Applying Document-Level Confidentiality Codes Automatically - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window

Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
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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:

  • Chart documents

  • Clinical patient documents

  • 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.

CAUTION:

If the confidentiality code is configured with an Assigning Authority value, the confidentiality code cannot be automatically applied to documents through indexing.

Note:

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.

  1. Select Medical | Charts | Data Fields.
  2. Select the chart data field that will be used for confidentiality codes and click Settings.
  3. In the Key Value drop-down list, select the keyword which will be used for confidentiality codes.
  4. Select the Confidentiality Code check box.

    This option will enable confidentiality codes to be automatically applied to documents upon indexing, using the keyword specified in the Key Value drop-down list. When documents are indexed with a valid confidentiality code name in the configured keyword field, the confidentiality code will be automatically applied to the document.

    The indexed keyword value must exactly match the HL7 code of a confidentiality code.