The Document Types for forms must satisfy the following requirements:
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Form Document Types must belong to a Medical Record Document Type Group.
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Form Document Types must be assigned the Keyword Types used for the MPI Number and Medical Record # chart data fields (fields #1 and 7, respectively).
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For forms to be attached to charts, form Document Types must be assigned the Keyword Types used for the Chart ID #, MPI Number, and Medical Record # chart data fields (fields #10, 1, and 7, respectively).
Note:If a chart data field is configured to require an assigning authority, then the associated assigning authority Keyword Type must also be assigned to the form Document Type.
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For forms to be attached to charts, form Document Types must be assigned to the chart context under Medical | Context Configuration | Chart Context Document Types in OnBase Configuration. For more information about configuring medical record Document Types, see the OnBase HL7 Module documentation.
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As a best practice, chart-level forms should be configured to use an AutoFill Keyword Set where the chart ID is the primary Keyword Type. Patient-level forms should be configured to use an AutoFill Keyword Set where the MPI is the primary Keyword Type.