Medical Records Document Attachment Updater - Unity Scheduler - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

You can use the Medical Records Document Attachment Updater processing task in Unity Scheduler to evaluate medical record documents and attach them to their corresponding patient records and charts.

1. While creating a task, on the Task Type Selection page, select Medical Records Document Attachment Updater.
   
2. Click Next.
   The Document Type Selection page is displayed, which 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. When one or more Document Types have been selected, click Next.
   The Document Selection page is displayed, which has you specify which documents need to be evaluated.
5. Select one of the following options to limit which documents within the selected Document Types are evaluated as part of the attachment task:

   • Select Evaluate documents based on Medical System Settings to align the behavior of the task with the Perform Medical Records Document Attachment option set in the Medical System Settings dialog box, accessed in OnBase Configuration. See the section on Medical System Settings in the HL7 documentation for more information.

     The description of this option informs you of the setting that is currently selected in the Medical System Settings dialog box.

   • Select Evaluate all documents to apply no limit to the task. All documents belonging to the selected Document Types are evaluated for attachment.

   • Select Evaluate documents based on DIP Format to attempt to perform medical records attachment on documents imported though a DIP process using the Perform Asynchronous Attachment setting.

6. Click Next.
   The Additional Settings page is displayed.
7. Configure additional settings for the medical records attachment as needed.

   • Select Perform Medical Records AutoFill Keyword Set Expansion to search for related MPI-based AutoFill Keyword Sets and use their values to update the Keyword Values on the document with current values.

   • Select Use inactive identifiers to attempt attachment to perform a secondary search for medical records identifying values if active values are not found in the system. These identifiers may have changed in the system since the documents were created, but records of previous values are retained, and can be used to attach documents with this setting.

   • Select the From: and To: date range options to restrict the documents evaluated for medical records attachment to those which were imported within the specified time frame.

8. Click Next. The next page of the wizard requires you to set the User Groups that have access to this task. Use the User Groups drop-down and the Add button to select groups as needed.
9. Click Next. The next page of the wizard allows you to configure a schedule for the task to run on. See the Unity Scheduler documentation for details on configuring task schedules.
   Note:

   The Medical Records Document Attachment Processor task, once executed, runs continuously, checking for new batches of documents every 60 seconds. It will only stop when manually disabled or at the end time of an execution window.

10. Click Next. The next page of the wizard allows you to configure interval schedules for the task. See the Unity Scheduler documentation for details on configuring interval schedules.
11. Click Next. The next page allows you to set a start and expiration date for the task. If needed, select the option for a start or expiration date and use the date controls.
12. Click Next. The summary of the created task is displayed. Review it for accuracy, then click Finish.