Designating View-Only Forms - Integration for Epic MyChart - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Integration for Epic MyChart

Integration for Epic MyChart
Foundation 23.1

You can configure forms to be available in the PPL application for review but not for signing. For example, if a form requires a physician or witness to be present at the time of signing, then a patient should not be allowed to sign the form in the PPL application.


This configuration does not affect forms that are added to existing packets using the Add Document to Active Medical Form Packet action in OnBase Workflow.

To designate a form as view-only in the PPL application:

  1. In the OnBase Configuration module, select Medical | Form Packets | Packet Configuration. The Form Packet Configuration dialog box is displayed.
  2. Select All Packet from the packet list.
  3. Click Forms. The Form Packet - Form Selection dialog box is displayed.
  4. Under Available Forms, select a form that should be available for review only.
  5. Click Add.
  6. Click Settings. The Form Packets - Form Settings dialog box is displayed.
  7. Select the Dual Signature setting.
  8. Click Save.
  9. Designate additional forms to be view-only as needed.
  10. Click Close.