Removing Patients From 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-Patients-to-a-Request/Removing-Patients-From-a-Request - 2023-12-11

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

If a patient has been attached to a request in error, you can detach the patient using the Patients list. Detaching the patient will also detach all of the patient's documents that are currently attached to the request.

To remove a patient from a request:

  1. Open the ROI request form.
  2. In the Patients list, locate the patient you want to remove from the request.
  3. Rest your mouse pointer over the patient's name to display the Remove button in the leftmost column.
  4. Click the Remove button.
  5. If the patient has any documents attached to the request, you are prompted to confirm the removal of both the patient and associated documents.

    • Click Yes to confirm the removal.

    • Click No to cancel.