Overview - OnBase/Patient-Window/Foundation-23.1/Patient-Window/Overview - 2025-04-01

Patient Window

Platform: OnBase
Product: Patient Window
Release: Foundation 23.1
License

Documentation Notice
Overview
Features
Seamless Integrations
Security
Simple Navigation
Customizable Filters
Search
Side-by-Side Document Comparison
Document Corrections Submission
Patient Lists
Cases
Licensing
Simplified Licensing
Additional Licensing
Legacy Licensing
Installation
Installation Overview
Requirements
General Requirements
Web Client Browser Requirements
Pop-Up Blockers
Licensing Requirements
Concurrent Client for EMR Integrations Licensing
Configuring the Application Server for EMR Licensing
Upgrade Considerations
Patient Window Upgrade Considerations
Changes to User Access Privileges
Changes to Checksum Validation
Server Machine Considerations
End-User Workstation Considerations
Removal of ActiveX Client Type
Changes to Query String Parameters
Changes in Filter Results
Compatibility of Saved Filters
Changes in Saved Filter Usage
Changes in Filter and Column Configuration
Changes in Emergency Access Configuration
Patient Tab Considerations
Form Creation Considerations
Additional Guidelines
Installing Patient Window
Installer Options
Preparing the Servers
Ensuring Proper IIS and .NET Installation
Installation Order for IIS and .NET
Manually Changing the .NET version
Automated Installation Steps for Patient Window
Controlling the Installer from the Command Line
APPLICATION_SERVER_URL
DATASOURCE
IIS_ASPNET_PASS
IIS_ASPNET_USER
PATIENTWINDOW_APPLICATION_NAME
PATIENTWINDOW_IIS_ASPNET_IMPERSONATION
PATIENTWINDOW_IIS_NTAUTH
PATIENTWINDOW_IIS_SSL
PATIENTWINDOW_IIS_WEBSITE_ID
PATIENTWINDOW_SERVICECLIENTTYPE
PATIENTWINDOW_URL
Manual Installation Steps for Patient Window
Web.config Settings
ApplicationServer Url
dmsVirtualRoot
dmsDataSource
AllowViewSource
webtheme
default_username
default_password
enableDefaultLogin
EnableAutoLogin
forceSSOAutoLoginOverDomain
EnableSplitView
EnablePatientSearch
EnablePatientContextSyncing
EnableTimestamp
TimestampTimeLimit
EnableWorkstationNameDNSLookup
enableRowColoring
ThumbnailHitListAllowCaching
ThumbnailHitListThumbnailMaxWidth
ThumbnailHitListThumbnailMaxHeight
ThumbnailHitListPreviewMaxWidth
ThumbnailHitListPreviewMaxHeight
AllowInsecureConnection
PreventViewerClientCaching
SystemListDisplayLabel
PersonalListDisplayLabel
SelectedTabSingleColor
__EnableEFormStandardPrinting
FederatedSearchWithMPI
HideToolbarPrintButton
autoDisplayNotePanelPDFOffice
IdPUrl
Emergency Access Request Settings
EmergencyAccessDialogTitle
EmergencyAccessDialogMessage
ShowEmergencyAccessShowDocumentsCheckboxes
ShowOtherReasonInEmergencyAccessDialog
EmergencyAccessDialogOtherReasonLabel
OtherReasonTextBoxAlwaysAvailableInEmergencyAccessDialog
EnableBrowserPdfViewer
KeywordPanelViewType
Disabling Viewer Options
Checksum Validation Settings
EnableChecksum
ChecksumKey
EnableLegacyChecksumFallback
Encrypting Checksum Settings
Configuring Session Expiration
EnableSessionExpiration
PromptOnSessionExpire
sessionState Timeout
Configuring Service Client Settings
Enabling Impersonation
Disabling Impersonation
Autologin Configuration
Installing the Integrated Office Viewer
Creating Patient Window URLs
Patient Record Links
Requirements for Patient Record Links
Creating a Patient Record Link
Patient Search Links
Chart Search Links
Patient List Links
Query String Parameters
Retrieval Parameters
Using Assigning Authorities
Session and Security Parameters
Banner & Display Parameters
Parameters for Embedding
Filter Parameters
Applying a Public Filter
Applying Multiple Values for a Filter
Date Formats
User-Configured Default Filters
Medical Imaging Viewer Parameters
Epic Integration Parameters
Meditech Integration Parameters
Special Characters
Embedding Patient Window
Embedding Requirements
Supporting Embedded Timeline Mode
Third-Party Integrations
Configuring Application Enabler for Patient Window
Application Enabler Requirements
Configuring Patient Window for Epic
Configuring Epic Authentication
Patient Window URLs for Epic
Setting a Facility ID on URLs for Epic
Enabling Meditech IP-Based Authentication
Sensitive Content Configuration
Designating Sensitive Document Types
Post-Installation
Impact of Running Antivirus Software on Servers
Loss of Session Context
Decreased Performance and Scalability
Performance Issues on Servers Running McAfee VirusScan
Performance Issues on Client Workstations Running McAfee VirusScan
Command Line Switches
Applying a Command Line Switch via a Desktop Shortcut
-MRMSINSTALL
Password
User Group Configuration Rights
Contacting Support
Medical Records Management Best Practices
Best Practices Overview
Choosing a Medical Records Client
Medical Records Unity Client
Patient Window
DeficiencyPop
Client
Network Architecture for Medical Records
Setup for External Users
Medical Records Unity Client
Patient Window
DeficiencyPop
Setup for Internal Users
Citrix and Virtual Environments
Load Balancing
Medical Records Unity Client
Medical Web Applications
WAN Considerations
Upgrading Medical Records Clients
Available Resources
Testing an Upgrade
Upgrading Client Services
Deploying Unity
Deploying Patient Window
ActiveX Controls
Web.config Customizations
Deploying DeficiencyPop
ActiveX Controls
Web.config Customizations
Performing Post-Upgrade Tasks
Delinquency Configuration Best Practices
Before You Begin
Setup for One Letter Format
Setup for Multiple Letter Formats
Letter Templates
Command Line Switches
Setting Up Medical Records Servers
General Practices
Analysis Server
Closure Server
Delinquency Server
Delinquency Letters Server
Polling Service
Training Medical Records Users
Thoroughly Understand Users' Processes
Have a Sponsor Champion the MRM Solution
Ensure New Trainers Are Prepared
Use Appropriate & Relevant Training Materials
Set Up the Training Environment in Advance
Be Prepared to Explain the Basics
Tell Users What They Need to Know
Configuration
Overview
Enforcing Configuration Changes
Configuration Rights
HL7 Configuration
HL7 Field Specifiers
Requirements for HL7 Field Specifiers
Handling Unknown HL7 Codes
User Group Configuration
Document Type Configuration for Patient Window
Medical Record Document Types
Non-Medical Record Document Types
Clinically Relevant Dates
Cross-References
Sensitive Content
Admit Type Configuration
Fixing Charts with Admit Type Issues
Configuring the Admit Type
Fixing Charts in Review for HL7-Created Admit Types
Medical Facility Configuration
Creating a New Facility
Configuring Facility Settings
Days Before Chart is Inactive
Days Before Chart Access Expires
Emergency Chart Access Request
Lock Down - Only Grant Access to Assigned Usergroups
HL7 Field Specifier
Ignore Attending Physician when verifying Chart Information
Configuring Chart Auto-Names
Assigning Facility User Group Privileges
Fixing Charts with Facility Issues
Configuring the Facility
Fixing Charts in Review for HL7-Created Facilities
Configuring Facilities to Automatically Complete Correction Tasks
Criteria for Automatic Correction Completion
Clinical Document Tab Configuration
Available Tab Types
Documents Tabs
Secure Documents Tabs
Best Practices for Secure Tabs
Printing Secure Documents
Personal Tabs With Secure Documents
Displaying Non-Sensitive Documents in Secure Tabs
Patient Custom Query Tabs
Other Documents Tabs
Reference Tab
Personal Tab
Creating a Cross-Facility Tab
Configuring Tab Settings
Assigning Document Types to Tabs
Assigning User Groups to Secure Tabs
Configuring the Tab Sequence
Default Tab Selection
Medical Records Custom Query Configuration
Patient Window Custom Query Requirements
Configuring a Custom Query for Medical Records
Designating the Medical Records Custom Query
Department & Departmental Group Configuration
Configuring a Medical Department
Configuring Departmental Groups of Non-Physicians
Medical Unit Configuration
Configuring a Medical Unit
Nursing Station Configuration
Code Configuration for Procedures and Diagnoses
Supported Code Types
Code Import
Import File Requirements
Running the Code Importer
Code Maintenance
Requirements for Maintaining Codes Using HL7
Requirements for Assigning Codes to Charts
Requirements for Assigning Multiple Codes
Requirements for Diagnosis Types
Payor Configuration
Service Type Configuration
Physician Configuration
Configuring Provider Specialties
Configuring Physician Information
Deleting Physicians
Patient Data Access Reasons Configuration
Access Reasons in Patient Window
Access Reasons in the Medical Records Unity Client
Configuring Access Reasons
Chart Data Field Configuration
Configuring a Chart Data Field
HL7 Reference Field
Repeating Segment
Repeating Field
Track Chart Column Changes
Enable HL7 Null Handling
ID Number Keyword Type
Assigning Authority
Key Value
Zero-Pad For Searching
Confidentiality Code
Mapping Requirements
Keyword Mapping Requirements for Chart Attachment
Keyword Mapping Requirements for Chart Retrieval
Mapping Requirements for HL7
Pulling Values from Repeating HL7 Fields
Using Chart Data Fields to Implement Default Values
Data Fields Configuration
Medical System Settings
List Column Configuration
Displaying Values from Charts and Keywords
Configuring Columns for Lists
Changing the Default Sort Order
Search Configuration
Configuring the Medical Records Custom Query
Configuring Search Fields
Configuring Results Columns
Filter Configuration
Filtering on Chart and Keyword Values
Configuring Filter Criteria
Reordering Selected Filters
Removing a Filter
Hosted Content Configuration
Compatible Applications
Creating a New Hosted Content Button
Inserting Placeholder Variables
Assigning User Groups for Hosted Content
Configuring the Sequence of Hosted Content Buttons
Clinical Form Configuration
Requirements for Form Creation
Document Type Requirements
Form Template Requirements
User Privilege Requirements
Designating Forms for the Patient Window
Patient Window Settings
Documents Per Page
Prompt for Emergency Access Reason
Allow Users to Set Default Filters
Default Document View
Medical Client Settings
Medical Records Custom Query
Document List Sort Order
Show Document Count Within Each Tab
Show Tabs With No Documents
Show Queue Counts
Apply Facility Based Security to Chart Search
Apply Facility Based Security to Chartless Documents
Enable Unit Based Security
Display Confidentiality Notice
Maximum Chart Search Results
Banner Configuration
Creating Banner Templates
Dimensions
Expand Functions
Data Tags
Tag Format
Patient Identification
Patient Age
Patient Race
Patient Death Indicator
Patient Allergy Information
Patient Medical Alerts
Patient Address and Contact Information
Importing a Banner Template
Configuring Banner Settings
Setting the Default Banner
Deleting a Banner's Configuration
Notice Configuration
Document Corrections
Designing a Correction Process
Configuring Document Types for Correction Forms
Form Template Configuration
Document Type Settings
Configuring HL7 for Corrections
Configuring Life Cycles for Corrections
Creating the Healthcare Document Correction Action
Creating an Action
Assigning an Icon
Assigning User Group Privileges
Re-ordering Actions
Deleting Medical Record Configurations
Password Confirmation Required
Password Confirmation and -MRMSINSTALL Switch Required
Troubleshooting
Logging to the Diagnostics Console
Cannot Access Patient Window
Custom Query Cannot Find Chart ID Keyword Type
Custom Query Does Not Include an MPI Keyword Type
Custom Query Includes Medical Documents
Failed to Identify Assigning Authority
Filter Not Configured
MPI Not Found
Epic Users Cannot Log On
Error Messages
Another session is currently active
Applied saved filter is not compatible
Failed to convert filter value
Failed to identify the default selected document
Invalid filter item values
The expandedMode parameter was detected
The platter for this document is currently unavailable
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Scrolling Unavailable in Timeline Mode
Security Configuration
Security Configuration Overview
User Group Privilege Requirements
View Patient Records
View Patient Custom Query Documents
Search for Patient Records
Search for Charts
Submit a Document for Workflow-Based Corrections
Medical Records Privileges
Patient Window Privilege
Administration Privilege
Chart Search Privilege
Printing Privilege
Allow Confidentiality Code Override Access Privilege
Allowing Search Retrieval of Restricted Records
Patient Search Privilege
Scheduled Patient Search Privilege
Patient Lists Privilege
Public Lists Privilege
Public Cases Privilege
Diagram: Search and List Privileges
Copying Medical Privileges to New User Groups
Emergency Access
Configuring Emergency Access Privileges
Emergency Access Notifications
Configuring Emergency Access Notifications
Secure Tabs
Confidentiality Codes
Configuring Confidentiality Codes
Applying Confidentiality Codes Automatically
Assigning Authorities for Confidentiality Codes
Automatically Removing Confidentiality Codes
Applying Document-Level Confidentiality Codes Automatically
Logging Confidentiality Code Assignment
VIP Chart Security
Document Type Security
Security Keywords
Security Flowcharts
Security Flowcharts Overview
Direct Link to Patient Record
Patient Search or Patient List
Chart Search
Patient Window Columns, Fields, and Filters
Column and Field Descriptions
Allergy Information Columns
Chart Search Fields and Columns
Document List Columns
Medical Alert Columns
Patient List Columns
Patient Search Fields and Columns
Filter Descriptions
Patient Window Usage
Usage Overview
Diagrams
Patient Record Diagram
Timeline Mode Diagram
Customizing the Layout
Resizing a Pane
Enabling Thumbnail View
Enabling Row View
Patient Demographics
Hiding the Banner
Viewing Patient Allergy Information
Viewing Patient Medical Alerts
Viewing Patient Addresses
Viewing Patient Contact Information
Viewing Patient Notices
Document Navigation
Opening a Document
Opening Sensitive Documents
Expanding the Viewer
Navigating Lists of Results
Sorting Lists
Browsing Document-by-Document
Browsing Page-by-Page
Browsing by Tab
Tab Document Counts
Empty Tabs
Personal Tab
New Documents Tab
Reference Tab
Timeline Mode
Accessing Timeline Mode
Navigating in Timeline Mode
Zooming In or Out
Moving Forward or Backward
Displaying Documents
Browsing by Tab
Filtering Documents
Exiting Timeline Mode
Filters
Filtering Documents
Filtering by Date Range
Entering a Custom Date Range
Collapsing Filters
Saving a Filter
Applying a Saved Filter
Removing a Filter
Form Creation
Document Comparison
Opening Split View
Exiting Split View
Opening Multi-Document View
Exiting Multi-Document View
Printing Documents
Document Corrections
Submitting a Document for Correction
Completing a Correction Request Form
Patient Cases
Private vs. Public Cases
Creating a Case
Adding Documents to a Case
Removing Documents from a Case
Search
Searching for Patient Records
Searching for Patients by Appointment
Searching for Charts
Tips for Searching
Using Wildcards
Searching by Date
Navigating Results
Clearing All Fields
Returning to a Patient Record
Patient Lists
System Lists vs. Personal Lists
Public Lists vs. Private Lists
Viewing Patient Lists
Saving a Search as a System List
Creating a Personal Patient List
Adding Patients from Search
Copying Patients from One List to Another
Removing Patients from a Personal List
Editing a Patient List
Deleting a Patient List
Returning to a Patient Record
Hosted Content
Emergency Patient Record Access
User Options
Customizing the Personal Tab
Adding Document Types to the Personal Tab
Removing Document Types from the Personal Tab
Copying Personal Tab Settings to the New Documents Tab
Managing Your Saved Filters
Setting a Default Filter
Removing the Default Filter
Renaming a Saved Filter
Deleting a Saved Filter
Sharing Filters
Editing & Deleting Cases
Editing a Case
Deleting a Case
Enabling Expanded Mode By Default
Resetting the Default Layout Options
System Interaction
Integration for Medical Imaging Viewer
Finding More Studies
Full-Text Search
Search Privileges
Medical Records Management
Video
Document Viewer Usage
Document Viewer Overview
Viewer Toolbars and Navigation
Viewer Control Toolbar
Pages Toolbar
Reordering Pages in a Document Using Thumbnails
Deleting Pages from a Document Using Thumbnails
Suppressing Blank Pages
Document Viewer Shortcuts
Viewing a Specific Page Number
Saving Page Rotation
Inverting the Display
Web Client Internal Text Search Toolbar
Performing an Internal Text Search in the Web Client
Generating an Internal Text Search Report in the Web Client
Notes and Annotations
Opening a Note
Notes Pane Viewer for OLE Documents
Adding Notes
Editing Note Text
Moving Notes
Deleting Notes
Viewing All Notes on a Document
Adding Annotations
Moving Annotations
Deleting Annotations
Changing the Note Type
Redacting a Document
Applying a Redaction
Removal of Unsaved Redactions
Patient Window Administration
Administration Overview
Filter Editor
Accessing the Filter Editor
Available Filters
Creating a New Filter
Copying an Existing Filter
Editing an Existing Filter
Editing Filter Parameters
Dates
Entering a Custom Date Range
Keywords
Document Types
Deleting an Existing Filter
Returning to the Patient Record
Public Filters
Making a Filter Public
Revoking Public Access to a Filter
Grant Record Access
Granting Access to Records
Revoking Access to Records
Confidentiality Codes
Assigning Confidentiality Codes to Patients
Assigning Confidentiality Codes to a Patient From an Open Record
Assigning Confidentiality Codes to Patients Retrieved Through Search
Assigning Confidentiality Codes to Charts
Assigning Confidentiality Codes to Documents
Patient Notices
Assigning Patient Notices

Back to home page