiencies
Dual Deficiency Document Types
Dual Deficiency Note Types
Secondary Signer Creation
Configuring Deficiency Rejection Reasons
Assigning Deficiency Rejection Reasons to Facilities
Editable Transcription Configuration
Unicode Limitations
HTML Limitations
User Group Privileges
Note Types for Transcriptions
File Format for Transcriptions
Document Type for Transcriptions
Configuring Transcription Settings
Sending Transcriptions Using HL7
Auto-Assigning Transcription Deficiencies to the Correct Physician
Assigning the Dictation Physician
Assigning the Responsible Physician
Enabling Automatic Confirmation
Configuring Meaning Statements
Missing Form Configuration
Note Types for Missing Forms
Medical E-Form Template Requirements
Document Type Requirements
Configuring Medical E-Forms for Deficiencies
Analyst Privileges for Missing Forms
Physician Query Configuration
Physician Query Deficiencies
Configuring a Physician Query Form
Automatic Document-Level Deficiencies
Creating the Responsible Physician Keyword Type
Expected Outcome Based on Responsible Physician Value
Assigning Document Types for Automatic Deficiencies
General Rules for Automatic Deficiency Creation
Additional Rules for Automatic Deficiencies on Transcriptions
Automatic Missing Document Deficiencies
Automatic Completion of Document Type Deficiencies
Manual Completion of Document Type Deficiencies
External System Configuration
Custom Services
Available Deficiency Types
External Missing Signature
External Unsigned Order
Enabling External Deficiencies
Configuring External Deficiencies
Mapping Deficiency Type Codes for Polling Files
Configuring Polling File Information for Integrations
Running the Polling Service
Polling File Method
Configuring the External Deficiency Service for Allscripts Integrations
Create the Deficiency Management Scheduled Task
Creating the Scheduler Service
Enabling Patient Context Syncing
Deficiency Notifier Configuration
Delinquency Configuration
Delinquency Levels Configuration
Creating Delinquency Levels
Configuring Delinquency Aging
Configuring the Basis Date
Configuring Aging Rates
Copying Aging Settings to Other Facilities
Activating Delinquency Levels
Delinquency Letters Configuration
Configuring Delinquency Letters
Configuring Global Letter Settings
Suppressing PHI in Letters
Letter Template
Unicode Limitations
Sample Letter Template
Deficiency Aging During Analysis and Coding
Troubleshooting
Another OnBase session is currently active
Cannot Modify Allscripts External Settings
Deficiency Not Found
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Error When Communicating with Epic Integration
User Has Insufficient Rights or Privileges
Error When a Deficiency is Reassigned
Security Configuration
Security Configuration Overview
General Rights and Privileges
Privileges to Log On
Document Type Security
Modifying E-Forms
Editing Transcriptions
Completion Privilege
Printing Privilege
Facility Security
PIN Verification
PIN Verification Rules
Lock-Down Security
Lock-Down Rules
Confidentiality Codes
Note Type Privileges
User Administration
Resetting a Physician's PIN
Configuring Timeout
Medical Records Management Best Practices
Best Practices Overview
Choosing a Medical Records Client
Medical Records Unity Client
Patient Window
DeficiencyPop
Client
Network Architecture for Medical Records
Setup for External Users
Medical Records Unity Client
Patient Window
DeficiencyPop
Setup for Internal Users
Citrix and Virtual Environments
Load Balancing
Medical Records Unity Client
Medical Web Applications
WAN Considerations
Upgrading Medical Records Clients
Available Resources
Testing an Upgrade
Upgrading Client Services
Deploying Unity
Deploying Patient Window
ActiveX Controls
Web.config Customizations
Deploying DeficiencyPop
ActiveX Controls
Web.config Customizations
Performing Post-Upgrade Tasks
Delinquency Configuration Best Practices
Before You Begin
Setup for One Letter Format
Setup for Multiple Letter Formats
Letter Templates
Command Line Switches
Delinquency Reporting
Setting Up Medical Records Servers
General Practices
Analysis Server
Closure Server
Delinquency Server
Delinquency Letters Server
Polling Service
Training Medical Records Users
Thoroughly Understand Users' Processes
Have a Sponsor Champion the MRM Solution
Ensure New Trainers Are Prepared
Use Appropriate & Relevant Training Materials
Set Up the Training Environment in Advance
Be Prepared to Explain the Basics
Tell Users What They Need to Know
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
Usage
Usage Overview
Navigation
Deficiency List
Showing the Deficiency List
Sorting the Deficiency List
Resizing Columns
Resizing the Deficiency List
Viewing More Pages of the List
Refreshing the Deficiency List
Filters
Clearing the Filter
Deficiency Text
Editing the Deficiency Text
Read-Only Deficiency Text
Chart Viewer
Viewing the Chart
Returning to the Deficiency
Document Viewer
PIN Verification
Creating a PIN
Updating a PIN
Entering a PIN When Prompted
Completing Deficiencies
Completing Diagnosis Deficiencies
Completing Dictations
Completing Dual Dictations
Completing Dual Signatures
Completing Editable Transcriptions
Editing a Transcription
Transcriptions With Missing Data
Transcription Headers and Footers
Transcription Change Logs
Completing External Missing Signatures
Completing External Unsigned Orders
Completing Missing Documents
Completing Missing Forms
Completing Missing Information
Completing Other Deficiencies
Completing Physician Queries
Hiding the Related Document
Completing Signatures
Saving Forms
Waiting for Secondary Signers
Rejecting Deficiencies
Rejecting a Deficiency
Saving Upon Rejection
Importing Physicians
Running the Physician Import Processor
Scheduling the Physician Import Processor
Covering for Other Physicians
Covering for a Specific Physician
Covering for All Physicians
Deficiency Notifier
Starting the Deficiency Notifier
Accessing OnBase Deficiencies
Pinning & Unpinning the Notifier
Hiding the Deficiency Notifier
Document Viewer
Printing a Document
Printing Deficiencies and Notes
Navigating Documents and Pages
Browsing Page-by-Page
Jumping to the First/Last Page
Jumping to a Specific Page
Viewing Pages as Thumbnails
Changing the Zoom Level
Rotating a Page
Scaling To Gray
Inverting Colors
Suppressing Blank Pages
Working with Notes and Annotations
Opening a Note
Adding Notes
Editing Note Text
Moving Notes
Deleting Notes
Viewing All Notes on a Document
Adding Annotations
Moving Annotations
Deleting Annotations
Changing the Note Type
Redacting a Document
Removal of Unsaved Redactions
Analysis
Analyst Workflow Overview
Analysis Window Components
Document Corrections
Notes, Annotations, and Redactions
Viewing Deficiencies
Creating Deficiencies
Creating a Signature Deficiency
Creating a Missing Information Deficiency
Moving and Resizing Deficiencies
Editing and Reassigning Deficiencies
Deleting Deficiencies
Submitting Documents for Correction
Completing a Correction Request Form
Completing Deficiencies
DeficiencyPop Column Descriptions
DeficiencyPop Column Descriptions
Deficiency Type
Deficiency Status

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