Criteria for Automatic Correction Completion - Signature Deficiencies for Epic - English - Foundation 22.1 - OnBase - external

Signature Deficiencies for Epic

Platform
OnBase
Product
Signature Deficiencies for Epic
Release
Foundation 22.1
License

To be automatically completed, correction tasks must satisfy the following criteria:

  1. The task type must be Add Document or Add Transcription.
  2. The chart must contain only one pending Add Document or Add Transcription task associated with the missing document's Document Type.
    • If a chart has multiple pending Add Document or Add Transcription tasks associated with the same Document Type, these tasks must be manually completed in the Medical Records Unity Client.

    • If the chart has one pending Add Document task and one pending Add Transcription task associated with the same Document Type, then both tasks are completed when a document of that Document Type is added to the chart.

  3. The task must have a status of Pending. Tasks currently in progress (assigned to a user) are not eligible for automatic completion.
  4. The task must be associated with a Document Type. If a user creates an Add Document or Add Transcription task without selecting a Document Type, the task cannot be automatically completed.
  5. The chart's facility must be configured to allow the associated Document Type to auto-complete tasks. Otherwise, the Add Document or Add Transcription correction task must be manually completed in the Medical Records Unity Client.