Manually Assigning Chartless Documents to a Chart - 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

You can locate a chart by doing either of the following:

  • Entering search criteria.

  • Searching by chart Account Number.

To manually assign a chartless document to the proper chart:

  1. From the OnBase Client, select Medical | Assign Chartless Documents. The Assign Chartless Documents window is displayed. The Document Name section displays all chartless documents by Auto-Name.
    Note:

    Documents that are in Document Maintenance are not displayed in the Document Name list.

    Tip:

    To filter the list by Document Type(such as MR Diagnosis or MD EKG), click the Filter by drop-down list and make a selection. To remove any filters and display all chartless documents, click the Reset All button.

  2. To display a list of available charts using Keyword Values:
    1. In the Search Fields, enter any Keyword Values(such as First Name, Last Name, MRN and so forth) to include in the search.

      To reset all the field values, click Clear Keywords.

      Tip:

      To search by Keyword Types, refer to Searching Using Keyword Types.

    2. Click Chart Search. The Chart Name section displays all charts containing the Keyword Value criteria specified.
      Tip:

      To filter the Document Name list to display only documents that match any of the Keyword Values entered, select Filter Document List With Chart Search.

  3. To display a list of available charts Account Number:
    1. In the Chart Name window, right-click and select Search By Account to find chartless documents by account number.
    2. Enter the account number and click OK. All chartless documents matching the account number are displayed.
  4. To assign the selected document to a chart, double-click the chart in the Chart Name section. The selected chart is attached to the document selected in the Document Name list.
  5. You are prompted to confirm the action. Click Yes to add the document to the chart, or No to cancel the action. You can either select another chart or exit.
    CAUTION:

    Once you add a document to a chart, you cannot assign the document to another chart. Make sure you are adding the document to the correct chart.