Configuring Document Types - IHE - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

IHE Solutions
Platform
OnBase
Product
IHE
Release
Foundation 23.1
License
Standard
Essential
Premier

All IHE communities need to have at least one OnBase Document Type assigned to them. Community documents can only be saved as one of the configured Document Types, and IHE metadata can be attached to these documents as keywords.

To configure community Document Types:

  1. In the Configuration module, select Medical | IHE | Communities. The IHE Communities dialog box is displayed.
  2. Select a community and click the Document Types button.

    The Community Document Type Mappings dialog box is displayed.

  3. Select a Document Type from the Available Document Types list on the left and click the Add button to move it to the Selected Document Types list.
    Tip:

    Use the Document Type Group drop-down list to filter the list.

    The first Document Type you add to the Selected Document Types list is automatically designated as the default Document Type for the community and has (DEFAULT) appended to it. Community documents are saved as the default type unless otherwise specified by a Document Type rule.

    Note:

    If you want to use keywords to save IHE data on documents, ensure the proper Keyword Types are assigned to the community Document Types you select. See Recommended IHE Keyword Types for more information.

  4. If multiple Document Types are added to the Selected Document Types list, select one and click the Set as Default button to designate it as the default Document Type.
  5. Click Close to exit the Community Document Type Mappings dialog box.