Creating a Relevant Date Updater Task - HL7 Module - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

HL7 Module

Platform
OnBase
Product
HL7 Module
Release
Foundation 23.1
License
Essential
Standard
Premier

A scheduled task must be created in order to propagate changes made to clinically relevant date configurations for medical records Document Types to the existing documents within those Document Types. When changes are made to clinically relevant dates, this updater task can apply the new configuration to documents on either an ad hoc or scheduled basis.

Note:

See the Unity Scheduler documentation for general information on how to create tasks.

To create a relevant date updater task:

  1. Select Medical Records Relevant Date Updater from the drop-down list when prompted to select the type of task you want to create.
  2. Click Next. The next page lists available medical record Document Types for the task to include in evaluation.
  3. Select a Document Type from the Available Document Types list and click Add to include documents of that type in the evaluation task. You can use the drop-down list to filter the Available Document Types list by Document Type Group.
  4. Click Next. The next page allows you to assign User Groups to the task.
  5. Select a User Group from the User Groups drop-down list and click the Add button to give users from that group access to run the task.
  6. When all necessary User Groups have been added, click Next. The next page is used to schedule the task.
  7. Optionally, configure a schedule for the task to run repeatedly. See the Unity Scheduler documentation on Configuring Tasks for more information on scheduling.
  8. Click Next. The next page allows you to specify a start and end time for the task.
  9. Optionally, you can select either the The task should start at or The task should no longer execute after option and specify a time for task execution.
  10. Click Next. The last page in the wizard displays a summary of the task configuration.
  11. Review the task summary, and click Finish to create the task as configured.