Creating a Scheduled Process Format - Medical Records Management Solution - English - Foundation 22.1 - OnBase - external

Medical Records Management Solution

Platform
OnBase
Product
Medical Records Management Solution
Release
Foundation 22.1
License

You can add a format to the Scheduler from its process queue by selecting the process format and selecting Schedule Format from the right-click menu.

For example:

In the OnBase Client, click Processing | COLD/ERM. The COLD Queue window is displayed.

Select the process format you would like to add to the Scheduler, then right-click and select Schedule Format.

You can add a format to the Scheduler from its process queue by selecting the process format and selecting Schedule Import Process from the right-click menu.

For example:

In the OnBase Client, click Processing | Physician Importer. The Physician Importer window is displayed.

Select the process format you would like to add to the Scheduler, then right-click and select Schedule Import Process.

The Schedule Management window is displayed.

A new Process Format is added to the Scheduled Items box. It is automatically selected.

By default, all scheduled Process Formats (e.g., COLD Process Formats, DIP Process Formats, etc.) are displayed in the Scheduled Items box when scheduling a new Process Format. For information on viewing only the Process Formats for the currently-selected process type, see Viewing Scheduled Processes.