To grant ROI privileges:
- From the Configuration module, select Users | User Groups/Rights.
- Select a User Group.
- Click Medical Rec Privileges. The Medical Records Privileges dialog box is displayed.
- Select the ROI tab.
-
Assign the Release of Information privileges you want to grant the User Group.
Note:
A user must be granted one or more of the following privileges to access the Release of Information layout in the Medical Records Unity Client.
Privilege
Description
Create
Allows users to create new ROI requests.
Note:Users who only have this privilege can only create a request from the ROI interface. They cannot create them from other contexts (e.g., Chart Search).
Fulfill
Allows users to modify and perform actions on an ROI request. A user with this privilege can do the following:
-
Add external items to the request.
-
Add charts and documents to a request.
-
Remove charts and documents from a request.
-
Change the order of documents in a request.
Approve
Allows users to approve requests.
Cancel
Allows users to cancel and reject requests.
When a request is canceled or rejected, it is no longer able to be modified. Rejected requests are able to be restored if needed later.
User Assignment
Allows users to assign requests to other users. Assigning a request to another user grants only that user the ability to modify the request. The request is read-only to all other users.
Assigning requests should be used as a way to designate who is supposed to be fulfilling the request.
Productivity Reports
Allows users to generate ROI reports from the Admin menu in the OnBase Client.
-
- Click Save to accept the setting and return to the User Groups & Rights dialog box.
- Repeat the process for all ROI User Groups.
-
Reset the Application Server's cache.
CAUTION:
Resetting the Application Server's cache may have a negative impact on system performance. To avoid performance issues, only reset the cache of the Application Server during off-peak hours.