You can configure folios for reference documents when configuring the Integration for Netsmart Homecare or when running in host mode. You cannot create, edit, or delete folios when working in field mode.
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The Folios dialog box is displayed:
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Select from the following options:
Option
Description
System Folio
Select to make this folio a system folio.
When this option is selected, the User Groups tab is available. Select this tab to assign the User Group(s) that should have access to this folio. Select the User Group(s) from the Available User Groups list and click:
If all OnBase User Groups should have access to this folio, click:
The User Group(s) that have access to this system folio are displayed in the Selected User Groups list.
Group Documents By Document Type
Select if the documents in this folio should be grouped by Document Type.
Note:Only administrators can modify configuration settings for system folios.
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The Folios layout displays the folio:
If you created a system folio, the following icon is displayed atop the icon you selected in step 6:
