The Patient Briefcase contains all documents related to the current patient, and allows you to manage existing patient documents and create new documents. It is displayed after synchronization is complete:
If you are working in Host Mode, and depending on your configuration, the Patient Briefcase may be displayed in the OnBase Folders interface. For more information on the OnBase Folders interface, see the Unity Client help files, which are available by clicking the Help button.
The Patient Briefcase contains the following columns:
|
Column |
Description |
|---|---|
|
State |
Displays the document's synchronization status:
|
|
Icon |
Displays the icon associated with the Document Type. |
|
Name |
Displays the document's name. |
|
Type |
Displays the document's Document Type. |
|
Date |
Displays the document's Document Date. |
The State column is not available when working in Host Mode.
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To open an existing document, double-click the name of the document.
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For instructions on creating a new image document, see Imaging.
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For instructions on creating a new form, see Forms.
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To delete a document, see Deleting Images and Forms.
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To manage documents that exist in the workstation's database with information that has not been synchronized with OnBase, see Managing Offline Documents.