The following are best practices when configuring Document Types:
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It is considered a best practice that all OnBase Document Types be named using the following naming convention, based on the Meditech forms that they correspond to:
<Meditech Form #> - <Meditech Form Description>. For example, 031 - Patient Consent to Treatment where the Document Type corresponds to Meditech Form #031, a patient consent to treatment form.
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It is considered a best practice that the four required OnBase for Meditech Keyword Types (Medical Record Number, Account Number, Document Date, and Meditech Retrieval ID) be configured as Required Keyword for all of your Document Types.