Retrieving External System Documents - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Integrated-Mode/ROI-and-Report-Capture-for-Meditech/Retrieving-External-System-Documents - 2023-12-11

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

Once you have attached Document Types to a request, you are able to retrieve and attach external system documents associated with them.

Note:

Depending on your settings, retrieval may automatically occur upon closing the request, or you may be prompted to automatically retrieve external system documents upon closing a request. For more information on configuring automatic external document retrieval, see ROI User Options.

To manually retrieve external system documents from the external system:

  1. Be sure you have selected the appropriate Document Types containing external documents. For more information on attaching Document Types to a request, see Attaching Charts and Documents Using the Wizard.
  2. Click the Retrieve External Documents button from the Release of Information tab of the request.
    Note:

    The appearance of the Retrieve External Documents button differs based on licensing.

  3. Upon clicking the Retrieve External Documents button, a prompt may be displayed:
    The retrieval process may take a while. It is recommended you close the request now and reopen it when the retrieval process is complete. The current status of the retrieval process is displayed in the Active Requests list. Continue?
  4. If the above prompt is displayed, do one of the following:

    • Click OK to begin the retrieval process.

    • Select the Do not prompt me again option on the prompt to disable the prompt in the future, and then click OK to begin the retrieval process. This prompt cannot be enabled after it is disabled (i.e., you won't be informed about the retrieval process next time you click the Retrieve External Documents button).

    • Click Cancel to cancel the retrieval process.

  5. You are notified external document retrieval was successfully initiated.

    • The Retrieve External Documents button is toggled to the Stop Retrieval Process button.

    • An hourglass is displayed in the request header.

    At this point, it is recommended you close the request until the retrieval process is complete.

    Note:

    During a retrieval process, you cannot add charts or documents to the request from the Add Charts and Documents wizard without first stopping the retrieval process. For more information, see the section on stopping an external system document retrieval process.