Reference Documents - Integration for Netsmart Homecare - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Integration for Netsmart Homecare

Platform
OnBase
Product
Integration for Netsmart Homecare
Release
Foundation 24.1
License

Reference documents are documents that do not pertain to patients that can still be synchronized using the Integration for Netsmart Homecare. Examples of reference documents include patient care documentation.

Reference documents are synchronized independently from the synchronization that occurs when the Netsmart Homecare application switches modes.

Reference documents are included in folios. A folio is similar to an OnBase envelope. Because the document in a folio is actually a pointer to the document stored in OnBase:

  • Removing a document from a folio will not delete the document from OnBase.

  • Adding documents to folios does not actually duplicate the document in OnBase.

  • There is no limit as to the amount of documents that can be placed in a folio.

  • You can add a document to more than one folio.

Administrators add or remove reference documents from folios at their discretion.