When configuring Secure tabs, adhere to the following best practices:
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Ensure all sensitive Document Types are assigned to Secure tabs. If a sensitive Document Type is not assigned to any tabs for a facility, and the facility has an Other Documents tab configured, then users can view the sensitive Document Types in the Other Documents tab.
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Be sure to recycle the Application Server's application pool as soon as possible after assigning Document Types to a Secure tab. Before the application pool is recycled, the Medical Records Unity Client and OnBase Patient Window can still display secure documents outside the context of the Secure tab. Be aware recycling the application pool may disconnect users who are currently logged on to OnBase through the Application Server.
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Remove all sensitive Document Types from a Secure tab before changing a Secure tab to another tab type. When a Secure tab is changed to another tab type, all User Groups assigned to the tab will be removed, and any users who have access to the chart will have access to the documents in the tab.
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Do not configure a Secure tab as the default tab for a facility. The default tab must be accessible to all users who can view the chart.