Adding External Items to 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/Creating-an-ROI-Request/Entering-Information-into-the-Request-Form/Adding-External-Items-to-a-Request - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

When creating an ROI request, you can calculate the cost of external, non-paper items needed for the request using the External Items functions on the request form.

External items can include items such as X-rays, MRIs, radiology CDs, and CT scans. Available external items depend upon the selected facility. See your system administrator for more information.

To add an external item to a request, from the Release of Information form:

  1. From the Item drop-down list, select the appropriate item.
  2. In the Quantity field, enter the quantity of the item you are sending. You can also use the arrow buttons to adjust the quantity.
    By default, 1 is displayed in the Quantity field.
  3. Click the Add button.
    The item is added to the External Items list. The quantity and total cost of the item are reflected in the Quantity and Total Cost columns, respectively. The Total Cost column reflects the quantity of an item multiplied by the configured cost of that item.
  4. Repeat the process as necessary.
    Tip:

    Click a column header to sort the list by that column in either ascending or descending order. You can also change the way the list is displayed by clicking and dragging the border of a column and changing its width. Customizations you make to the list are automatically saved. To return to the default display, right-click the list and select Clear Customizations.