Re-Index a Document Into a Chart Document Type - Medical Records Management Solution - English - Foundation 22.1 - OnBase - external - OnBase/Medical-Records-Management-Solution/English/Foundation-22.1/Medical-Records-Management-Solution/OnBase-Client-Usage/Working-with-Charts/Re-Indexing-Considerations-for-Medical-Records/Re-Index-a-Document-Into-a-Chart-Document-Type - 2022-08-19

Medical Records Management Solution

Platform
OnBase
Product
Medical Records Management Solution
Release
Foundation 22.1
License

If you re-index a document into a Document Type configured for charts, OnBase may automatically add the document to a chart (if a match can be found) or mark it as a chartless document that can be manually assigned to a chart.

This is the case if a document is re-indexed using any of the following methods:

  • File | Re-Index or the right-click Re-index option in OnBase client applications

  • Workflow re-index

  • Scan queue batch re-index

  • Keyword changes using the Add/Modify Keywords dialog box or Workflow

Depending on your Medical System Settings, re-indexed documents may need to be processed through OnBase Workflow before they are added to a chart or sent to Chartless Documents.