Creating an Action - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window
Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

Complete the following steps to create the document correction action. If the action should present users with an E-Form or Unity Form, do the following:

  • Make sure the action is assigned to the life cycle that creates the request form.

  • Make sure Create E-Form on Entry to Lifecycle is selected in the action's settings.

To create a document correction action:

  1. In OnBase Configuration, select Medical | Healthcare Document Correction. The Healthcare Document Correction Configuration dialog box is displayed.
  2. In the field provided, type the name for an action.
  3. Click Create to add the action to the list.
  4. Click Settings. The Action Item Settings dialog box is displayed.
  5. From the Life Cycle drop-down list, select the life cycle where documents should be routed initially.
  6. In the Help Text field, type the tool tip to display when a user places the mouse pointer over the button.
  7. Select Create E-Form on Entry to Lifecycle if both of the following are true:

    • The selected Life Cycle is set up to create a form when a document is submitted.

    • The form should be automatically displayed to users who submit documents using the OnBase Patient Window, the Integration for Epic Viewer, the Integration for Epic Web Viewer, or the Signature Deficiencies for Epic Analysis window. The form allows users to provide additional information about the requested corrections.

      Note:

      Forms are not displayed when documents are submitted for correction through DocPop Document Correction.

  8. Click Save.
  9. Continue to the following tasks: