Patient Window Custom Query Requirements - Signature Deficiencies for Epic - Foundation 25.1 - Foundation 25.1 - Ready - OnBase - external - OnBase/Signature-Deficiencies-for-Epic/Foundation-25.1/Signature-Deficiencies-for-Epic/Configuration/Clinical-Document-Tab-Configuration/Medical-Records-Custom-Query-Configuration/Patient-Window-Custom-Query-Requirements - 2025-03-17

Signature Deficiencies for Epic

Platform
OnBase
Product
Signature Deficiencies for Epic
Release
Foundation 25.1
License
ft:locale
en-US

You cannot create Patient Custom Query tabs to be used in the OnBase Patient Window. If a Patient Custom Query tab was configured at the cross-facility level in an earlier version of OnBase, it is recommended to reconfigure the tab using the Documents tab type.

If the Patient Window must use a previously configured Patient Custom Query tab, make sure the medical records custom query meets the following requirements:

Note:

These requirements apply to the Patient Window only. They do not apply to the Medical Records Unity Client.

  • The custom query must not contain Document Types belonging to a medical record Document Type Group.

  • The retrieval keywords for the custom query must include the Keyword Type mapped to the MPI chart data field.