You are able to configure certain facility-level settings that affect how an ROI request is processed.
To configure facility settings:
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Click Medical | Release of Information | Facility Settings. The Facility List dialog box is displayed.
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Select a medical facility from the list.
Note:
Medical facilities are not created in this context. For more information on creating medical facilities, see the Medical Records Unity Client module reference guide.
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Click Settings. The ROI Facility Settings dialog box is displayed.
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In the Packet Templates section, select from the following settings to determine the default template and the request archival settings:
Packet Templates Option
Description
Default Template
The template used to generate the PDF packets for this facility.
Archive Document Type
The Document Type used to store the generated PDF packets for this facility.
Request ID Keyword
The Keyword Type used to archive the unique, system-generated request number of requests associated with this facility.
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In the Completed Requests section, select from the following settings to determine what actions should take place when a request is completed.
Completed Requests Option
Description
Archive Complete Packet
Select if OnBase should archive the whole request packet, including all attached documents and any system-generated documents that should be released with the request, as a single document.
If this setting is not selected, only the packet containing attached documents is archived into OnBase.
System-generated documents may include a cover sheet and inventory pages. Regardless of whether Archive Complete Packet is selected, these documents are included with the packet when the user selects to print the request or save it to file.
HL7 Message
Select an HL7 message template to generate an HL7 message upon completion of the request.
Note:HL7 messages are sent only for requests with a single patient and a single packet. If a request contains multiple patients or creates multiple packets, the HL7 message will not be sent.
HL7 Destination
Select an HL7 export destination to determine where the completed request and HL7 message are delivered.
Workflow Life Cycle
Select a Workflow Life Cycle the archived request packet should enter. If a request results in the archival of multiple packets, all associated packets are sent to this Life Cycle.
- Click Save.