Adding Document Types to the Personal Tab - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window

Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

For the Personal Tab to be available, you must configure it to contain one or more Document Types.

To add Document Types to your Personal Tab:

  1. Rest your pointer over the main menu icon and click Options. The Options dialog box is displayed.
  2. Select the Document Types you want to include in the Personal Tab from the Available Document Types list.

    To filter the list of available Document Types, type part of the Document Type name in the field above the list.

    Tip:

    To select multiple Document Types, press Ctrl as you select each one, or Shift-click to select multiple Document Types in a row.

  3. Click the Add button. The Document Types are added to the Selected Document Types list.
  4. Click OK to save the new Personal Tab configuration.