Specifying the ROI Mode - 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-a-New-ROI-System/Specifying-the-ROI-Mode - 2023-12-11

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

The first time you access Release of Information System Settings in OnBase Configuration, you are prompted to specify which mode of ROI your organization would like to use. You only need to specify a mode one time.

CAUTION:

Once you specify the mode of ROI for a newly licensed system, it cannot be changed. Carefully read the process below to understand how you should select the appropriate mode.

To select an ROI mode:

  1. Launch OnBase Configuration.
  2. Navigate to Medical | Release of Information | System Settings.

    The Enable Integrated Mode dialog box is displayed.

    Tip:

    If the Enable Integrated Mode dialog box is not displayed and other Release of Information menu options are enabled, your ROI mode has already been selected. No further action is required. If you believe you are using the incorrect mode of ROI, contact your first line of support.

  3. Click the appropriate button:
    CAUTION:

    Once you specify the mode of ROI for a newly licensed system, it cannot be changed. Carefully read the descriptions of the options below before making your selection.

    • Yes- Enables Integrated Mode. Integrated Mode is typically used in addition to another ROI solution (e.g., Epic ROI) and contains only functionality necessary to locate, gather, and release OnBase medical records documents.

    • No- Enables non-Integrated Mode. Non-Integrated Mode is typically used as a primary ROI solution. It contains functionality necessary to locate, gather and release OnBase medical records documents, while also allowing users to leverage requester-related functionality such as the ability to store requester information, bill requesters, and generate rejection letters to requesters.

    • Cancel- Does not enable any mode. If you are unsure how to proceed, click Cancel and contact your first line of support.

    Upon selecting either Yes or No, the Release of Information System Settings dialog box is displayed, and your ROI system is now either using Integrated Mode or non-Integrated Mode, respectively.

    Note:

    If you selected Yes, refer to the Release of Information (Integrated) module reference guide and help file going forward. If you selected No, refer to the Release of Information module reference guide and help file going forward. This should be clearly communicated to all users and administrators.