Integrated Mode is designed specifically to work with an existing ROI system (for example, Epic ROI), so that users can easily locate and release OnBase documents. Upon creating a request within Release of Information(Integrated Mode), users can perform the following tasks:
-
Assign the request to a specific user
-
Attach relevant charts and documents to the request
-
Configure a release order for attached documents
-
Generate a PDF packet of the request when it's ready for delivery
-
Export the request by printing or saving the PDF packet file
-
View request history and properties
Once requests are created, they can be viewed and edited from the Release of Information layout. Users can also retrieve requests through Request Search, a powerful interface that displays a wide range of search criteria and accepts wildcards.
Using the OnBase Client, administrators can track request actions and user activity. ROI transaction logs allow an administrator to audit a request, while ROI reports allow them to track user productivity.
Depending on your licensing, users may also be able to attach relevant documents to a request using the Virtual Print Driver or Report Capture for Meditech.