OnBase Client Usage

Medical Records Management Solution

Platform: OnBase
Product: Medical Records Management Solution
Release: Foundation 22.1
License

Documentation Notice
Overview
Introduction
Benefits
Provides Secure, Instant Access to Charts from Multiple Locations
Centralizes Patient Information
Automates the Process
Increases Efficiency and Expediency
Provides a Firm Foundation for Regulatory Compliance
External System Integrations
OnBase Patient Window
DeficiencyPop
OnBase Workflow
Release of Information
Medical Records Licensing
Required Licenses
Medical Records Licensing
Medical Records Coding Interface
Medical Records Management Solution
Medical Records Transcription Interface
Additional Licensing
External System Integrations
OnBase Workflow
Release of Information
OnBase Client Usage
Working with Charts
Searching for and Viewing Charts
Requesting Access to Denied Charts
Granting Chart Access for Non-Emergency Requests
Assigning Chartless Documents to Charts
Manually Assigning Chartless Documents to a Chart
Searching Using Keyword Types
Processing Chartless Documents
Reviewing and Correcting Charts
Reasons Charts Require Review
Automatic Chart Correction
Manual Chart Correction
Changing the Attending Physician
Modifying Charts
Editing Transcription Headers
Rules for Automatically Attaching Documents to Charts
Running a Script on a Chart
Run a Script from Chart Search
Run a Script from Chartless Documents
Running a Script from a Document
Running a Script from a Document List
Re-Indexing Considerations for Medical Records
Re-Index a Document Into a Chart Document Type
Re-Index a Document Out of a Chart
Re-Index a Document Containing Confidentiality Codes
Document Separation Considerations for Medical Records
Deleting Empty Charts
Update the Name Formatting for all Charts in a Facility
Manually Generating Physician Letters
Requirements for Letter Generation
Generate All Physician Letters
Generate Physician Letters for One or More Physicians
Letters for Secondary Signers
Sample Generated Physician Letter
Details of Impending Delinquent Deficiencies
Medical Records Note Appendices
Scanning Medical Documents
Resolving Documents to Charts Using Chart Search
Scanning More Pages Using Chart Search
Indexing Medical Documents Using MPI Lookup
Using MPI Lookup
MPI Lookup Locations
Importing Physicians
Running the Physician Import Processor
Scheduling the Physician Import Processor
Running Reports
Delinquency Report
Chart Document Report
Confidentiality Code Activity
Viewing Reports in the OnBase Client
System Interaction
COLD
Document Imaging
Scanning in the Medical Records Unity Client
Document Import Processor (DIP)
Enterprise Integration Server
HL7
Release of Information
Reporting Dashboards
Workflow
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
Legacy Licensing
Legacy Licensing Introduction
Overview
Medical Records Licensing
Medical Records Coding Interface
Medical Records Management Solution
Medical Records Transcription Interface
Additional Licensing
Concurrent Client for EMR Integrations
Document Imaging
EDM Services
Medical Emergency Concurrent Client
Physician Licenses
Workflow

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