Configuring Chart Auto-Names - 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 configure an Auto-Name string for all charts at this facility. The Auto-Name is the label users see when working with a patient's chart in modules like the OnBase Client or the Medical Records Unity Client.

Note:

Chart Auto-Names cannot exceed 100 characters. If an auto-generated chart name contains more than 100 characters, the additional characters will be omitted.

  1. Select a facility from the Medical Facility Configuration dialog box and click Auto-Name. The Chart Auto-Name Configuration dialog box is displayed.
  2. In the Chart Auto-Name String field, enter the Auto-Name string. To enter variables for patient IDs and names, select them from the Chart Field drop-down list.

    • It is considered a best practice to use a combination of auto-generated values (available in the Chart Field drop-down list), along with typed text to provide a useful label.

    • An example of an Auto-Name string is MRN=%M007 - %M003, %M002, which would be displayed to users as MRN=1111 - Doe, Jane. In this example, everything preceded with a % sign was selected from the drop-down list and everything else was manually typed.

    • Click Space-Space to insert a space - dash - space in the string.

    • To rename all existing charts for this facility, select Rename All Charts For this Facility.

  3. Click Save.