Print Template Security - Technical Requirements Overview for New Installations and Upgrades - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Technical Requirements Overview for New Installations and Upgrades

Platform
OnBase
Product
Technical Requirements Overview for New Installations and Upgrades
Release
Foundation 22.1
License
Essential
Standard
Premier

When OnBase is upgraded to version Foundation 22.1 from OnBase 11.0.0 or earlier, Medical Records configuration is modified to accommodate Print Template security. This change ensures users can access the same Print Templates they could access in earlier versions.

In the 11.0.0 Medical Records Unity Client, any user with the Printing medical records privilege could print chart documents using any Print Template, but the user could not print documents in a secure tab that the user did not have access to.

In the OnBase Foundation 22.1 Medical Records Unity Client, users can use only Print Templates they are assigned to. If the Print Template includes documents the users normally cannot access due to secure tab security, these documents now are included in the print job.

To accommodate this enhancement, the following changes take place during the upgrade:

  • If none of the Document Types in an existing Print Template belongs to a secure chart tab, then all User Groups with the Printing medical records privilege are assigned to the Print Template.

  • If any Document Type in an existing Print Template belongs to a secure chart tab, then no User Groups are assigned to the Print Template. Because only privileged users should be able to print secure Document Types, you must manually assign access to this Print Template. In Print Template Configuration, Print Templates with no User Groups assigned are denoted by an asterisk.