The following steps describe how to index a document using MPI lookup. Perform these steps when importing, indexing, or re-indexing a document.
For information about the availability of this option, see Indexing Medical Documents Using MPI Lookup and MPI Lookup Locations.
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Select a medical record Document Type from the Document Type drop-down. The MPI lookup option becomes available.
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Select the MPI lookup option. Depending on the current context, the option may be represented as a button or as a drop-down option. For illustrations of this option, see MPI Lookup Locations.
The lookup window is displayed.
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In the fields provided, type any known values for the patient associated with the document you are indexing. Available fields may vary depending on your system's setup.
Tip:
OnBase automatically performs a wildcard search for any records whose values begin with the values you entered. For example, if you enter 12 for the Master Patient Index, OnBase retrieves all patients whose Master Patient Index begins with 12. You do not have to append wildcards to the values you enter.
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Click Search. The results list displays any patient records matching your criteria.
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Select the patient's record.
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Click Show Patient Charts. The results list displays all active charts associated with the patient. If the patient has no active charts, a message is displayed.
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Select the appropriate chart for the document you are indexing. The patient's demographic information is displayed above the list.
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Do one of the following:
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To index the document with information from the patient's chart, click Select Chart. The chart values are populated for the document's chart-related Keyword Types.
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To go back to the list of patient records, click Back.
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Review the Keyword values and modify them as needed.
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Proceed with importing, indexing, or re-indexing the document. When finished, click the Import, Index, or Re-Index button.
