Details entered in the Request Information section of a request determine how the request should be handled, priced, and released.
Use the following drop-down lists and fields to configure the request:
|
Request Information |
Description |
|---|---|
|
Facility |
Select the facility where the requested records are located. Depending on your system's configuration, this field may be labeled differently. Note:
Available facilities depend on your system configuration. |
|
Request Type |
Select the Request Type to associate with the request. Depending on your selection, one of the following descriptions is displayed beneath the drop-down list:
Note:
Because available Request Types depend on the selected facility, the Request Type drop-down list is disabled until you select a facility. If you change the facility after you select a Request Type, the Request Type drop-down selection may be cleared if the selected Request Type is not configured for the newly selected facility. See your system administrator for more information. |
|
Pricing Policy |
Select the Pricing Policy to associate with the request. Depending on your system settings, a default Pricing Policy may be populated when you select a Request Type. Note:
Because available Pricing Policies depend on the selected facility and Request Type, the Pricing Policy drop-down list is disabled until you select a facility and a Request Type. |
|
Reason for Request |
Describe the reason for the request. Enter up to 255 characters. |
|
Request Date |
Enter the date the request was received. You can also select the date by clicking the drop-down arrow displayed on the right side of the field. By default, the Request Date is the date the request is created. If the actual request date differs, enter the appropriate date. Note:
The request date cannot be post-dated. If you enter a future date in the Request Date field and attempt to save the request, you are prompted to enter a valid date. |
|
Request Due Date |
Enter the date the request is due, if applicable. For example, a due date may be necessary if a chart needs to be released in advance of a legal hearing. This field may be populated automatically depending on the settings configured for the selected facility. To enter a different due date, clear the Use Facility Default check box. You can select the date by clicking the drop-down arrow on the right side of the field. If provided, the due date must be later than the request date. |
|
Use Facility Default |
Select this check box to calculate the Request Due Date field automatically using the settings configured for the selected facility. Clear this check box to ignore the facility's settings and enter a specific due date. If the facility is not set up for default due dates, then selecting Use Facility Default clears out the Request Due Date field, and the request has no due date. This check box is available only if at least one facility in your system is set up for default due dates. |
|
Priority |
Select the urgency for the request to be completed. The following options are available:
The default priority is Medium. These options are not configurable. |
|
Delivery Method |
Select the method for sending the request to the requester. The following options are available:
These options are not configurable. |
|
Additional Pages |
Enter the number of additional pages that need to be added to the request, if applicable. Additional pages are external pages that are added to the request outside of the OnBase ROI process. |
|
Ref Number |
Enter a reference number for the request, if applicable. The reference number is an external tracking number that may have been provided to you for the request. |