Canceling or Rejecting a Request - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Canceling-or-Rejecting-a-Request - 2023-12-11

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

Depending on your privileges, once a request has been saved, the Cancel / Reject button may be available. While similar in functionality, whether you cancel or reject a request yields a different outcome.

  • Cancel: Cancel a request if it was created in error or if the request is no longer necessary. For example, perhaps you created a new request and then learned another user has created the same request. In this case, you would cancel one of the requests. Once a request is canceled, it becomes read-only. Only the Comments field can be edited. A canceled request cannot be restored.

  • Reject: Reject a request if the request cannot be completed. For example, the patient's file is incomplete, or the patient has not consented to his or her information being released.

    When you reject a request, you must select a pre-configured reason for rejection. Depending on your system's configuration, a rejection letter may be generated for the requester explaining why the request was rejected. At this point, it is incumbent on the requester to reopen the request if necessary. Once a request is rejected, it becomes read-only. Only the Comments field can be edited. If the request is restored, it can be modified again.

Note:

Canceled and rejected requests are not displayed in the Active Requests list. To find canceled or rejected requests, retrieve them using request search.

To cancel or reject a request:

  1. From an open request, click the Cancel / Reject button from the Release of Information tab.

    The Cancel / Reject Request dialog box is displayed.

  2. Select a reason for canceling or rejecting a request from the Select cancel / reject reason drop-down list.
    Note:

    Once a request is canceled, it cannot be restored or modified.

  3. Enter a reason for canceling or rejecting the request in the Reason field. Reasons can be up to 250 characters.
    The Reason field must contain text before the OK button is enabled. Default text may be provided, depending on the selected cancel / reject reason.
  4. Depending on your system settings, if you selected a rejection reason, the Print Rejection Letter option may be available. Select the Print Rejection Letter option to print a rejection letter for the request.
    Note:

    If the Print Rejection Letter option is selected, you must print the letter for the request to be rejected. Depending on your system settings, this option may be selected and unable to be deselected.

  5. Click OK.

    • If you selected to cancel the request, the request is canceled and the process is complete.

    • If you selected to reject the request and the option to print a rejection letter was not displayed, the request is rejected and the process is complete.

      Note:

      Once a request is rejected, it is no longer assigned to any user.

    • If you selected to reject the request and had the option to print a rejection letter, a rejection letter is generated and uploaded to the system.

      Note:

      You may experience different behaviors, depending on your system settings. If the generated rejection letter is displayed, you must review and choose to accept the rejection letter before moving on. If you are prompted to upload the rejection letter, you must manually upload the rejection letter to the system before moving on. For more information on either of these contexts, see Working with System-Generated Documents.

  6. If you did not select to print the rejection letter, the process is complete.

    If you selected to print the rejection letter, the Print Rejection Letter dialog box is displayed.

  7. Set print options appropriately and click Print.
    Note:

    For more information on print options, see Configuring Print Settings.