Configuring ROI System Settings - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuration-Integrated-Mode/Configuring-ROI/Configuring-ROI-System-Settings

Configuring ROI System Settings - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuration-Integrated-Mode/Configuring-ROI/Configuring-ROI-System-Settings - 2023-12-11

Release of Information (Unity)

Platform

OnBase

Product

Release of Information

Release

Foundation 22.1

License

Complete the following steps to configure general settings for processing ROI requests.

In the Configuration module, select Medical | Release of Information | System Settings. The Release of Information System Settings dialog box is displayed.
From the Business Calendar drop-down list, select the Calendar you configured under Creating a Business Calendar.
From the Patient ID Method drop-down list, select the primary identifier for all request types. Available options are MPI(master patient index) or MRN(medical record number).
- Select MPI if patients will be identified by the MPI record. An MPI record can be associated with one or more MRN records for the same patient.
- Select MRN if patients will be identified by the MRN record. The relationship between MRN and MPI records must be one-to-one. Select this option only if your system does not use MPIs or if each MPI will be associated with only one MRN.
  
  Note:
  The Patient ID Method drop-down list is not available if you do not have an HL7 Listener license.
Select the Filter Document Types Based on Selected Chart option to filter available Document Types in the Add Attachments wizard based on the selected patients (MPIs or MRNs) and charts. When this option is selected, only those Document Types associated with the selected patients and charts are displayed. Clear this option to allow the user to choose from all medical record Document Types and Medical Record Custom Query Document Types, regardless of whether these Document Types contain documents relevant to the selected items.

Note:
The Filter Document Types Based on Selected Chart option and the Add Attachments wizard are not available if you do not have an HL7 Listener license.

Note:
If the Disable Access to ROI in the OnBase Client option is displayed in the Release of Information System Settings dialog box, see Disabling Access to Legacy Release of Information for more information.