Medical Records Relevant Date Updater - 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

A scheduled task must be created in order to propagate changes made to clinically relevant date configurations for medical records Document Types to the existing documents within those Document Types. When changes are made to clinically relevant dates, this updater task can apply the new configuration to documents on either an ad hoc or scheduled basis.

To create a relevant date updater task:

  1. Select Medical Records Relevant Date Updater from the drop-down list when prompted to select the type of task you want to create.
  2. Click Next. The next page lists available medical record Document Types for the task to include in evaluation.
  3. Select a Document Type from the Available Document Types list and click Add to include documents of that type in the evaluation task. You can use the drop-down list to filter the Available Document Types list by Document Type Group.
  4. Click Next. The next page allows you to assign User Groups to the task.

To finish configuring the task, continue to Configuring Tasks.