Required Keyword Types for Authorization Forms - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuration-Standard-Mode/Creating-Workflow-Authorization-Forms/Form-Keyword-Types/Required-Keyword-Types-for-Authorization-Forms

Required Keyword Types for Authorization Forms - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuration-Standard-Mode/Creating-Workflow-Authorization-Forms/Form-Keyword-Types/Required-Keyword-Types-for-Authorization-Forms - 2023-12-11

Release of Information (Unity)

Platform

OnBase

Product

Release of Information

Release

Foundation 22.1

License

Authorization forms must include Keyword Types for each of the following items:

Required Keyword Type	Purpose
Request ID	Links the authorization form to the ROI request. This field is automatically populated when the Create Release of Information Request Workflow action is executed on the document. ROI users can view the authorization form from the associated ROI request. Note: Configure the Request ID Keyword Type as read-only on the Document Type for the form. For more information on Keyword options, see the System Administration module reference guide or help file.
One of the following: Facility ID # Facility Name	Populates the Facility field in the Request Information section of the request form. This value is required to ensure the correct facility settings are applied to the request.
One of the following: MPI MRN Chart ID #	Adds one or more patients to the request. These Keyword Types must be mapped to the corresponding Chart Data Fields in OnBase Configuration. If the ROI Patient ID Method is set to MPI, the MPI is used to add the associated patient to the request. If OnBase is configured to use Assigning Authorities to uniquely identify MPIs, then an MPI Assigning Authority Keyword Value must also be provided. Regardless of the Patient ID Method, the MRN can be used to add the associated patient to the request and to automatically select the associated record in the Add Attachments wizard. If OnBase is configured to use Assigning Authorities to uniquely identify MRNs, then an MRN Assigning Authority Keyword Value must also be provided. The Chart ID # is used to add the associated patient and automatically select the associated chart in the Add Attachments wizard. If OnBase is configured to use Assigning Authorities to uniquely identify charts, then a chart Assigning Authority Keyword Value must also be provided. Even when a patient is added to the request, the ROI user still must use the Add Attachments wizard to add documents to the request.

Required Keyword Type

Purpose

Request ID

Links the authorization form to the ROI request. This field is automatically populated when the Create Release of Information Request Workflow action is executed on the document. ROI users can view the authorization form from the associated ROI request.

Note:

Configure the Request ID Keyword Type as read-only on the Document Type for the form. For more information on Keyword options, see the System Administration module reference guide or help file.

One of the following:

Facility ID #
Facility Name

Populates the Facility field in the Request Information section of the request form. This value is required to ensure the correct facility settings are applied to the request.

One of the following:

MPI
MRN
Chart ID #

Adds one or more patients to the request. These Keyword Types must be mapped to the corresponding Chart Data Fields in OnBase Configuration.

If the ROI Patient ID Method is set to MPI, the MPI is used to add the associated patient to the request.

If OnBase is configured to use Assigning Authorities to uniquely identify MPIs, then an MPI Assigning Authority Keyword Value must also be provided.
Regardless of the Patient ID Method, the MRN can be used to add the associated patient to the request and to automatically select the associated record in the Add Attachments wizard.

If OnBase is configured to use Assigning Authorities to uniquely identify MRNs, then an MRN Assigning Authority Keyword Value must also be provided.
The Chart ID # is used to add the associated patient and automatically select the associated chart in the Add Attachments wizard.

If OnBase is configured to use Assigning Authorities to uniquely identify charts, then a chart Assigning Authority Keyword Value must also be provided.

Even when a patient is added to the request, the ROI user still must use the Add Attachments wizard to add documents to the request.