Creating a New Request Using Selected Charts or Documents - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Creating-an-ROI-Request/Creating-a-New-Request-Using-Selected-Charts-or-Documents - 2023-12-11

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

If your system is licensed for the HL7 Listener, you can create new requests from charts or documents selected in the Medical Records Unity Client.

This functionality is not available if your system does not include an HL7 Listener license. Without an HL7 license, you can only create requests within the ROI layout. For more information on creating requests within the ROI layout, see Creating a New Request from the ROI Layout.

When you create a Release of Information request from charts or documents selected in the Medical Records Unity Client, the selected charts or documents are attached to the request.

Note:

You can only attach documents you have rights to view. If you attempt to attach a chart and do not have rights to view one or more documents in the chart, you are notified that some of the documents could not be attached to the request. For more information, see your system administrator.

You can create a Release of Information request from the following locations:

  • Chart Search

  • Combined View

  • Encounters

  • View Chart

  • The Workflow layout (Workflow is available only if the system is licensed for Workflow. See your system administrator for more information.)

For information about these locations, see the Medical Records Unity Client module reference guide.

To create a request using selected charts or documents:

  1. From the Medical Records Unity Client, select one or more charts or documents.
  2. Click the New Request button on the Chart tab. Depending on the items selected, the multiple options may be displayed.
  3. Select one of the following options:

    • Create Request from Selected Chart(s)- Allows you to create a new ROI request containing documents from the currently selected charts.

      If you click the Release of Information button from the View Chart window, you are instead given the option to Create Request from Current Chart.

    • Create Request from Selected Document(s)- Allows you to create a new ROI request containing documents from the currently selected documents.

  4. If the Set Default Facility dialog box is displayed, do one of the following:

    • Select a facility from the drop-down list, and click OK. This facility will be automatically selected when you create new requests.

    • Select <None> from the drop-down list, and click OK. No facility will be automatically selected when you create new requests.

    • Click Cancel to postpone making a selection until the next time you create a new request.

    The Set Default Facility dialog box prompts you to specify a facility you would like selected by default for all new requests you create. The Set Default Facility dialog box is only displayed if you have not previously specified whether you would like to select a default facility.

    Note:

    To change your default facility preference after selecting a facility or <None> and clicked OK, see ROI User Options.

    The ROI request form is displayed, and the selected charts or documents are attached to the request. The associated patient is automatically populated in the Patients list.