Configuring Site-Based Data Set Filtering - 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

The ability to store Data Sets in a network location and provide them to Front Office Scanning workstations via a web service is intended for large Front Office Scanning solutions (i.e., a large number of data entry workstations and multiple Front Office Scanning workstations).

To prevent a large number of Data Sets from being provided to every Front Office Scanning workstation, you have the ability to configure site-based Data Set filter to ensure that Data Sets are only made available to the Front Office Scanning workstations associated with the data entry workstations used to create them.

For example:

Hyland Hospital consists of three campuses: the Main Campus, the Cancer Hospital, and the Mental Health Outpatient Clinic. Each campus has at least 10 data entry workstations and multiple Front Office Scanning workstations.

For security purposes, the Data Sets are stored in a network location accessible by the Application Server. They are provided to the Front Office Scanning workstations via a web service.

At any given time, Hyland Hospital may have anywhere from 50-100 active Data Sets; providing every Data Set to all of the Front Office Scanning workstations (including Front Office Scanning workstations at other campuses) not only consumes network resources, it also creates a potential security risk.

To reduce network traffic and ensure that datastes are only made available to the Front Office Scanning workstations associated with the data entry workstation that created them, Hyland Hospital has enabled site-based Data Set filtering.

Data Sets created at the Main Campus are only available to Front Office Scanning workstations at the Main Campus, Data Sets crated at the Cancer Hospital are only available to Front Office Scanning workstations at the Cancer Hospital, and Data Sets created at the Mental Health Outpatient Clinic are only available to Front Office Scanning workstations at the clinic.

Data Sets are filtering based on the value of a specified Keyword Type (i.e., the Site ID Keyword Type). This Keyword Type is identified in the Application Server's web.config file and must be included as one of the Keyword Types configured for the Data Sets used by your solution.

For a Data Set to be available to a Front Office Scanning workstation, the Data Set's Site ID Keyword Value must match the value specified in the SiteID element of the Front Office Scanning configuration file used by that Front Office Scanning workstation.

If the value for the Front Office Scanning configuration file's SiteID element does not match the Data Set's Site ID Keyword Value, or if the Front Office Scanning configuration file does not contain a value for the SiteID element, then the Data Set will not be available to Front Office Scanning workstations that use this configuration file.

For example:

John Adams is registering at Hyland Hospital's Main Campus for routine outpatient testing. A registrar takes his information at one of several data entry workstations; the Data Set containing his information is created and the Data Set XML file is stored in the network location accessible by the Application Server.

The Site Keyword Type is configured for Hyland Hospital’s patient Data Sets, and MainCampus is automatically assigned as the Site Keyword Value in John Adams’ Data Set.

The Front Office Scanning workstation used by the outpatient laboratory at the Main Campus accesses a Front Office Scanning configuration file that specifies MainCampus as the value for its SiteID element.

Because John Adams’ Data Set contains MainCampus as its Site Keyword Value, and MainCampus is specified as the outpatient laboratory’s SiteID value in the configuration file, John Adams’ Data Set is available to the outpatient laboratory’s Front Office Scanning workstation (and other Front Office Scanning workstations that access the same configuration file).

John Adams’ Data Set would NOT be available to Front Office Scanning workstations configured to use a configuration file that did not contain MainCampus as the value for its SiteID element.

Note:

This feature will require you to create and use multiple Front Office Scanning configuration files (i.e., one configuration file for each site) in your Front Office Scanning solution.

To configure site-based Data Set filtering, you must complete the following steps:

  1. Identify the Site ID Keyword Type
    1. Navigate to your OnBase Application Server's web.config file.
    2. Open the web.config file in a text editor, such as Notepad.
    3. In the <appSettings> section, find the FOS Admittance Monitoring settings.
    4. Set the siteIDKeywordType setting to the name of the Keyword Type that will be used as the Site ID Keyword. For example:
      <add key= "siteIDKeywordType" value="<Keyword Type Name>" />
    5. Save and close the Application Server's web.config file.
  2. Configure Data Sets to Include the Site ID Keyword Type
    1. Ensure that you are generating a Keyword Value for the Site ID Keyword Type specified in the Application Server's web.config file.
    2. Ensure that the Site ID Keyword Value is properly formatted in the Data Set XML file (like other Keyword Values contained in the Data Set).
      For information on how to properly create and format a Data Set XML file, see Data Set File Overview.
    3. Ensure that the Keyword Values being generated for the Site ID Keyword Type correctly correspond to the values that will be used for the SiteID element in the Front Office Scanning configuration files used by the Front Office Scanning workstations.
  3. Specify a SiteID Value in the Front Office Scanning Configuration File
    1. In the Front Office Scanning configuration file, locate the SiteID element. If this element is not present, add it to the configuration file.
    2. Enter the Site ID Keyword Value that is to be used to identify the site directly between the SiteID tags.
      For example: <SiteID>MainCampus</SiteID>
    3. Save and close the configuration file.
    4. Repeat Steps a-c for each site's configuration file, ensuring that you enter the Site ID Keyword Value that correctly identifies the site.