Configuring Document Collections - Hyland Clinician Window - 23.2 - 23.2 - Other - external

Hyland Clinician Window
Platform
Other
Product
Hyland Clinician Window
Release
23.2
License

Document Collections are configured in the OnBase Configuration module.

To configure and grant access to a Document Collection:

  1. In the OnBase Configuration module, select Medical | Healthcare Clients | Document Collections.

    The Medical Document Collections dialog box is displayed.

  2. Enter a name for a Document Collection.
  3. Click Create.
    The Document Collection is added to the list.
  4. Click Document Types.

    The Document Collection - Document Type Assignment dialog box is displayed.

  5. Select one or more Document Types from the Available Document Types list.
  6. Click Add to assign the selected Document Types to the Document Collection.

    To remove a Document Type from the Document Collection, select it from the Selected Document Types list, and then click Remove.

  7. Click OK when you are done assigning Document Types to the Document Collection.
  8. Click User Groups.

    The Document Collection - User Group Assignment dialog box is displayed.

  9. Select one or more User Groups from the Available User Groups list.
  10. Click Add to assign the User Groups to the Document Collection.
    To remove a User Group from the Document Collection, select it from the Selected User Groups list, and then click Remove.
  11. Click OK when you are finished assigning User Groups to the Document Collection.
  12. Click Close when you are done creating Document Collections.