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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Under Packet Templates, 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 Request Approval section, select from the following settings to determine whether this facility should respect the Use Approval Queue ROI system setting.
Request Approval Option
Description
Override System Setting
Select this option if the facility should override the Use Approval Queue system setting.
An asterisk (*) denotes the current system setting, which is applied to all facilities without the Override System Setting option selected. For more information, see Configuring ROI System Settings.
Use Approval Queue
When selected, this option allows the selected facility to use the approval queue.
Do Not Use Approval Queue
When selected, this option does not allow the selected facility to use the approval queue.
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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.
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In the Due Date Settings section, configure the following settings to define how request due dates are handled.
Due Date Setting
Description
Days Until Due
Enter the default number of days for requests at this facility to be completed. When a request is created, this number will be added to the request date to populate the Request Due Date field with a default value.
ROI users can manually change the due date as needed, provided the request has a status of Initiated.
Respect Business Calendar
Select this option if ROI should skip non-business days and holidays when calculating request due dates. Do not select this option if ROI should include non-business days and holidays when calculating request due dates.
Non-business days and holidays are defined by the business calendar selected under Medical | Release of Information | System Settings. For more information, see Configuring ROI System Settings.
Override System Setting
Select this option if the facility should override the Push Out Due Date When On Hold system setting.
An asterisk (*) denotes the current system setting, which is applied to all facilities that do not have the Override System Setting option selected. For more information, see Configuring ROI System Settings.
Push Out Due Date
Select this option if placing a request on hold should push out the due date for the request.
When a hold is removed, the due date is recalculated to account for the number of days the request was on hold. For example, if a request is on hold for three days, then three days are added to the due date of the request when the hold is removed. If Respect Business Calendar is selected, then only business days are used for the calculation.
Do Not Push Out Due Date
Select this option if placing a request on hold should not push out the due date for the request. The Request Due Date remains static regardless of how long a request is on hold.
- Click Save.