Reference Tab - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external - OnBase/Patient-Window/Foundation-23.1/Patient-Window/Configuration/Clinical-Document-Tab-Configuration/Available-Tab-Types/Reference-Tab - 2025-04-01

Patient Window
Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

The Reference tab displays clinical documents that should not be filtered out based on filter criteria. This tab is useful for displaying patient-level documents even when chart-level filter criteria are applied.

The Reference tab feature requires a database update and is not available in a default installation. Once enabled, the Reference tab is displayed only in OnBase Patient Window.

To enable the Reference tab:

  1. Configure a custom query to retrieve documents for the Reference tab.

    • This custom query must retrieve documents using the Keyword Type mapped to the MPI chart data field. If MPIs are configured to require assigning authorities, then the Keyword Type for the MPI assigning authority also must be used for retrieval.

    • Only documents that belong to medical record Document Types are retrieved.

    • Users must have privileges to this custom query in order to see documents in the Reference tab.

    • If the custom query retrieves documents that belong in a Secure tab, be aware the documents will be visible in the Reference tab to users who have privileges to the custom query.

  2. Take note of the custom query ID number.
  3. Contact your first line of support to make the database update necessary to enable the Reference tab. Provide your support representative the ID number of the custom query you configured.