Designating Document Types for Charts - HL7 Module - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

HL7 Module

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

By default, all documents belonging to a medical record Document Type will be associated with a patient. Only documents belonging to a chart Document Type can be associated with a specific chart.

To use a Document Type to store chart documents:

  1. Select Medical | Context Configuration | Chart Context Document Types. The Chart Context Document Type Configuration dialog box is displayed.
  2. Select a Document Type Group from the drop-down to filter the list of available medical record Document Types.
  3. Select the Document Types you want to use for charts from the Available list.
  4. Click Add.
    Note:

    Once saved, Document Types cannot be removed from the Selected list. If you have not yet saved a Document Type to the Selected list, you can remove it by selecting it and clicking Remove. Otherwise, the Document Type is permanently designated for chart documents. Document Types that can still be removed are marked with an asterisk.

  5. To designate a Document Type as chart-optional, select the Optional check box.

    For additional information about chart-optional Document Types, see Keyword Requirements for Chart-Optional Documents.

  6. Click Save when finished.