To be included in an ROI request, a document must belong to a Document Type that satisfies one of the following criteria:
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The Document Type belongs to a medical record Document Type Group. You can configure these Document Types to be attached to ROI requests by default, based on the Request Type.
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The Document Type is configured to be retrieved by the Medical Records Custom Query, which is selected under Medical | User Interface Settings | Medical Client Settings. You can configure Request Types to automatically attach Medical Records Custom Query documents to ROI requests.
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The Document Type is configured to be retrieved by a custom query that the fulfiller of an ROI request has rights to execute. The fulfiller of an ROI request can manually attach documents from a custom query when preparing the request for processing.
Other documents can be dynamically generated and added to a request packet by means of Document Composition templates. See Configuring ROI Facility Settings.