Upon creating an ROI request within Release of Information(Standard Mode), users can perform the following tasks:
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Assign the request to a specific user
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Attach relevant charts and documents to the request
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Configure a release order for attached documents
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Account for external items that should be delivered with the request
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Submit requests for approval
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Reject the request and print a rejection letter
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Bill the requester
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Record requester payment information
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Generate a PDF packet of the request when it's ready for delivery
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Export the request by printing or saving the PDF packet file
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View request history and properties
Once requests are created, they can be viewed and edited from the ROI 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. Because productivity should reflect actual time worked on requests, users can place requests on hold if necessary. When a request is placed on hold, it becomes read-only, and recorded time spent working on the request is paused until the hold is removed.
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.