Form Requirements - Healthcare Form Manager - English - Foundation 22.1 - OnBase - Premier - Standard - external - Standard - Premier

Healthcare Form Manager

Healthcare Form Manager
Foundation 22.1

Forms used for Clinical Consents must satisfy the following criteria:

  • Forms must be either Unity Forms or Image Forms.

  • Forms must have a Form Target of Document.

  • The Keyword Type mapped to the chart ID must be assigned to the Document Types for forms. Forms created by the Healthcare Form Manager are indexed based on a chart ID.

  • Forms must be configured to use an AutoFill Keyword Set where the chart ID is the primary Keyword Type.

  • Forms must belong to either a chart Document Type or a Document Type that will be retrieved by the Medical Records Custom Query.

For information about configuring Unity Forms, see the Unity Forms documentation.

For information about configuring Image Forms, see the Image Forms documentation.