Request Type Configuration allows you to create standard request types for typical ROI requests. Request Types determine the billing options and default document sort order.
When creating a request, a user must choose a Request Type to specify the purpose for the request. Available Request Types are determined by the selected facility. You can assign a Request Type to one or all facilities.
To create and configure a Request Type:
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In the Configuration module, select Medical | Release of Information | Request Types. The Request Type Configuration dialog box is displayed.
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Type a name for the Request Type and click Create. To modify an existing Request Type, select it from the list and click Settings.
The Request Type Settings dialog box is displayed.
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Enter the appropriate Request Type Settings.
Request Type Setting
Description
Display Name
Enter a display name for the Request Type in the Display Name field. If multiple facilities use similar but different Request Types, you may consider differentiating these at the Request Type level and making the display name something more generic (e.g., Legal, Personal, Doctor-to-Doctor, etc.).
Show Patient Mismatch Warning
Select the Show Patient Mismatch Warning option to prompt users when charts or documents on a request belong to different patients.
The prompt is shown in the following scenarios:
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When a user attaches charts and/or documents for a patient other than the patients currently attached to the request.
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When changing the Request Type of a request from one that does not have this option selected to a Request Type that does have this option selected, and the request contains charts and/or documents with different MRNs or MPIs.
Note:The Show Patient Mismatch Warning option is not available if you do not have an HL7 Listener license.
Facility
Use the Facility drop-down to specify which facility you'd like the Request Type to be linked to. If you do not specify the facility, the Request Type is available for all facilities by default.
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Select a Delivery Order Option to configure the default order in which request documents are sorted for delivery. Users can manually modify the sort order for individual requests in the Medical Records Unity Client.
Delivery Order Option
Description
Sort by Date Added
Documents are sorted by the date and time they were added to the request.
Sort by Document Date
Documents are sorted by their Document Dates.
Sort by Keyword Type
Documents are sorted by their values for the selected Keyword Type. From the drop-down, select the Keyword Type to sort by.
Note:Documents without a value for the selected Keyword Type may need to be sorted manually.
Ascending Order
Documents are sorted in ascending order.
Descending Order
Documents are sorted in descending order.
Group by Patient
Documents are grouped by patient. This option applies to requests with multiple patients attached. This option is selected by default. When this option is selected, documents in the request are first grouped by patient before any other grouping or sorting options are applied.
This option does not affect requests where the Separate by Chart option is selected on the release order screen. When Separate by Chart is selected, request documents are grouped by patient automatically.
Group by Document Type
Documents are grouped by Document Type. This option is used in conjunction with the Sort by options, described above. Select one of the following options:
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Before sort option is applied- Documents are first grouped by Document Type and then sorted by the selected Sort by option (i.e., because the Document Type sort is primary, all documents of a Document Type are grouped and listed together).
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After sort option is applied- Documents are first sorted by the selected Sort by option and then grouped by Document Type within the selected sorting (i.e., because the Document Type sort is secondary, all documents of a Document Type may not be listed together).
Note:Users cannot manually group documents by Document Type after a sort option is applied. They can only group documents by Document Type before the sort option is applied.
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- Select a Pricing Policy for this Request Type. Available pricing policies are dependent on the selected facility. If you did not select a facility, all pricing policies are available from the drop-down list. If you do not specify the pricing policy, all pricing policies are available to users working with this Request Type.
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Select a Billing Option for this Request Type:
Billing Option
Description
Requires Payment Before Delivery
Payment must be received prior to delivery.
Allows Delivery Before Payment
Requests can be delivered prior to receiving payment.
Note:Users can override this option on a per-requester basis by selecting the Require Prepayment option in a requester record. A user may decide to do this if, for example, the requester is delinquent paying bills.
Does Not Require Billing
No billing will take place.
- Click Save to accept the settings and exit the Request Type Settings dialog box.
- If you are using ROI with medical records charts, proceed to the next topic, Choosing Chart Document Types to Include.