After you copy a message template, you can copy and customize the segments you want the template to include.
Do not remove default segments from system message templates included with your OnBase installation. When the database is upgraded, default segments are added back to system message templates. Changes in segment assignments should be made to a copy of the message template.
The method for copying segments varies depending on whether you want to replace the original segment with the copied segment.
-
To replace the original segment with a copy, see Replacing an Original Segment with a Copy.
-
To create a copy without altering the message template, see Copying a Segment for Future Use.
If you are copying segments to repeat in a message template (for example, to accommodate patients who have multiple insurance providers), see Mapping Fields in Repeating Segments.