Add Document to Active Medical Form Packet - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
Note:

This action requires a Clinical Consents license.

This action attempts to add the current document to an open form packet associated with the document's MPI. To be considered open, a form packet must have a status of Pending or In Progress.

Note:

This action is not supported in the Classic OnBase Client interface.

This action is used in conjunction with the rule Active Medical Form Packet Exists for Chart Document. For the correct patient to be identified, the document must be indexed with a single MPI number using the Keyword Type that is mapped to the MPI chart data field.

If there is only one open form packet associated with the MPI, the document is added to that form packet. If there are multiple open form packets associated with the MPI, the document is added to the oldest open form packet.