Batch templates allow you to generate visit-level cover sheets and inventory pages for requests that contain multiple charts. Batch templates apply only to requests where the Separate by Chart option is enabled on the release order screen.
If Separate by Chart is enabled:
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Each visit (chart) will have its own packet with its own cover sheet and inventory page.
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If the request includes patient documents that are not attached to a chart, then each patient included in the request will have a separate packet for clinical patient documents. Each packet will have its own cover sheet and inventory page.
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If the request includes documents that are not attached to any patients or charts, then these documents are grouped together in a separate packet. This packet will have its own cover sheet and inventory page.
Users who fulfill ROI requests must have the Compose Documents from this Template right for the configured batch templates. For information about template security settings, see Configuring Template Options.
To specify batch templates for a facility:
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Click Batch Templates. The Batch Template Settings dialog box is displayed.
