Saving 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/Saving-a-Request - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

A request can be saved once the following criteria is specified on the request form:

  • Patient Name

  • Requester Name

  • Facility

  • Request Type

  • Pricing Policy

Once the required information is entered, you can save the request by clicking the Save button on the Release of Information tab.

A request is also automatically saved after you perform any of the following actions:

  • Canceling or rejecting the request

  • Finalizing the request

  • Placing the request on hold

  • Assigning or unassigning the request

  • Printing an invoice

  • Printing the request

  • Receiving a payment

Once a request is saved, it is available from the Release of Information layout. Requests cannot be deleted after they are saved.