Choosing Chart Document Types to Include - 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/Creating-a-Request-Type/Choosing-Chart-Document-Types-to-Include - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

You can choose the default Document Types to be included for ROI Request Types. Users are also able to manually add Document Types using the Add Attachments wizard in the ROI interface.

Note:

Only systems with an HL7 Listener license can configure Request Types to include default Document Types.

Note:

If you need to use certain Document Types to retrieve external system documents, these Document Types either must belong to a Medical Records Document Type Group, or they must be retrieved using the Medical Records Custom Query. External document retrieval is only available if your system is licensed for Report Capture for Meditech.

  1. Select the Request Type from the Request Type Configuration dialog box.
  2. Click Document Types. The Assign Document Types dialog box is displayed.
    Note:

    The Document Types button is not available if you do not have an HL7 Listener license.

  3. From the Available list, select any Document Type that should be included in all requests for this Request Type.
  4. If the Request Type is set up to group documents by Document Type, configure the default order in which Document Types should be printed. To change a Document Type's position in the sequence, select it and click the Move Up or Move Down button.
  5. Click Close when finished.