To make non-medical record documents available in the context of a patient record or chart, you must configure a clinical document tab using the Patient Custom Query tab type.
For the Medical Records Unity Client, you must configure this tab at the facility level. New Patient Custom Query tabs cannot be configured for the Patient Window, because the Patient Custom Query tab type is not available at the cross-facility level. The Patient Window will display a Patient Custom Query tab only if the tab was configured at the cross-facility level in a previous version of OnBase.