The Medical Records Document Attachment Processor Unity Scheduler task allows for documents captured through the Document Import Processor (DIP) to perform Medical Records document attachment as a separate process.
See the Unity Scheduler documentation for general information on how to create tasks.
To create the Medical Records Document Attachment Processor task:
- Select Medical Records Document Attachment Processor from the drop-down list when prompted to select the type of task you want to create.
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Click Next. The next page of the wizard allows you to configure which documents should be evaluated for attachment. Select one of the following:
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Select Evaluate documents based on Medical System Settings to use the currently configured Medical System Settings. The description under the option indicates the current setting.
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Select Evaluate all documents to attempt to perform medical records attachment on all documents in the system.
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Select Evaluate documents based on DIP Format to attempt to perform medical records attachment on documents imported though a DIP process using the Perform Asynchronous Attachment setting.
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Click Next. The next page of the wizard allows you to configure additional settings for the medical records attachment.
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Select Perform Medical Records AutoFill Keyword Set Expansion to search for related MPI-based AutoFill Keyword Sets and use their values to update the Keyword Values on the document with current values.
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Select Use inactive identifiers to attempt attachment to perform a secondary search for medical records identifying values if active values are not found in the system. These identifiers may have changed in the system since the documents were created, but records of previous values are retained, and can be used to attach documents with this setting.
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Select the From: and To: date range options to restrict the documents evaluated for medical records attachment to those which were imported within the specified time frame.
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- Click Next. The next page of the wizard requires you to set the User Groups that have access to this task. Use the User Groups drop-down and the Add button to select groups as needed.
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Click Next. The next page of the wizard allows you to configure a schedule for the task to run on. See the Unity Scheduler documentation for details on configuring task schedules.
Note:
The Medical Records Document Attachment Processor task, once executed, runs continuously, checking for new batches of documents every 60 seconds. It will only stop when manually disabled or at the end time of an execution window.
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Click Next. The next page of the wizard allows you to configure interval schedules for the task. See the Unity Scheduler documentation for details on configuring interval schedules.
Note:
You can configure multiple services to run the same task group. This allows for higher processing speeds, which results in better efficiency in processing tasks.
- Click Next. The next page allows you to set a start and expiration date for the task. If needed, select the option for a start or expiration date and use the date controls.
- Click Next. The summary of the created task is displayed. Review it for accuracy, then click Finish.