Confidentiality codes can be automatically applied to documents upon indexing if a keyword has been mapped to a chart data field that has the Confidentiality Code keyword setting applied. This method of assigning confidentiality codes applies to the following:
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Chart documents
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Clinical patient documents
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Non-medical record documents whose Document Types are assigned to the Medical Records Custom Query
When any of these documents is indexed with a confidentiality code keyword value that matches the HL7 code for a configured confidentiality code, the confidentiality code will be automatically applied. Confidentiality codes applied in this fashion are removed from the document if it is re-indexed with a different keyword value for the configured confidentiality code keyword.
If the confidentiality code is configured with an Assigning Authority value, the confidentiality code cannot be automatically applied to documents through indexing.
It is recommended to create a new keyword to be used specifically with confidentiality codes. It is strongly recommended to use Keyword Data Sets for mapping keywords to confidentiality codes. Confidentiality codes will only be applied if there is an exact match between the indexed keyword and the confidentiality code's name. For more information on configuring keyword data sets, see the System Administration module reference guide.