Configuring Data Set Sub-Categories - Front Office Scanning - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Front Office Scanning

Platform
OnBase
Product
Front Office Scanning
Release
Foundation 23.1
License
Premier
Standard
Essential
Note:

This feature only applies to Data Sets accessed from a local shared folder (i.e., the sharepath). For information on filtering or categorizing Data Sets accessed from a network location, see Configuring Site-Based Data Set Filtering.

By default, a Front Office Scanning solution is configured to access all Data Sets from one location (i.e., the sharepath). In this scenario, all Data Sets are placed into one folder and all users have access to the available pool of Data Sets.

Based on the scope and design of your solution, it may be desirable to organize Data Sets by sub-sets or categories. For example, in a hospital, patient information Data Sets may be categorized by the department that the patient is registered in (e.g., Emergency Medicine, Radiology, Oncology, Outpatient Laboratory, etc.).

When Data Sets are organized by sub-categories, users may be able to work more efficiently (i.e., users are not searching through a large number of Data Sets in the Available Data Sets list to find the one they need) and data may be more secure (i.e., users are only able to access Data Sets that are relevant to the work they need to complete).

To organize Data Sets by sub-categories, you must follow the steps below

  1. Create Sub-Folders of the Sharepath Folder. In order to organize Data Sets by sub-categories, you must create one or more sub-folders in the sharepath folder (i.e., one sub-folder for each Data Set sub-category). The name of the sub-category as displayed in the Front Office Scanning client is the same as the name of the sub-folder of the sharepath folder.

    For example, if your sharepath folder is C:\Program Files\Hyland\Front Office Scanning\Patients and you would like to categorize patients by the department they are registered in (e.g., Emergency Medicine, Oncology, and Radiology), then you would create three sub-folders of the Patients folder:

    • Emergency Medicine (C:\Program Files\Hyland\Front Office Scanning\Patients\Emergency Medicine)

    • Oncology (C:\Program Files\Hyland\Front Office Scanning\Patients\Oncology)

    • Radiology (C:\Program Files\Hyland\Front Office Scanning\Patients\Radiology)

    Note:

    If you are using the HL7 module to create Data Sets, folders can be automatically created and populated with Data Set XML files. See Configuring an HL7 Import Processor/ Front Office Scanning Solution for more information.

  2. Ensure that Data Set XML files are Stored in the Proper Sub-Folder of the Sharepath. Once sub-folders of the sharepath folder have been created to represent each Data Set category, you must ensure that the Data Set XML files are being stored in the proper location (i.e., the specified sub-folder of the sharepath) when they are created.
    For example, if you are using Application Enabler to generate Data Set XML files via a screen scrape event of a line-of-business application, the SharePath setting in the FOSEnabler.ini file would be set to the path of a sub-folder of the sharepath folder, not to the path of the sharepath folder.
  3. Set the MultiplePaths setting in the Front Office Scanning configuration file to true.
    1. In the Front Office Scanning configuration file, locate the FOSCONFIGURATION parent element.
    2. Within the FOSCONFIGURATION parent element, located the multiplepaths setting. If this value is not present, add it to the FOSCONFIGURATION parent element.
    3. Set the multiplepaths setting to true. For example: multiplepaths="true"
      Tip:

      For more information on the Front Office Scanning configuration file's FOSCONFIGURATION parent element and its settings, including the multiplepaths setting, see The FOSCONFIGURATION Parent Element.

    4. Save and close the configuration file.

Once Data Sets are organized by category, users can select, from within the Front Office Scanning client, which categories that they would like to show the Data Sets for. For more information, see Selecting the Data Set Category.