By default, all Document Type buttons configured for your Front Office Scanning solution are available to users after a Data Set is selected and a document is scanned/created.
However, you may configure a Document Type button filter so that the availability of some Document Type buttons is controlled by one or more Keyword Values for specified filter Keyword Types in the selected Data Set.
Typically, Document Type button filters are created for Keywords associated with definite Keyword Values or Keyword Values that come in pairs or other known multiples (e.g., Status=Smoker/Non-Smoker, Gender=Male/Female, Age=Under 18/18-29/30-39/40-49, etc).
For example:
When a patient is registered at Hyland Hospital, the registrar needs to record the patient's history. One of the questions the patient is asked is about his history of tobacco use; this answer is recorded as a Keyword Value for the Tobacco User Keyword Type (e.g., Smoker, Non-Smoker, or Former Smoker).
The patient is required to complete a brief survey based on his history of tobacco use; the survey questions differ for smokers, non-smokers, and former smokers.
By configuring each survey as its own Document Type, you can configure a Document Type button filter to ensure that only the image template and Document Type button that correspond to the patient’s Tobacco User Keyword Value are displayed. This ensures that the surveys that do not correspond to his history of tobacco use are not made available to him, allowing him to complete and submit only the correct survey.
Filters can also be “stacked” (i.e., multiple Keyword Value conditions must be met for a Document Type button to be displayed) so that they are even more restrictive. For example, in order for a Document Type button to be displayed, the selected Data Set must contain both the Tobacco User=Non-Smoker Keyword and the Gender=Male Keyword.
Based on the configuration of your Document Type button filter, if no Document Type buttons match the selected Data Set (e.g., if the selected Data Set contains Keyword Values have not been specified for filter Keyword Types in the configuration file or if the selected Data Set is missing Keyword Values for filter Keyword Types), then all configured Document Type buttons are displayed.
Unlike other configuration file errors encountered when launching the Front Office Scanning client, if an error is present in the Filter element of the configuration file, the Front Office Scanning client is still opened. However, Document Type button filtering is disabled.
It is easy to determine if the Front Office Scanning client is filtering Document Type buttons:
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If Document Type buttons are displayed before the Data Set is selected, then Document Type button filtering is not enabled.
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If no Document Type buttons are displayed before the Data Set is selected, then Document Type button filtering is enabled.
There are two steps needed to configure a Document Type button filter:
- Configure the Filter's Settings in the Front Office Scanning Configuration File. See Configuring the Settings of a Filter.
- Assign a Filter to One or More Document Type Button. See Assigning a Filter ID to a Document Type Button.
The presence of a Document Type button filter configuration slightly modifies the user experience when manually creating Data Sets in the Front Office Scanning configuration file. See Considerations for Manually Creating Data Sets for more information.