Adding Patients by Visit Number - 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-Patients-to-a-Request/Adding-Patients-by-Visit-Number - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

If you do not know the patient identifier, you can add patients to a request by visit or chart ID number.

Note:

In the following procedure, the term Chart ID # may be replaced with a label that reflects the term used within your organization. For example, labels may display the term Visit #, Encounter #, or Account # instead of Chart ID #.

To attach patients:

  1. From an open request, click the lower half of the Add Charts and Documents button, and select Add by Chart ID #.
  2. In the Chart ID # field, enter the ID number of the patient's chart.
  3. Click Add.

    If multiple charts match the identifier you entered, the Select Chart From List dialog box displays the matching charts. Select the chart you want to add, and then click OK.

  4. Continue adding chart IDs as needed.

    To remove a chart ID, rest your pointer over it, and click the X displayed to the left of the chart.

  5. Click OK when you are done adding chart IDs.