Marking a Request as Complete - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Completing-and-Exporting-a-Request/Marking-a-Request-as-Complete - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License
CAUTION:

Once a request is completed, it cannot be undone. You can no longer update a request after it is complete. Only the Comments field can be modified.

After a request has been successfully finalized, you can mark a request as complete without printing the request or saving it to file. When you mark a request as complete, any pre-configured system actions for the request packet are also performed. Pre-configured system actions can include sending the request packet to HL7, Workflow, or both.

Note:

HL7 messages are sent only for requests with a single patient and a single packet. If a request contains multiple patients or creates multiple packets, the HL7 message will not be sent.

To mark a request as complete:

  1. Open the appropriate request.
  2. Click the Mark as Complete button from the Release of Information tab.
  3. Click Yes at the prompt to complete the request and run any pre-configured system actions.

    The Mark as Complete button is replaced with the Run Packet Actions button.

    Note:

    The Run Packet Actions button is only enabled if there are actions configured for the facility. After you click the Mark as Complete button, any pre-configured packet actions are run. It is only necessary to click the Run Packet Actions button if the actions need to be performed again.

Note:

You may experience different behaviors, depending on your system settings. If a system-generated document (e.g., a cover sheet or inventory page) is displayed, you must choose to accept the document before moving on. If you are prompted to upload one or more documents, you must upload them to the system before moving on. For more information on either of these contexts, see Working with System-Generated Documents.