New Patient Custom Query tabs cannot be configured at the cross-facility level. All patient documents should be contained within the Documents or Secure Documents tab types.
A Patient Custom Query tab may be available at the cross-facility level only if it was configured in an earlier version of OnBase. The Patient Custom Query tab is legacy functionality retained at the cross-facility level for backwards compatibility only. If a legacy Patient Custom Query tab is configured to display documents that do not belong to a medical record Document Type Group, be aware the non-medical documents cannot be filtered using the filter pane.
Patient Custom Query tabs typically contain patient-level documents, such as patient identification or insurance cards.
Patient Custom Query tabs are populated by a custom query configured to retrieve relevant documents by MPI or MRN. Once configured, this custom query is assigned in Medical Client Settings.