Configuring a Custom Query for Medical Records - 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

The following procedure provides only the steps required to configure a custom query for associating non-medical record documents to charts. For information about custom queries, see the Queries and VB Scripts topic in the System Administration documentation.

To configure a medical records custom query:

  1. In OnBase Configuration, select Queries | Custom Queries.
  2. Type a name for the new custom query in the field provided.
  3. Click Create. The Assign Custom Query to User Group dialog box is displayed.
  4. Assign the User Groups who need to see non-medical record documents within a clinical context.
    Note:

    To view non-medical record documents using a clinical module, users need privileges to both the custom query and the Document Types assigned to the custom query.

  5. Click Close. The Custom Query Options dialog box is displayed.
  6. Ensure By Document Type is selected under Custom Query Type.
  7. Click Save.
  8. From the Custom Query dialog box, click Document Type Query.
  9. Assign the Document Types containing the relevant documents. Ensure these Document Types are assigned the Keyword Types that will be used for retrieval.
  10. Click Close.
  11. From the Custom Query dialog box, click Retrieval Keywords.
  12. Assign the Keyword Type that contains a unique value for each patient, such as the MRN or MPI.
  13. Close the Custom Query Retrieval Configuration dialog box and the Custom Query dialog box.