Medical Records Assigning Authority Initializer - Unity Scheduler - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Unity Scheduler
Platform
OnBase
Product
Unity Scheduler
Release
Foundation 22.1
License
Premier
Standard
Essential

When introducing assigning authorities for medical record identifiers (MRN, MPI, or Chart ID), you must run an initializer task to configure default assigning authorities. Assigning authority fields cannot have blank or null values, so this task ensures that records include a default assigning authority for the specified identifiers.

To create an assigning authority initializer task:

  1. Select Medical Records Assigning Authority Initializer from the drop-down list when prompted to select the type of task you want to create.
    Note:

    You can create multiple Medical Records Assigning Authority Initializer tasks, however, only one task will run at a time.

  2. Click Next. Special instructions for the task are displayed on the next page of the wizard.
    CAUTION:

    Before executing the assigning authority initializer, ensure that assigning authority fields have been properly configured. The changes made by the initializer task cannot be undone. Use a test environment to ensure unwanted changes are not introduced before initializing assigning authorities in production systems.

  3. Click Next. The next page of the wizard is used to specify which identifier fields should be initialized with a default assigning authority value.
  4. Select one or more of the Master Patient Index, Medical Record, or Chart options to initialize that identifier with an assigning authority.
  5. For each selected identifier field, enter the assigning authority value to use in the Default Value field.
    Note:

    If any medical record documents are locked because their attached charts have been closed, their Keyword Values are not updated by the Assigning Authority Initializer. After the task is executed, these documents are listed in the Document Errors tab, and can be re-indexed manually as needed.

  6. Click Next. The next page allows you to assign User Groups to the task.

To finish configuring the task, continue to Configuring Tasks.