Configuration

Healthcare Form Manager

Platform: OnBase
Product: Healthcare Form Manager
Release: Foundation 22.1
License: Standard; Premier

Documentation Notice
Overview
Overview
Licensing
Simplified Licensing
Legacy Licensing
Installation
Installation
Requirements
General Requirements
Web Client Browser Requirements
Pop-Up Blockers
Tabbed Browsing
Internet Explorer Miscellaneous Security Settings
Internet Explorer Disable Script Debugging
Proxy Server Setup
Licensing Requirements
Upgrade Considerations
Healthcare Form Manager Upgrade Considerations
Changes to User Access Privileges
Changes to Checksum Validation
Server Machine Considerations
End-User Workstation Considerations
General Deployment Considerations
Installing the Healthcare Form Manager
Installer Options
Preparing the Servers
Ensuring Proper IIS and .NET Installation
Installation Order for IIS and .NET
Windows Server 2008 R2
Windows Server 2012 R2 or Windows Server 2016
Manually Changing the .NET version
Windows Server 2012 R2 or Windows Server 2016
Concurrent Client for EMR Integrations Licensing
Configuring the Application Server for EMR Licensing
Automated Installation Steps for Healthcare Form Manager
Controlling the Installer from the Command Line
APPLICATION_SERVER_URL
DATASOURCE
HEALTHCAREFORMMANAGER_APPLICATION_NAME
HEALTHCAREFORMMANAGER_IIS_ASPNET_IMPERSONATION
HEALTHCAREFORMMANAGER_IIS_NTAUTH
HEALTHCAREFORMMANAGER_IIS_SSL
HEALTHCAREFORMMANAGER_IIS_WEBSITE_ID
HEALTHCAREFORMMANAGER_SERVICECLIENTTYPE
HEALTHCAREFORMMANAGER_URL
IIS_ASPNET_PASS
IIS_ASPNET_USER
Manual Installation Steps for Healthcare Form Manager
Configuring Web.config Settings
ApplicationServer Url
version_num
jquery_version_num
jquery_ui_version_num
dmsVirtualRoot
dmsDataSource
AllowViewSource
webtheme
default_username
default_password
enableDefaultLogin
EnableAutoLogin
forceSSOAutoLoginOverDomain
EnableChecksum
AllowInsecureConnection
PreventViewerClientCaching
Configuring Checksum Validation
EnableChecksum
ChecksumKey
EnableLegacyChecksumFallback
Encrypting Checksum Settings
Configuring Session Expiration
EnableSessionExpiration
PromptOnSessionExpire
sessionState Timeout
Configuring Service Client Settings
Remoting
SOAP
Enabling Impersonation
Disabling Impersonation
Autologin Configuration
Disabling Viewer Options
Method 1: Disable the Right-Click Menu
Method 2: Disable User Privileges
Creating URLs for the Healthcare Form Manager
Search URLs
Chart URLs
Embedding the Healthcare Form Manager
Adding Checksum Validation to URLs
Integrating With Third-Party Systems
Epic Integrations
How Epic Authentication Works
Installing the Epic Authentication DLL
Configuring the Epic User Group
Configuring the User Name and Password
Setting Up External IDs in Epic
Creating URLs for Epic Integrations
Meditech Integrations
Creating URLs for Meditech Integrations
Post-Installation
Impact of Running Antivirus Software on Servers
Loss of Session Context
Decreased Performance and Scalability
Performance Issues on Servers Running McAfee VirusScan
Performance Issues on Client Workstations Running McAfee VirusScan
Contacting Support
Configuration
Prerequisites
User Privileges
Healthcare Form Manager Access Privilege
Form Requirements
Form Packet Configuration
Packet Types
Configuring a Form Packet
Adding Forms to a Packet
Designating Required Forms
Assigning Categories
Assigning Categories to a Form Packet
Creating New Categories
Deleting Categories
Assigning User Groups
Renaming a Form Packet
Deleting or Deactivating a Form Packet
Reactivating a Form Packet
Healthcare Form Manager Options
Configuring Labels for Filters
List Configuration
Configuring List Columns for Chart Search
Changing the Default Sort Order for Charts
Configuring List Paging
Search Configuration
Banner Configuration
Creating a Banner Template
Dimensions
Data Tags
Tag Format
Patient Identification
Patient Age
Patient Race
Patient Death Indicator
Patient Allergy Information
Patient Medical Alerts
Patient Address and Contact Information
Importing a Banner Template
Configuring Banner Settings
Setting the Default Banner
Deleting a Banner's Configuration
System Interaction
OnBase Mobile Healthcare
OnBase Patient Window
Banner Configuration
Chart Search Configuration
Documents Per Page
Workflow
Workflow Rules
Active Medical Form Packets Exists for Chart Document
Document Exists Within Medical Form Packet
Workflow Actions
Add Document to Active Medical Form Packet
Add Document to New Medical Form Packet
Remove Document from All Medical Form Packets
Usage
Overview
Diagrams
Chart Search Diagram
Assigned Forms Diagram
Searching for Charts
Using Wildcards
Searching by Date
Clearing All Fields
Navigating Chart Results by Page
Sorting Chart Results
Resizing Panes
Assigning Forms
Assigning Forms to a Patient
Filtering Available Forms
Choosing Forms to Assign
Removing Forms to Assign
Deleting Assigned Forms
Choosing Favorite Forms
Removing Favorites
Previewing Assigned Forms
Editing Assigned Forms
Validating Data in Forms
Using Repeating Sections
Using Masking
Using Forms with Multiple Pages
Using AutoFill Keyword Sets on Forms
Using Lookups
Using Auto Number Keyword Types
Required Fields
Using Date Fields
Using Date & Time Fields
Using Drop-Down Lists
Using Radio Button Groups
Using Signature Fields
Using Drawing Controls
Attaching Documents
Attaching Existing Documents
Attaching Documents from an External Location
Viewing Attachments
Keyboard Shortcuts for Attachment Control
Using Nested Tables
Verifying Form Interaction
Reading Bar Codes
Printing Unity Forms
Chart Search Fields and Columns
Chart Search Fields and Columns

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