Assigning Document Types to Tabs - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window
Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

To display documents, the following types of tabs must have one or more Document Types assigned:

  • Documents

  • Secure Documents

This configuration also allows you to specify the default order of Document Types in a tab, though some modules allow users to sort documents using criteria other than Document Type.

To assign Document Types to a tab:

  1. Select the tab from the Tab Configuration dialog box.
  2. Click Doc Type Assign. The Document Type Tab Assignment dialog box displays all Document Types residing in a medical record Document Type Group.
  3. Select a Document Type Group to filter the lists of available Document Types.
  4. Select one or more Document Types from one of the following panes:

    • All Document Types —Displays all Document Types in the selected Document Type Group.

    • Document Types without Tabs —Displays all Document Types not associated with a tab. (For tabs configured at the facility level, this list is specific to the current facility. For tabs configured at the cross-facility level, this list displays Document Types not assigned to a cross-facility tab.)

  5. Click Add.
  6. Repeat for all Document Types you want to be available from this tab.
  7. Use the Up and Down buttons to change the default Document Type order for this tab.
  8. Click Close when finished.