The OnBase Patient Window supports the use of clinically relevant dates to place documents on a timeline.
You can configure how OnBase assigns clinically relevant dates for each medical record Document Type. For example, you might want lab tests to use the sample date, while discharge summaries might use the discharge date.
Each Document Type can have an ordered list of clinically relevant dates. This way, if a document does not have a value for the first date in the list, OnBase can attempt to assign the document the second date in the list.
By default, the Document Date is the clinically relevant date for each medical record Document Type. If OnBase cannot determine the clinically relevant date for a document based on the Clinically Relevant Date Configuration, the Document Date will be used.
To configure clinically relevant dates for a Document Type:
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Select Medical | Context Configuration | Clinical Date Configuration. The Clinically Relevant Date Configuration dialog box is displayed.
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Click Settings. The Clinically Relevant Date dialog box is displayed.
Available dates can come from several sources. Knowing the source is helpful, because chart documents can have date values of the same type from different sources.
Source
Description
Chart Data
Uses the date value from the chart the document is attached to.
Document
Uses the date value from the document metadata (for example, the document's Date Stored or Document Date).
Keyword
Uses the date value from the keyword on the document.
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Use the Move Up and Move Down buttons to order the dates in the right pane. This controls the order in which OnBase checks for and assigns a clinically relevant date to each document.