Disabling Viewer Options - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external - OnBase/Patient-Window/Foundation-23.1/Patient-Window/Installation/Installing-Patient-Window/Disabling-Viewer-Options - 2025-04-01

Patient Window

Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

OnBase Patient Window provides a document viewer with built-in access to OnBase features, such as the ability to view keywords and save documents externally.

In a healthcare setting, certain features of the document viewer may need to be disabled to ensure compliance with privacy standards. In addition, some right-click options may be displayed due to your system's licensing, but these options should not be available in the context of the Patient Window.

The following options for disabling right-click menu options are available:

  • You can add or edit settings in the Patient Window web.config file to disable some or all right-click menu options for all Patient Window users.
  • You can revoke User Group privileges that provide access to specific options. Be aware this method affects users' access to features in all OnBase applications, not just OnBase Patient Window. You may want to revoke certain privileges at the Document Type level using override privileges. For information about privileges and overrides, see the System Administration module reference guide.

To remove or disable right-click menu options, refer to the following table.

Right-Click Option Notes
All Viewer Right-Click Options

To remove the viewer right-click menu for all Patient Window users, add the following line to the appSettings element in the Patient Window web.config file:

<add key="DisableContextMenu" value="true" />
Delete Document

To remove, revoke this privilege from Patient Window users: Delete

History

To remove, add the following line to the appSettings element in the Patient Window web.config file:

<add key="historyMenu" value="false" />

Or revoke this privilege from Patient Window users: View History

Keywords

To remove, add the following line to the appSettings element in the Patient Window web.config file:

<add key="keywordsMenu" value="false" />

Or revoke these privileges from Patient Window users: View Keywords and Modify Keywords

Notes | Add Notes

To remove, add the following line to the appSettings element in the Patient Window web.config file:

<add key="addNoteMenu" value="false" />
Note: Although the addNoteMenu setting removes the Add Notes right-click menu option from the viewer, users with privileges to add notes can still add notes by using the Notes window.
Print

To remove, add the following line to the appSettings element in the Patient Window web.config file:

<add key="printMenu" value="false" />

Or revoke this privilege from Patient Window users: Print

Properties

To remove, add the following line to the appSettings element in the Patient Window web.config file:

<add key="documentPropertiesMenu" value="false" />

Or revoke this privilege from Patient Window users: Document Properties

Re-Index

To remove, make sure the following is set to false in the appSettings element in the Patient Window web.config file:

<add key="reindexMenu" value="false" />

Or revoke this privilege from Patient Window users: Re-index

Revisions / Renditions

To remove, revoke the View Revisions privilege on the Document Types the Patient Window users have rights to.

Send To | Create New Document

To remove, make sure the following is set to false in the appSettings element in the Patient Window web.config file:

<add key="createDocumentMenu" value="false" />

Or revoke either of these privileges from Patient Window users: Create or Copy To Clipboard / Save As

Send To | Envelope

To disable, revoke this privilege from Patient Window users: Envelopes

Send To | File

To remove, make sure the following is set to false in the appSettings element in the Patient Window web.config file:

<add key="fileMenu" value="false" />

Or revoke this privilege from Patient Window users: Copy To Clipboard / Save As

Send To | Internal User

To disable, revoke this privilege from Patient Window users: Internal Mail

Send To | Mail Recipient (as Attachment)

To disable, revoke this privilege from Patient Window users: External Mail

Show Folder Locations

To remove, revoke this privilege from Patient Window users: Retrieve / View (folders privilege)

Workflow

To remove, make sure the following is set to false in the appSettings element in the Patient Window web.config file:

<add key="workflowMenu" value="false" />

Or revoke these privileges from Patient Window users: Workflow and Workflow Restricted