Excluding Medical Documents from Charts - Excluding Medical Documents from Charts - OnBase - Signature Deficiencies for Epic - OnBase/Signature-Deficiencies-for-Epic/Foundation-25.1/Signature-Deficiencies-for-Epic/Configuration/Document-Type-Configuration-for-Signature-Deficiencies/Excluding-Medical-Documents-from-Charts - Foundation 25.1 - Foundation 25.1

Signature Deficiencies for Epic

Platform
OnBase
Product
Signature Deficiencies for Epic
Release
Foundation 25.1
License
ft:lastPublication
2026-04-02T23:03:11.537264
ft:locale
en-US

In most cases, all documents in Document Types belonging to chart Document Types will either be automatically assigned to a chart upon import into the system, or they will be sent to Chartless Documents, where they must be manually assigned to a chart.

If some documents should not be assigned to a chart, you can use VBScripts to import a document into a chart Document Type without requiring the document to be assigned to a chart or placed in Chartless Documents.

The following procedures provide medical record-specific steps for VBScript configuration. For more information about configuring VBScripts, see the System Administration documentation.

Note:

This functionality applies to chart attachment only. It will not prevent the attachment of medical documents to patient records.

Note:

Depending on your Medical System Settings, OnBase may not attempt to add a document to a chart or send the document to Chartless Documents upon archival. Attachment can also be prevented at the process level for individual DIP processes.