Configuring a Document Type Button to Allow Documents To Be Copied - 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

By default, a document can only be assigned to a Document Type if it is scanned, created from an image template, or if it is created as an E-Form.

However, you may also configure a Document Type button to allow documents belonging to its associated Document Type to be copied in order to create new documents.

For example:

When registering a patient for outpatient laboratory services, the registrar realizes that the patient was recently registered in the Emergency Room and his insurance card has already been scanned and stored in OnBase.

The registrar is able to retrieve the image of the patient’s insurance card previously stored in OnBase from the Front Office Scanning client, copy it and assign the newly-created image to the MED - Insurance Card Document Type for the currently-selected Data Set in the Front Office Scanning client.

Documents can only be copied from Document Types that have been configured for your Front Office Scanning solution (i.e., Document Types that have a corresponding DocType sub-element in the Front Office Scanning configuration file).

There are two steps needed to copy existing documents in the Front Office Scanning client:

  1. Enable Document Retrieval For Your Front Office Scanning Solution. See Configuring Front Office Scanning to Allow Document Retrieval.
  2. The Document To Be Copied Must Belong to a Document Type That Has Been Configured To Allow Documents To Be Copied. See Enabling Document Copying for a Document Type Button.
    Note:

    No additional configuration is required for a Document Type button that the newly-copied document is assigned to.