Reordering Attached Documents - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Managing-Existing-Attachments/Reordering-Attached-Documents - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Once you have added documents to a request, you can order them according to the requester's preference.

The initial order of documents is dictated by the Request Type. However, if you have changed the release order before selecting a Request Type, the release order you have configured is used instead of the Request Type release order.

To reorder documents:

  1. Click the Release Order button from an open request.

    The Release Order list is displayed.

    Tip:

    When reordering documents in a request, save the request often to ensure your intended changes are applied.

  2. If the request contains multiple charts, select Separate by Chart to ensure documents belonging to the same chart are grouped together. If a request contains multiple patients, enabling this option ensures clinical documents for the same patient are grouped together.

    The left pane lists the packets that will be generated for this request. Select a packet to review and sort the documents within it.

  3. Change the document order either manually or by selecting an order sequence. See the following topics:
  4. Click the Save button from the ribbon to save the new order.