Configuring Rejection Letter Templates - 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-Templates/Creating-Templates/Configuring-Rejection-Letter-Templates - 2023-12-11

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

Rejection letter templates require the same setup as other ROI templates, as well as a few extra steps. The process below outlines the minimum requirements for a functioning rejection letter template and assumes you have already set up a template group and created a rejection letter template.

Note:

For more information on creating template groups, templates, and placeholders, see the previous section, as well as the content found in Template Groups and Templates.

To configure a rejection letter template:

  1. From Microsoft Word, open the appropriate template.
  2. Create a document fragment for each Rejection Reason.

    For rejection-letter purposes, a fragment is the body of the letter for the specific Rejection Reason. It can contain placeholders, such as the patient's name and the requester name. The image below contains three fragments and illustrates how fragments might be displayed in the template.

    Note:

    For more information on creating fragments, see Fragments.

  3. Create a Rejection Reason placeholder using the following XPath: //ROIRequest/RejectReasonName. This action encompasses all rejection reasons and only needs to be performed one time.
  4. Insert the Rejection Reason placeholder into the main template (i.e., outside of the fragments).
  5. Create equal-to conditions for the Rejection Reason placeholder.

    Each Rejection Reason should have a condition that inserts the corresponding Rejection Reason fragment. For example, if you configure a condition for the Non-Compliance Rejection Reason, the Non-Compliance fragment should be configured to be inserted into the rejection letter when the Rejection Reason placeholder is equal to Non-Compliance.

    Note:

    For more information on configuring equal-to conditions, see Configuring Conditions.