Document Type security has a limited role within OnBase Patient Window. In most situations, users with access to a patient record can view all documents within the record regardless of Document Type privileges, provided the documents are neither assigned exclusively to a secure tab nor protected by confidentiality codes.
Users of OnBase Patient Window require Document Type privileges in the following situations:
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To view non-medical record documents, users must be assigned to both the Medical Records Custom Query and the Document Types retrieved by the query. For more information, see Medical Records Custom Query Configuration.
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To create Unity Forms, users must have the Create privilege for the Document Types the Unity Forms belong to. These Document Types also must be configured as described under Clinical Form Configuration.
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To delete pages from revisable documents, users must have privileges to the associated Document Types.