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

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

General settings are used to determine how all ROI requests in the system should be handled. Some of these settings can be overridden at the facility level.

To configure general settings for processing ROI requests:

  1. In the Configuration module, select Medical | Release of Information | System Settings. The Release of Information System Settings dialog box is displayed.
  2. From the Business Calendar drop-down list, select the Calendar you configured under Creating a Business Calendar.
  3. 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.

  4. Select Use Approval Queue if someone other than the ROI specialists working on the requests needs to approve requests before finalizing them.
    This setting can be overridden at the facility level. For more information, see Configuring ROI Facility Settings.
  5. 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.

  6. Select Push Out Due Date When On Hold 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 the request is for a facility that has the Respect Business Calendar setting selected, then only business days are used for the calculation.

    The Push Out Due Date When On Hold setting can be overridden at the facility level. For more information, see Configuring ROI Facility Settings.

  7. 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.