Creating a New Requester - 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-Requester-Information-to-a-Request/Creating-a-New-Requester - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Requester information can be stored in the system and retrieved for later use. It is considered a best practice to do this for any requester not already stored in the system.

To create a new requester:

  1. Do one of the following:
    • Click the Create Requester button on the request form.

    • In the Requester Lookup dialog box, click the New button on the Release of Information tab.

    The Create Requester dialog box is displayed.

  2. Enter the requester information.

    Field

    Description

    Name

    The name of the requester.

    Location

    The requester's location. This field is required.

    Email

    The requester's email address.

    Relationship

    The relationship of the requester to the patient.

    Company

    The company the requester belongs to.

    Phone

    The requester's phone number.

    Fax

    The requester's fax number.

    Require Payment

    Select to require payment from the requester before the request package is released.

    Shipping Address

    The address for the destination where the request needs to be shipped.

    A shipping address is required.

    Billing Address

    The address to be used for billing. If the shipping address and billing address are the same, select the Use Shipping Address option. The shipping address information is copied to the billing address fields.

    A billing address is required.

  3. Click Create when you have completed the form. The requester is created.