Setting up Keywords for Chart-Optional Documents - HL7 Module - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/HL7-Module/English/Foundation-22.1/HL7-Module/Patient-Chart-Configuration/Medical-Record-Document-Types/Configuring-Chart-Document-Types/Keyword-Requirements-for-Chart-Optional-Documents/Setting-up-Keywords-for-Chart-Optional-Documents - 2024-09-04

HL7 Module

Platform
OnBase
Product
HL7 Module
Release
Foundation 22.1
License
Premier
Standard
Essential

To ensure Keyword Types are set up appropriately for chart-optional documents:

  1. Map a Keyword Type to the Chart ID # chart data field (field #10). This field's name may vary depending on the terminology used in your medical system. See Chart Data Field Configuration for more information.
  2. Assign the Keyword Type to the chart-optional Document Type.
    Note:

    This Keyword Type must not be configured as required in the Document Type's Keyword Options. This setting forces users to provide a value for the Keyword Type when importing documents.

  3. Assign any Keyword Types mapped to the Chart ID # and MPI chart data fields to the chart-optional Document Type.
  4. Designate the Document Type for use with charts. Be sure to select the Optional check box. See Designating Document Types for Charts.