In addition to the settings available from the Configuration module's Medical | Release of Information menu, the following items must be configured:
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Assign User Group Privileges for Release of Information. See Configuring ROI Privileges.
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Configure Document Types to store each of the following:
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Cover sheets
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Inventory pages
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Bills
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Rejection Letters
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Configure a Document Type to store requests. For more information on configuring this Document Type, see Configuring the ROI Archive Document Type.
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Create a Request ID Keyword Type. The Keyword Data Type should be defined as Numeric (Up to 20 Digits) and assigned to the Document Type that archives request.
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If you are using Release of Information with medical records charts, and you want to include non-medical record documents in ROI requests, ensure a Custom Query is configured to pull non-medical record documents into the chart. This Custom Query must be selected in Medical Client Settings configuration.
Note:This functionality is not available if you do not have an HL7 Listener license.
You can configure additional custom queries to allow users to retrieve and add documents to an ROI request manually. Ensure users have rights to these custom queries.