If upgrading from a version prior to OnBase 17 to OnBase 17 or later, users may notice a difference in the document set returned by filters. Prior to OnBase 17, if a user applied a filter based on a chart data field, OnBase Patient Window automatically included patient-level documents in the filtered result set. After an upgrade to OnBase 17 or later, the same filter omits patient-level documents that do not meet the filter criteria. This change occurs because filters that were previously based on chart data fields are based on Keyword Types in OnBase 17 and later.
As of OnBase Foundation EP1, a Reference tab can be configured to display documents that should not be filtered out based on filter criteria. Contact your first line of support for assistance enabling this feature.