Medical Records Unity Client - OnBase - Medical Records Unity Client - OnBase/Medical-Records-Unity-Client/English/Foundation-22.1/Medical-Records-Unity-Client - English - Foundation 22.1
Platform
OnBase
Product
Medical Records Unity Client
Release
Foundation 22.1
License
ft:lastPublication
2025-05-01T13:38:06.517000
ft:locale
English
Documentation Notice
Overview
Introduction
Search & Retrieval
Coding
Analysis
Completion
Correction
OnBase Workflow
Review Queues
Mail
Document Imaging
Administration
Licensing
Simplified Licensing
Optional Licensing
Additional Licensing
General Concepts
Overview of Chart Completion
The Relationship Between Dictations and Transcriptions
Dictation
Transcription
Medical Records Unity Client Transcription Support
Definitions
Account Number
Analyst
Chart
Chart Document
Chart Status
Coder
Completion
Consulting Physician
Current Procedural Terminology (CPT)
Deficiency
Deficiency Status
Deficiency Timestamps
Time Zone Abbreviations
Deficiency Types
Available Deficiency Types
Diagnosis
Dual Dictation
Dual Signature
Edit Transcription
External Missing Signature
External Unsigned Order
Missing Dictation
Missing Document
Missing/Incomplete Form
Missing Information
Missing Signature
Other
Physician Query
Delinquency
Department
Diagnosis-Related Group (DRG)
Dictation
Document
Emergency Access
Episode
Facility
Healthcare Common Procedure Coding System (HCPCS)
Holding Time for Charts
ICD-9-CM
Keyword Types and Keyword Values
Keyword Types
Keyword Values
Keyword Type Groups
Multi-Instance Keyword Type Groups
Loose Document Definition
Loose Documents for Analysis
Loose Documents for Coding
Master Patient Index Number (MPI)
Medical Record Number (MRN)
Orphan Documents
Patient-Level Documents
Primary Signer
Reanalyst
Secondary Signer
Secondaries & Non-dual Deficiencies
Secondaries & Dual Signatures or Transcriptions
Secondaries & Dual Dictations
Transcription
VIP
Installation
Requirements
General Requirements
Microsoft Visual C++ Requirements
Hyland Software - Microsoft Service Pack Statement
Digital Input Device Compatibility
Third-Party Software Requirements
Licensing
Upgrade Considerations
Medical Records Unity Client Upgrade Considerations
Installation
Concurrent Client for EMR Integrations Licensing
Configuring the Application Server for EMR Licensing
Installers Overview
Installing the Medical Records Unity Client
Change, Repair, or Remove an Installation
Running the Installer from the Command Line
CREATE_DESKTOP_SHORTCUTS
CREATE_MENU_SHORTCUTS
SERVICE_LOCATION_DATA_SOURCE
SERVICE_LOCATION_DISPLAY_NAME
SERVICE_LOCATION_NT_AUTH
SERVICE_LOCATION_SERVICE_PATH
Creating a ClickOnce Deployment
Web Server Installation Steps
From a Shared Folder Installation Steps
Manually Created Share Steps
Service Location and Deployment Configuration
Deployment Signing
Updating or Adding a Deployment Instance
Web Server Add or Update Steps
From a Shared Folder Add or Update Steps
Service Location and Deployment Configuration
Automatically Launching a Deployed Application at System Startup
Removing a Deployed Application
Removing a Deployed Application Instance from Client Workstations
Removing a Deployed Application Instance from the Deployment Server
Completely Removing a Deployed Application
Deploying the Medical Records Unity Client to a Client Workstation
Opening the Medical Records Unity Client
Manually Installing the Medical Records Unity Client
Enabling AD FS
Backup/Recovery
Window Settings
Command Line Switches
Applying a Command Line Switch via a Desktop Shortcut
Medical Records Command Line Switches
-MRMSANALYSIS
Additional Parameters
-MRMSCLOSURE="HH:MM"
Requirements
Functions
-MRMSDELINQUENCY="HH:MM"
-MRMSDELINQUENCYLETTERS
-MRMSINSTALL
Password
User Group Configuration Rights
-MRMSLOGGING
-MRMSPOLL="#"
Troubleshooting
Cannot Start Application
Display
Logging On
Contacting Support
Configuration
Getting Started
Before You Begin
User Access to Chart Documents
Locked-Down Facility
Assigned to a Facility
Authorized to Access Charts in a Facility
Configuration Rights for Administrators
Enforcing Configuration and User Group Changes in the Clients
HL7 Configuration Requirements
HL7 Chart Creation
HL7 Master File Messages
Cc Physicians
Other HL7 Import Processes
HL7 Field Specifiers
Requirements for HL7 Field Specifiers
Handling Unknown HL7 Codes
Document Type Configuration
Medical Record Document Types
Patient Document Restrictions
Medical Records Custom Query
Cross-References
Characters Per Line
Revisions
Chart Corrections and Revisions
Burning and Revisions
Redactions
Documents in Closed Charts
Excluding Medical Documents from Charts
Script Configuration for Excluding Documents From Charts
Script Hook Configuration for Excluding Documents From Charts
Report Document Type Configuration
Indexing Assistance for Medical Documents
Overview of Indexing Features
AutoFill Keyword Set Overview
Standard AutoFill Keyword Sets
Chart-Based AutoFill Keyword Sets
MRN-Based AutoFill Keyword Sets
MPI Lookup Overview
Scan Queue Chart-Based Indexing Overview
Chart-Based AutoFill Keyword Sets
Chart-Based vs. Standard AutoFill Keyword Sets
Supported Chart Fields
Configuring a Chart-Based AutoFill Keyword Set
Reverse Lookup for Chart-Based AutoFills
Discharge Status
Total Charges
MRN-Based AutoFill Keyword Sets
MRN-Based vs. Standard AutoFill Keyword Sets
Supported MRN Fields
Creating an MRN-Based AutoFill Keyword Set
Reverse Lookup for MRN-Based AutoFills
MPI Lookup for Indexing Documents
Configuring MPI Lookup
Configuring Search & Result Columns
MPI Lookup Locations
Scan Queue Chart-Based Indexing Support
Configuring a Scan Queue for Chart Assignment
Admit Type Configuration
Fixing Charts with Admit Type Issues
Configuring the Admit Type
Fixing Charts in Review for HL7-Created Admit Types
Configuring Admit Types for Coding or Analysis
Loose Document Considerations
Considerations for Modifying an Admit Type
Medical Facility Configuration
Creating a New Facility
Configuring Facility Settings
Days Before Chart Is Inactive
Days Before Deficiency is Delinquent
Days Before Chart Closing
Days Before Chart Access Expires
Deficiency Settings
Disable Missing Dictation Deficiencies
Missing Dictation Requires Job ID
Warn When Deficiency Accepted
Emergency Chart Access Request
When Auto Completion finds Multiple Deficiencies
Lock Down
Lock Down Example
Require PIN Verification
HL7 Field Specifier
Ignore Attending Physician when verifying Chart Information
Meaning Statements
Physician Query Review
Review Physician Queries Before Sending to Physician
Review Physician Queries After Physician Responds
Configuring Chart Auto-Names
Assigning Facility User Group Privileges
Physician Chart Access Considerations
Analysis Document Type Requirements
Coding Document Type Requirements
Configuring Signed Document Types to Bypass Reanalysis
Configuring Loose Documents to Trigger Analysis/Reanalysis
Configuring Loose Documents to Trigger Coding
Configuring Holding Times
Fixing Charts with Facility Issues
Configuring the Facility
Fixing Charts in Review for HL7-Created Facilities
Configuring Facilities to Automatically Complete Correction Tasks
Criteria for Automatic Correction Completion
Clinical Document Tab Configuration
Available Tab Types
Documents Tabs
Secure Documents Tabs
Best Practices for Secure Tabs
Printing Secure Documents
Deficiencies on Secure Documents
Chart Correction for Secure Documents
Secure Documents as Related Documents
Charts Containing Only Secure Documents
Chart Holds on Secure Documents
Personal Tabs With Secure Documents
Displaying Non-Sensitive Documents in Secure Tabs
Patient Custom Query Tabs
Analyst Documents Tabs
Coder Documents Tabs
Other Documents Tabs
Personal Tab
Creating a Tab for a Facility
Configuring Tab Settings
Assigning Document Types to Tabs
Assigning User Groups to Secure Tabs
Configuring the Tab Sequence
Default Tab Selection in the Medical Records Unity Client
Copying Tab Configuration to Other Facilities
Medical Records Custom Query Configuration
Patient Window Custom Query Requirements
Configuring a Custom Query for Medical Records
Designating the Medical Records Custom Query
Department & Departmental Group Configuration
Configuring a Medical Department
Configuring Departmental Groups of Non-Physicians
Medical Unit Configuration
Configuring a Medical Unit
Assigning Unit Membership
Nursing Station Configuration
Code Configuration for Procedures and Diagnoses
Supported Code Types
Code Import
Import File Requirements
Running the Code Importer
Code Maintenance
Requirements for Maintaining Codes Using HL7
Requirements for Assigning Codes to Charts
Requirements for Assigning Multiple Codes
Requirements for Diagnosis Types
Payor Configuration
Service Type Configuration
Physician Configuration
Configuring Provider Specialties
Configuring Physician Information
Assigning Proxy Users
Configuring Physician Medical Groups
Covering for Physicians in a Medical Group
Medical Group - Sharing Privileges for Chart Search
Physicians in a Medical Group - Sharing Privileges for Chart Completion
New Physician Queue
Addressing Invalid Accounts
Configuring the Physician Import Processor
Requirements for the Physician Import File
Requirements for Updating Physicians
Updating Unique Identifiers
Requirements for Deactivating Physicians
Creating a Physician Import Process
Specifying a Process Path
Configuring Formatting Settings
Defining the Field Order
Available Fields
Applying a Global Value
Assigning Privileges to Run the Physician Import Processor
Deleting Physicians
Patient Data Access Reasons Configuration
Access Reasons in Patient Window
Access Reasons in the Medical Records Unity Client
Configuring Access Reasons
Chart Data Field Configuration
Configuring a Chart Data Field
HL7 Reference Field
Repeating Segment
Repeating Field
Track Chart Column Changes
Enable HL7 Null Handling
ID Number Keyword Type
Assigning Authority
Key Value
Zero-Pad For Searching
Confidentiality Code
Mapping Requirements
Keyword Mapping Requirements for Chart Attachment
Keyword Mapping Requirements for Chart Retrieval
Mapping Requirements for HL7
Pulling Values from Repeating HL7 Fields
Using Chart Data Fields to Implement Default Values
Print Template Configuration
Assigning Document Types to a Template
Assigning User Groups to a Template
Internal Mail
Medical System Settings
General Settings
Medical Records Document Patient and Chart Attachment
Coding and Analysis Settings
Automatically Assign Re-Analyst
Require Individual Confirmation
Zero Deficiencies Require Re-Analysis
Coding and Analysis Occur
Deficiencies and Delinquencies with Analysis and Coding
Maximum Chart Suspension Hours
Interface Options
Chart Loading Options
Coding Interface: Chart Assignment
Coding Life Cycle Considerations
Analysis Interface: Chart Assignment
QA Interface
Deficiency Settings
PIN Prompt After x Minutes of Inactivity
Disable Autoplay
Minimum Autoplay Time
Responsible Physician Value Maps To
Enable External Deficiencies
Enable Dual Signature Secondary Signer Deficiencies
Automatically Confirm Accepted Signature Deficiencies After Completion
Chart-Based Reanalysis
Deficiency-Based Reanalysis
Override Note Size Burn Errors
Shrink Stamp to Fit Note
Expand Stamp to Fit Text
Require Secondary Signer to Sign Dual Deficiencies
Secondary Signature Locks Revisions
Allow Single Deficiencies to be Assigned to Secondary Signers
Allow Secondary Signers to Complete Dual Missing Dictation Deficiencies
Use Configured Aging Rates to Calculate Delinquency Status
Pause Delinquency Status Calculation During Physician Hold Time
Pause Delinquency Letter Generation During Physician Hold Time
Include Physician Number in Signature Text
HL7 Settings
Transcription Settings
Missing Data Identifier
Disable CC Physicians
Automatically Open Transcription Deficiencies in Completion
Automatically Confirm Accepted Transcription Deficiencies After Completion
Append Edit Logs to Transcription
Preserve Text Formatting when Editing Transcription
Requirements for Raw Renditions
Creating Raw Renditions
Secondary Signer Duration To Complete Transcription Deficiencies
Display Transcription Header and Footer Information
User Interface Configuration
Data Fields Configuration
Column Configuration for Chart Lists
Column Configuration for Deficiency Lists
Search Field Configuration
Unity Settings
Signed Document Filed in Error Document Type
Misfiled Document Correction Document Type
Enable Deficiency Correction Queue
Enable Confidentiality Codes
Medical Client Settings
Medical Records Custom Query
Document List Sort Order
Show Document Count Within Each Tab
Show Tabs With No Documents
Exceptions for Hidden Tabs
Show Queue Counts
Apply Facility Based Security to Chart Search
Chart Search Context
Other Contexts
Chart Access for Physicians
Apply Facility Based Security to Chartless Documents
Requirements
Expected Behavior
Enable Unit Based Security
Display Confidentiality Notice
Maximum Chart Search Results
System Notifications
Workflow System Tasks for Documents
Task Availability
Supported Rules and Actions for Documents
Supported Workflow Rules for Documents
Supported Workflow Actions for Documents
Workflow Configuration for Charts
Methods for Routing Charts
Chart Object Routing Method
Document-Based Routing Method
Making Charts Available in Workflow
When Charts Are Created or Updated
Requirements for the HL7 System Task
Preventing Charts From Entering a Queue Multiple Times
Performing Chart Routing Logic
Configuring HL7 to Add Charts to Workflow
When Specific Document Types Are Added
Requirements for Document Attachment System Tasks
Assigning System Tasks to Document Types
When Charts Are Ready for Coding or Analysis
When a User Decides to Send the Chart to Workflow
Exposing Workflow Queues in the Medical Records Unity Client
Configuring Workflow for Coding or Analysis
Configuring Admit Types
Configuring MRMS Queue System Tasks
Requirements for MRMS Queue System Tasks
Designating MRMS Queue System Tasks
Task List Execution Failures
Designating Queues for Coding or Analysis
Load-Balancing Queues
Cleaning Up Coding and Analysis Queues
Workflow Actions Supported for Charts
Workflow Rules Supported for Charts
Check Chart Data on This Chart
Check Date Data on This Chart
Document Type Exists on This Chart
Option:Document Type
User Privileges for Workflow
Coding Configuration
Coding Process Options
System Queue
Workflow Coding Queues
Non-Workflow Coding Life Cycles
Structured Life Cycles for Non-Workflow Coding
Unstructured Life Cycles for Non-Workflow Coding
Configuring Queues for Non-Workflow Coding
Configuring Structured Life Cycles for Non-Workflow Coding
Configuring Unstructured Life Cycles for Non-Workflow Coding
Changing the Life Cycle Type
Deficiency Configuration for Completion
Note Type Configuration
Available Deficiency Note Types
Configuring Deficiency Note Types
Configuring Print Settings for Deficiency Note Types
Configuring Burn Settings for Standard OnBase Note Types
Requirements for Burning Standard Notes
Configuring Standard Note Types to Burn on Documents
Burn Note After Chart Processing
Delete Note After Chart Processing
Deficiency Timestamp Configuration
Time Zones
Configuring Deficiency Rejection Reasons
Assigning Deficiency Rejection Reasons to Facilities
Dual Signature Deficiency Configuration
Enabling Dual Signature Deficiencies
Resolution Rules for Dual Deficiencies
Dual Deficiency Document Types
Dual Deficiency Note Types
Secondary Signer Creation
Editable Transcription Configuration
Unicode Limitations
HTML Limitations
User Group Privileges
Note Types for Transcriptions
File Format for Transcriptions
Document Type for Transcriptions
Configuring Transcription Settings
Sending Transcriptions Using HL7
Auto-Assigning Transcription Deficiencies to the Correct Physician
Assigning the Dictation Physician
Assigning the Responsible Physician
Enabling Automatic Confirmation
Configuring Meaning Statements for Transcriptions
Assigning Meaning Statements to Transcriptions
Missing Form Configuration
Note Types for Missing Forms
Medical E-Form Template Requirements
Document Type Requirements
Configuring Medical E-Forms for Deficiencies
Analyst Privileges for Missing Forms
Physician Query Configuration
Physician Query Deficiencies
Configuring a Physician Query Form
Automatic Document-Level Deficiencies
Creating the Responsible Physician Keyword Type
Expected Outcome Based on Responsible Physician Value
Assigning Document Types for Automatic Deficiencies
General Rules for Automatic Deficiency Creation
Additional Rules for Automatic Deficiencies on Transcriptions
Automatic Missing Document Deficiencies
Automatic Completion of Document Type Deficiencies
Manual Completion of Document Type Deficiencies
External System Configuration
Custom Services
Available Deficiency Types
External Missing Signature
External Unsigned Order
Enabling External Deficiencies
Configuring External Deficiencies
Mapping Deficiency Type Codes for Polling Files
Configuring Polling File Information for Integrations
Running the Polling Service
Polling File Method
Configuring the External Deficiency Service for Allscripts Integrations
Create the Deficiency Management Scheduled Task
Creating the Scheduler Service
Deficiency Notifier Configuration
Converting to Deficiency-Based Reanalysis
Running the Conversion
Delinquency Configuration
Delinquency Levels Configuration
Creating Delinquency Levels
Configuring Delinquency Aging
Configuring the Basis Date
Configuring Aging Rates
Copying Aging Settings to Other Facilities
Activating Delinquency Levels
Delinquency Letters Configuration
Configuring Delinquency Letters
Configuring Global Letter Settings
Suppressing PHI in Letters
Letter Template
Unicode Limitations
Sample Letter Template
Deficiency Aging During Analysis and Coding
Batch Indexing & Deficiency Creation Support
Requirements for Deficiency Creation During Indexing
User Privileges for Scanning, Indexing, & Deficiency Creation
Scan Queue Configuration for Deficiency Creation
Deleting Medical Record Configurations
Password Confirmation Required
Password Confirmation and -MRMSINSTALL Switch Required
Troubleshooting
Admit Date is the Same as the Discharge Date
Ampersands Are Replaced with Underscores After Burning
Cannot Add Charts to Review Queues
Cannot Modify Allscripts External Settings
Completion: You are not configured as a physician
Delinquency Letters Are Not Generated
Error Messages
An error has prevented the loading of deficiencies
A row has already existed in hsi.chartcodeflow
Cannot accept deficiency
Cannot save transcription
Failed to delete deficiency
Invalid system task ID: #
Physician does not have create rights to this note type
The deficiency operation cannot be completed
The following list of users are also assigned to this chart
The platter for this document is currently unavailable
The selected document type has not been configured on a tab
This chart cannot be transitioned...because it requires administrative review
This chart cannot be transitioned...because its E-Form does not exist
This deficiency is no longer available for completion
This operation cannot be completed because the chart is no longer assigned...
Unable to accept this deficiency
Unable to approve/resubmit the selected physician query
Unable to notify user by email
Unable to perform task
You do not have permissions to a note of this type
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Physician Search Does Not Retrieve the Physician
Oracle Physician Searches
Queue Counts Are Inconsistent
Task List Execution Fails
Security Configuration
Security Configuration Overview
General Rights and Privileges
Product Rights to Access the Medical Records Unity Client
Privileges to View Documents
Document Type Security
Privileges to Modify E-Forms
Privileges to Change User Options
Unavailable Features
Medical Records Privileges
Chart Stages
Analysis Privilege
Completion Privilege
Reanalysis Privilege
Coding Privilege
Proxy Completion Privilege
Chart Access
Chart Search Privilege
Restricted Facility Search Privilege
Facility Search Privilege
Global Search Privilege
Printing Privilege
Chart Review Privilege
Workflow Privilege
Chart Correction Activities
Scan Correction Privilege
Revisions From Scan Corrections
Privileges Required to Complete Scan Correction Tasks
All Types
Add Document
Add Page
Rescan Page
Split Document
Wrong Document Type
Wrong Encounter
Wrong MRN
Transcription Correction Privilege
Deficiency Correction Privilege
Document Delete Correction Privilege
Chart Access to Correction Users
Administrative Activities
Administration Privilege
Grant Chart Access Privilege
Chartless Document Assignment Privilege
Coding Privilege
Analysis / Reanalysis Privilege
Deficiency Privilege
Physician Importer Privilege
Review Queue Privilege
Correction Privilege
Burning Privilege
Patient Record Administration Privileges
General Activities
Change Document Type Privilege
Rules & Limitations
Reorder Documents Privilege
View Chart History Privilege
View Patient Census
Send / Receive Internal Mail Privilege
Create Deficiencies at Index
Privileges for Scanning, Indexing, & Deficiency Creation
Privileges to Scan
Privileges to Index
Privileges to Create Deficiencies on Index
Emergency Access
Configuring Emergency Access Privileges
Facility Security
Lock Down
Assigned to a Facility
Authorized to Access Charts in a Facility
Require PIN Verification Before Completing Deficiencies
Secure Documents Tabs
Emergency Chart Access Requests (Facility Setting)
Apply Facility Based Security To Chart Search
Apply Facility Based Security To Chartless Documents
Department Security
Unit Security
VIP Security
Chart Search VIP Access
Completion VIP Access
Confidentiality Codes
Working on Confidential Charts and Documents
Confidentiality Code Configuration
Applying Confidentiality Codes Automatically
Assigning Authorities for Confidentiality Codes
Automatically Removing Confidentiality Codes
Applying Document-Level Confidentiality Codes Automatically
Logging for Confidentiality Codes
Note Type Privileges
Workflow Privileges
System Document Type Privilege
Workflow Medical Records Privilege
Workflow Client Privilege
MRM Queue Privileges
Ad Hoc User Task Privileges
System Task Privileges
Security Keywords
Print Template Security
User Administration
Physician User Administration
Adding & Deleting Users or User Groups
Copying Medical Privileges to New User Groups
Resetting a Physician's PIN
Configuring Timeout
PIN Policies Configuration
Creating a PIN Policy
Example of a Strong PIN Policy
Complexity
Content Quotas
Rotation
Change Frequency
Setting PIN Policy Priority
Editing a PIN Policy
Deleting a PIN Policy
Overriding PIN Policies at the User Group Level
Security Flowchart
Overview of Access Rules for Chart Search
Physician Chart Access Considerations
Merging Records and Charts
Record and Chart Merge Overview
HL7 Merge Processing
Merge Scenarios
Mapping Merge Chart Data Fields
Message Actions for Merging
Historical Merge Information
Capturing Source Values in E-Forms
Moving an MRN to a Different MPI
Propagated Patient Information
HL7 Import Process Requirements
HL7 Message Requirements
Example Message
Chart Deletion
Chart Deletion Through Merge Processing
Explicit Chart Deletion (ADT^A11)
Updating and Synchronizing Patient Information
Guidelines for Medical AutoFill Keyword Sets
Recommended AutoFill Keyword Sets
AutoFill Keyword Set Assignment
Guidelines for Message Actions
Medical Records Chart
Scripted Merge Processor
AutoFill Keyword Set
Automatic Processing
Automatic Processor Names
Existing Processes
Rules for Creating/Updating Charts Using the HL7 Chart Processor
Medical Records - OnBase Client Servers
Command Line Switch Overview
-MRMSANALYSIS
-MRMSDELINQUENCY="XX:XX"
-MRMSDELINQUENCYLETTER
-MRMSCLOSURE="XX:XX"
-MRMSANALYSIS Steps
ChtStatus – 0 (Unknown)
Requires Coding and Analysis
Requires Coding
Requires Analysis
Requires Neither
ChtStatus – 10 (In Coding)
ChtStatus – 20 (In Analysis)
ChtStatus – 50 (Stalled Unknown)
ChtStatus – 60 (Stalled Coding)
ChtStatus – 70 (Stalled Analysis)
ChtStatus – 80 (Admin Override Coding)
ChtStatus – 90 (Admin Override Analysis)
ChtStatus – 6 (Post Coding)
ChtStatus – 16 (Post Analysis)
ChtStatus – 24 (Post Completion)
Found Incomplete
All Complete
No Deficiencies
ChtStatus – 34 (Post Reanalysis)
ChtStatus – 106 (QA Post Coding)
ChtStatus – 116 (QA Post Analysis)
ChtStatus – 134 (QA Post Reanalysis)
-MRMSDELINQUENCY Steps
Delinquency Levels Turned Off
Delinquency Levels Turned On
-MRMSDELINQUENCYLETTERS Steps
-MRMSCLOSURE Steps
Inactive Charts
Suspended Charts
Loose Documents
Chart Closure
Chart Analysis Table Examples
Ex. 1a
Ex. 1b
Ex. 1c
Ex. 1d
Ex. 1e
Ex. 1f
Ex. 1g
Ex. 2a
Ex. 2b
Ex. 2c
Ex. 2d
Ex. 2e
Ex. 2f
Ex. 3a
Ex. 3b
Ex. 4a
Ex. 4b
Ex. 4c
Ex. 4d
Ex. 4e
Ex. 4f
Ex. 4g
Ex. 5a
Ex. 5b
Ex. 6a
Ex. 6b
Ex. 7a
Ex. 7b
Ex. 7c
Ex. 8a
Ex. 8b
Analysis Server Flowcharts
Figure 1a
Figure 1b
Figure 1c
Figure 1d
Figure 1e
Figure 2a
Figure 2b
Figure 2c
Figure 2d
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
Legacy Licensing
Legacy Licensing Introduction
Overview
Medical Records Licensing
Medical Records Coding Interface
Medical Records Management Solution
Medical Records Transcription Interface
Additional Licensing
Concurrent Client for EMR Integrations
Document Imaging
EDM Services
Medical Emergency Concurrent Client
Physician Licenses
Workflow
Medical Records Management Best Practices
Best Practices Overview
Choosing a Medical Records Client
Medical Records Unity Client
Patient Window
DeficiencyPop
Client
Network Architecture for Medical Records
Setup for External Users
Medical Records Unity Client
Patient Window
DeficiencyPop
Setup for Internal Users
Citrix and Virtual Environments
Load Balancing
Medical Records Unity Client
Medical Web Applications
WAN Considerations
Upgrading Medical Records Clients
Available Resources
Testing an Upgrade
Upgrading Client Services
Deploying Unity
Deploying Patient Window
ActiveX Controls
Web.config Customizations
Deploying DeficiencyPop
ActiveX Controls
Web.config Customizations
Performing Post-Upgrade Tasks
Delinquency Configuration Best Practices
Before You Begin
Setup for One Letter Format
Setup for Multiple Letter Formats
Letter Templates
Command Line Switches
Setting Up Medical Records Servers
General Practices
Analysis Server
Closure Server
Delinquency Server
Delinquency Letters Server
Polling Service
Training Medical Records Users
Thoroughly Understand Users' Processes
Have a Sponsor Champion the MRM Solution
Ensure New Trainers Are Prepared
Use Appropriate & Relevant Training Materials
Set Up the Training Environment in Advance
Be Prepared to Explain the Basics
Tell Users What They Need to Know
Usage
Usage Overview
Logging On
Change Password
Navigation
Medical Records Unity Client Diagram
Using the File Menu
Accessing Keyboard Shortcuts
Summary
Using the Home Layout
Work Queues
Understanding the Numbers
Understanding the Bar Graphs
System Notifications
Changing Layouts
Non-Administrative Layouts
Administrative Layouts
Resizing & Collapsing Panes
Resizing a Pane
Collapsing a Pane
Expanding the Viewer
Sorting & Organizing Lists
Sorting Lists
Re-ordering Columns
Grouping by Column
Combining Columns
Filtering
Operators
Drop-Down Lists
Custom Filter Selection Dialog Box
Opening Filtered Items
Navigating Chart Documents
Tab-Based View
Personal Tab
Moving Document Tabs
Hiding Tabs
List-Based (Tree) View
Filtering Documents
Quickly Navigating Documents & Pages
User Options
General
Client Options
Document
Document Import
Local Data
Personal Tab
Printing
Confidential Items
Confidentiality Notifiers
Requesting Access to Confidential Items
Chart Viewer
Viewing Demographics
Viewing Patient Special Instructions
Viewing All Encounters for an MRN
Opening Documents in a New Window
Opening a Single Document
Opening Multiple Documents
Retrieving Documents Across Charts
Comparing Documents Side-by-Side
Viewing a Chart's History
Accessing the History Window
Queue History
Coding History
Patient Location History
Transaction Log
Printing
File Format not Supported for Printing
Printing Deficiencies
Bookmarking a Chart
Adding a Bookmark
Viewing a Bookmarked Document
Viewing Deficiency Information
Viewing the Document Associated With a Deficiency
Modifying Deficiencies
Viewing Related Documents
Chart Search
Searching for a Chart
Using Wildcards
Adding Another Search Field
Searching by Date
Date Range Examples
Searching by Amount
Searching by Previous MRN
Requesting Emergency Chart Access
Requesting Non-Emergency Chart Access
Chart Correction
Available Correction Types
Creating and Monitoring Correction Tasks
Creating a Correction Task
Choosing a Transcription Correction Method
Viewing All Correction Tasks on a Chart
Monitoring Tasks in Analysis, Reanalysis, or Coding
Assigning Yourself a Task
Unassigning a Task
Rejecting a Task
Selecting Keyword Sets
Adding Documents to a Chart
Browsing to the Document
Scanning the Document
Getting Images from a Camera
Re-ordering, Rotating, and Deleting Pages
Canceling the Import
Adding Pages to a Document
Scanning Pages
Browsing to Pages
Re-ordering Pages
Deleting Pages
Undoing or Redoing an Action
Completing the Task
Rescanning or Replacing Pages
Deleting Documents
Adding Transcriptions
Updating Transcriptions
Assigning Deficiencies in Corrections
Correcting Misfiled Documents
Splitting Documents
Splitting Document Pages
Copying Pages
Copying the Entire Document
Copying Pages to a New Document
Copying Pages Within the Current Document
Re-ordering Pages
Updating Keywords
Undoing or Redoing an Action
Canceling Your Changes
Adjusting Thumbnails in the Correction Viewer
Changing a Document Type
Addressing Wrong Document Type Tasks
Changing the Document Type Without a Task
Reordering Documents
Re-Indexing & Correction Tasks
Viewing the Chart Associated with a Task
Workflow
Accessing Workflow Queues
Performing Ad Hoc Tasks on Charts
Adding Charts to Life Cycles
Executing System Tasks on Documents
Organizing System Tasks for Documents
Review Queues
Accessing a Review Queue
Completing a Review
Filtering Out Completed Charts
Printing in a Review Queue
Retrieving Charts to Work On
Assigning Charts to Yourself
Auto-adding a New Chart to Your Queue
Searching for Charts to Work On
Unassigning Charts From Yourself
Searching for a Specific Chart Across All Queues
Coding
Coding Concepts
Typical Structured Life Cycle Process
Typical Unstructured Life Cycle Process
Chart Coding Statuses
Document Coding Statuses
Assigning Yourself Charts to Code
Coding a Chart
Completing Coding on a Chart
Completing & Routing Charts in Coding Life Cycles
Using Ad Hoc Tasks to Complete & Route Charts in OnBase Workflow
Tracking Your Progress on a Chart
Marking Your Progress on a Document
Returning to a Document in Progress
Marking a Document as Done
Filtering Out Completed Documents
Creating a Physician Query
Filling Out a Physician Query
Waiting for Physician Replies
Statuses for Physician Queries
Administrator Review
Completed Physician Queries
Deleting an Unsent Query
Creating & Viewing Analyst Review Notes
Creating an Analyst Review Note
Viewing Analyst Review Notes
Viewing Deficiencies
Viewing Deficiency Information in Coding
Marking Stat Deficiencies in Coding
Clearing Stat Deficiencies
Suspending a Chart
Unsuspending a Chart
Analysis
Analysis Concepts
Assigning Yourself Charts to Analyze
Analyzing a Chart
Working on Charts in Pre-Analysis
Completing Analysis
Deficiency Behavior
Deficiencies & Physicians
Deficiency Orientation
Deleting Pages with Deficiencies
Creating Deficiencies
Creating Deficiencies in Analysis Layouts
Creating Deficiencies in Chart Search
Creating Deficiencies During Indexing
Looking Up A Physician
Available Deficiency Types
Applying a Diagnosis Deficiency
Applying a Dual Dictation Deficiency
Applying a Dual Signature Deficiency
Applying an Edit Transcription Deficiency
Applying a Missing Dictation Deficiency
Applying a Missing Document Deficiency
Applying a Missing/Incomplete Form Deficiency
Applying a Missing Information Deficiency
Applying a Missing Signature Deficiency
Applying an Other Deficiency
Viewing Deficiency Information
Viewing Deficiency Information in an Analysis Layout
Viewing Deficiency Information in Non-Analysis Layouts
Editing & Reassigning Deficiencies
Editing Deficiencies in an Analysis Layout
Editing Deficiencies in Non-Analysis Layouts
Deleting Deficiencies
Deleting Deficiencies in an Analysis Layout
Deleting Deficiencies in Non-Analysis Layouts
Marking Deficiencies as Stat
Marking Stat Deficiencies in Analysis Layouts
Clearing Stat Deficiencies in Analysis Layouts
Marking Stat Deficiencies in Deficiency-Based Reanalysis
Clearing Stat Deficiencies in Deficiency-Based Reanalysis
Marking Stat Deficiencies in Non-Analysis Layouts
Clearing Stat Deficiencies in Non-Analysis Layouts
Suspending a Chart
Unsuspending a Chart
Reanalysis
Chart-Based vs. Deficiency-Based Reanalysis
Accessing Reanalysis
Retrieving Work to Reanalyze
Chart-Based Retrieval
Deficiency-Based Retrieval
Auto-Assigning Yourself the Next Deficiency
Searching for Deficiencies to Work On
Retrieving Deficiencies From a Specific Chart
Assigning Yourself Deficiencies From the Deficiency Notifier
Unassigning Deficiencies From Yourself
Completing Reanalysis
Completing Chart-Based Reanalysis
Chart Returning to Reanalysis
Completing Deficiency-Based Reanalysis
Reviewing Loose Documents
Confirming Completed Deficiencies
Chart-Based Confirmation
Deficiency-Based Confirmation
Repositioning Missing Information Text
Resubmitting Deficiencies
How Accepted Deficiencies are Resubmitted
Resubmission in Chart-Based Reanalysis
Resubmission in Deficiency-Based Reanalysis
Routing a Deficiency to Another Reanalyst
Addressing Analyst Review Notes
Working in the Analyst Review Notes Layout
Layout Overview
Assigning Notes to Yourself
Unassigning a Note From Yourself
Completing an Analyst Review Note
Working on Analyst Review Notes in Analysis Layouts
Chart Completion
Completion Layout Overview
Hiding Deficiencies
Checking a Deficiency's Status
Deficiency Date
Delinquency Level
Secondary Signer
Stat
Status
Using PINs for Identity Verification
Creating Your PIN
Changing Your PIN
Entering Your PIN When Prompted
Accepting Deficiencies
Addressing Missing Dictations & Documents
Addressing Missing Diagnoses & Other Deficiencies
Addressing Edit Transcription Deficiencies
Opening the Transcription Editor
Editing the Transcription
Viewing the Header & Footer
Viewing the Associated Chart
Cc-ing Physicians
Looking Up a Physician to Cc
Meaning Statements
Addressing External Deficiencies
Addressing Incomplete or Missing Forms
Addressing Missing Information Deficiencies
Addressing Missing Signatures
Addressing Physician Queries
Waiting for Secondary Signers
Rejecting Deficiencies
Viewing the Chart Associated with a Deficiency
Refreshing the Deficiency List
Using Autoplay to View & Address Multiple Deficiencies
Starting Autoplay
Addressing the Selected Deficiency
Signing All Viewed Deficiencies
Changing the Display Duration
Stopping & Exiting Autoplay
Updating the Deficiency Text
Covering for Other Physicians
Viewing Charts
Completing Deficiencies for Another Physician
Performing Proxy Completion Tasks
Accessing Proxy Completion
Selecting a Physician to Proxy For
Reviewing Edit Transcription Deficiencies
Completing Missing Dictations by Proxy
Chart Notes & Suspension
Creating & Viewing Chart Notes
Creating a Chart Note
Viewing a Chart Note
Editing a Chart Note
Deleting a Chart Note
Suspending a Chart
Unsuspending a Chart
Chart Holds
Chart Holds Overview
Hold Reasons
Automatic Hold Removal & Notification
Completed Holds
Invalidated Holds
Placing a Hold on a Chart
Viewing Your Existing Holds
Viewing All Your Holds
Viewing Your Holds on a Specific Chart
Viewing the Associated Chart or Document
Removing a Hold
Patient Census
Sending & Receiving Charts by Mail
Sending Charts Through Internal Mail
Checking Your Mail
Status Icons
Message Types
Refreshing Your Inbox
Receiving Internal Mail
Reading Internal Mail
Viewing the Attached Chart
Replying to Internal Mail
Routing a Chart to Another User
Routing a Deficiency To Another Reanalyst
Working on Routed Items
Opening Routed Items from Your Inbox
Viewing the Message for a Routed Item
Routing an Item Back
Deleting Messages
Viewing & Annotating Documents
Document Viewer
Document Thumbnails
Document Tab
The Notes Gallery
Notes
Annotations
Hiding Notes & Deficiencies
Working with Notes in the Task Pane
Viewing and Editing Notes
Deleting a Note
Setting Note Privacy Options
Image Tab
Text Tab
Internal Text Search
Generating Text Search Reports
Limiting Searches Using Internal Text Search Settings
Overlays
Apply an Overlay to a Document
Remove an Overlay from a Document
Document Separation
Separation Procedures
Administration
Changing Assigned Coders, Analysts, or (Chart-Based) Reanalysts
Searching for Charts to Assign or Unassign
Assigning or Reassigning Charts
Unassigning Charts
Changing Assigned Reanalysts (Deficiency-Based)
Searching for Deficiencies to Assign or Unassign
Assigning & Reassigning Deficiencies
Unassigning Deficiencies
Transitioning a Chart to Coding, Analysis, or Reanalysis
Administering Confidentiality Codes
Assigning Confidentiality Codes
Removing Confidentiality Codes
Addressing Chart Access Requests
Assigning Chart Access
Addressing Consulting Physician Requests
Resolving Chartless Documents
Assigning Documents to a Chart
Removing Chartless Documents
Re-indexing a Chartless Document
Changing Correction Task Assignments
Searching for Tasks to Assign or Unassign
Assigning & Reassigning Tasks
Unassigning Tasks
Administering Deficiencies
Deficiencies Eligible for Reassignment
Reassigning Specific Deficiencies to a Physician
Reassigning All of a Physician's Deficiencies
Editing Deficiencies in Deficiency Administration
Deleting Deficiencies in Deficiency Administration
Marking Stat Deficiencies in Deficiency Administration
Viewing the Document Associated With a Deficiency
Looking Up a Physician
Creating & Editing Physicians
Accessing Physician Administration
Creating a Physician
Editing Physician Information
Editing User Information
Resetting Passwords
Assigning User Groups
Deleting a Physician User
Reviewing Physician Queries
Reviewing the Coder's Request
Reviewing the Physician's Response
Editing Physician Queries
Administering Physician Holds
Viewing Physician Holds
Adding a Hold
Updating a Hold
Removing a Hold
Administering System Notifications
Accessing System Notifications
Creating a System Notification
Updating a System Notification
Deleting a System Notification
Creating & Managing Review Queues
Accessing Review Queue Administration
Creating a Review Queue
Editing a Review Queue
Deleting a Review Queue
Adding Charts to a Review Queue
Searching For & Adding Multiple Charts
Adding a List of Charts
Adding Charts by File Import
Adding a Chart from Chart Search
Updating a Chart's Availability or Expiration
Removing a Chart from a Review Queue
Addressing Duplicates in Review Queues
Monitoring & Removing Chart Holds
Accessing Chart Holds Administration
Viewing the Associated Chart or Document
Removing a Chart Hold
Administering Deficiency Burning Errors
Accessing the Burning Admin Layout
Deleting the Current Deficiency
Reassigning the Deficiency
Burn Behavior for Reassigned Deficiencies
Re-dropping the Deficiency
Converting the Deficiency to a Signature Deficiency
Creating a New Deficiency
Importing a New Document Rendition
Burn Error Descriptions & Resolutions
Managing Locks
Document Locks
Keyword Locking
Disk Group Locks
Process Locks
User Administration
Required Administrative Rights
User Administration Overview
Users Tab
Creating Users
Editing Users
Resetting User Passwords
Locking and Unlocking Users
Deleting Users
Changing User Group Assignments
Assigning Security Keywords to Users
Troubleshooting Layout
Troubleshooting Messages
Creating Bug Reports
Using the Request Profile Diagram
Batch Scanning & Indexing
Batch Scanning and Indexing Overview
Imaging User Options
License Option
Batch Scanning
Option: Enable image previews during sweep
Option: Preview images displayed per minute (60-360)
Option: Disable Document Review
Option: Advanced Document Review
Batch Processing
Option: Hide batch counts
Option: Hide sub status queues
Option: Hide document counts
Option: Automatically select Auto Load Next Batch
Option: Display batch locks
Batch Indexing
Option: Enable the review actions warning
Option: Disable autofill keyword set warning
Option: Clear keyword locks between batches
Batch Document Separation
Option: Enable the save changes confirmation
Option: Route batch to the next processing queue after saving changes
Right-Click Menus
Within the Batch Scanning Layout
Within the Batch Processing Layout
Batch Scanning
The Batch Scanning Layout
The Scanning Pane
The Scan Options Panel
The Keyword Panel
The Scanning Toolbar
The Scan Queues Pane
The Batches Pane
The Documents Pane
The Document Viewer
The Document Review Tab
The Scan Progress Panel
The Log Panel
The Scan Performance Panel
Scanning a Batch
Scanning From Disk
Sweeping a Batch
Sweeping the Contents of a Folder
Sweeping a File
Scanning/Scanning From Disk/Sweeping Additional Documents into an Existing Batch
Scanning Additional Pages into an Open Document
Reviewing Documents From a Batch
Working With Panels
Setting the Panel Mode
Docking and Undocking Panels
Refreshing a Batch Status List
Batch Indexing
The Batch Processing Layout
The Options Panel
The Queues Pane
The Status Queues List
The Scan Queues List
The Batches Pane
The Documents Pane
The Document Viewer
Viewing Documents in a Batch
Sending a Batch or Document Set to a Different Scan Queue
Sending a Batch, Document Set, or Document to a Specific Status Step
Sending a Batch, Document Set, or Document to the Active Capture Process
Transitioning a Batch to the Next Batch Status Queue
Transitioning a Document Set to the Next Status Step
Repairing and Transitioning a Batch or Document Set
The Batch Indexing Layout
The Indexing Pane
The Document Type Panel
The Keyword Panel
The Indexing Toolbar
The Documents Pane
The Document Viewer
Indexing a Batch
Deficiency Creation
Requirements for Deficiency Creation During Indexing
Creating Deficiencies During Indexing
Editing & Deleting Deficiencies During Indexing
Deficiency Statuses During Indexing
Keyword Considerations
Date Keyword Values
Floating Point Keyword Values
Keyword Data Sets
Cascading Data Sets
AutoFill Keyword Sets
Reverse AutoFill Keyword Set Lookups
Keyword Locks
Persistence of Keyword Type Locks
Locking Keyword Values in AutoFill Keyword Sets
Locking Keyword Values in Multi-Instance Keyword Type Groups
Undesired Results of Keyword Locks
Creating a New Document From an Existing Document
Re-Indexing a Batch
Double-Blind Indexing
Filtering Committed Batches
Refreshing a Batch Status List
Bar Code Processing
Bar Code Indexing Considerations
Document Preparation
Navigating Pages and Documents
Rearranging Pages and Documents
Dragging and Dropping
Using the Page Holder
Appending
Separating
Shifting or Rotating Pages Using Shortcuts
Shifting Pages
Rotating Pages
Marking Pages for Rescan or Deletion
Marking Pages for Rescan
Marking Pages for Deletion
Working with Document Types
Searching and Filtering Document Types
Assigning Document Types
Double-Clicking
Pressing Enter
Using Shortcut Keys
Setting Favorite Document Types
Automatically Loading Document Sets
Closing Document Sets
Rearranging Panes
Docking Panes at the Edges
Docking Panes with Other Panes
Brainware Integration Processing
Quality Assurance
The QA Image Quality Review Layout
Performing QA Image Quality Review
The QA Rescan Layout
Performing QA Rescan
The QA Review Layout
Performing QA Review
The QA Re-Indexing Layout
Performing QA Re-Indexing
The Manager Resolution Layout
Performing Manager Resolution
Document Separation
The Separation Workspace
Document Display Mode
Page Display Mode
Tree Display Mode
Adjusting Thumbnails in the Separation Workspace
Selecting Documents in the Separation Workspace
Selecting Documents in Document Display Mode
Selecting Documents in Page Display Mode
Selecting Documents in Tree Display Mode
Reordering Documents in the Separation Workspace
Using the Page Holder
Saving Documents
Viewing and Editing Page Details in Document Separation
Creating and Editing Documents in the Separation Workspace
Adding New Pages to the Separation Workspace
Adding Pages by Browsing
Adding Pages by Acquiring
Clicking and Dragging Pages in the Separation Workspace
Clicking and Dragging Pages in Document Display Mode
Clicking and Dragging Pages in Page Display Mode
Clicking and Dragging Pages in Tree Display Mode
Joining Documents in the Separation Workspace
Merge Documents
Join Pages
Append After Page
Splitting Documents in the Separation Workspace
Split
Using the Break into Documents Option
Copying Pages and Documents in the Separation Workspace
Copy Document
Copy Pages to New Document
Copy Pages in Place
Deleting Documents or Pages in the Separation Workspace
Undoing and Redoing Actions in the Separation Workspace
Working with Comments on Revisable Documents in the Separation Workspace
Working with Comments in Document Display Mode
Working with Comments in Page Display Mode
Shortcut Keys
General Indexing
Indexing Ribbon Actions
Document Preparation
QA Review Ribbon Actions
Manager Resolution Ribbon Actions
Document Viewer Focus
Document Separation
Administration
Batch Scanning
Filtering Scan Queues for Batch Scanning
Configuring the Keyword Panel for Pre-Indexing
Managing Scan Formats
Creating a Scan Format
Setting a Favorite Scan Format
Modifying a Scan Format
Scanner Setup
Document Setup
Deleting a Scan Format
Importing/Exporting a Scan Format
Importing a Scan Format
Exporting a Scan Format
Specifying a Default Scan Format for a Scan Queue
Selecting a Scan Source
Managing Global Scan Formats
Batch Processing
Filtering Scan Queues for Batch Processing
Configuring the Keyword Panel for Batch Indexing
OnBase Client Usage
Working with Charts
Searching for and Viewing Charts
Requesting Access to Denied Charts
Granting Chart Access for Non-Emergency Requests
Assigning Chartless Documents to Charts
Manually Assigning Chartless Documents to a Chart
Searching Using Keyword Types
Processing Chartless Documents
Reviewing and Correcting Charts
Reasons Charts Require Review
Automatic Chart Correction
Manual Chart Correction
Changing the Attending Physician
Modifying Charts
Editing Transcription Headers
Rules for Automatically Attaching Documents to Charts
Running a Script on a Chart
Run a Script from Chart Search
Run a Script from Chartless Documents
Running a Script from a Document
Running a Script from a Document List
Re-Indexing Considerations for Medical Records
Re-Index a Document Into a Chart Document Type
Re-Index a Document Out of a Chart
Re-Index a Document Containing Confidentiality Codes
Document Separation Considerations for Medical Records
Deleting Empty Charts
Update the Name Formatting for all Charts in a Facility
Manually Generating Physician Letters
Requirements for Letter Generation
Generate All Physician Letters
Generate Physician Letters for One or More Physicians
Letters for Secondary Signers
Sample Generated Physician Letter
Details of Impending Delinquent Deficiencies
Medical Records Note Appendices
Scanning Medical Documents
Resolving Documents to Charts Using Chart Search
Scanning More Pages Using Chart Search
Indexing Medical Documents Using MPI Lookup
Using MPI Lookup
MPI Lookup Locations
Importing Physicians
Running the Physician Import Processor
Scheduling the Physician Import Processor
Running Reports
Delinquency Report
Chart Document Report
Confidentiality Code Activity
Viewing Reports in the OnBase Client
System Interaction
COLD
Document Imaging
Scanning in the Medical Records Unity Client
Document Import Processor (DIP)
Enterprise Integration Server
HL7
Release of Information
Reporting Dashboards
Workflow
Ribbon Button Descriptions
Ribbon Button List
Mail Layout
Chart Search Layout
Patient Census Layout
Coding Layout
Pre-Analysis Layout
Analysis Layout
Reanalysis Layout (Deficiency-Based)
Reanalysis Layout (Chart-Based)
Analyst Review Notes Layout
Correction Layout
Completion Layout
Proxy Completion Layout
Workflow Layout
Review Queues Layout
Chart Holds Layout
Batch Scanning
Batch Processing
Administration Layouts
Coding / Analysis / Reanalysis (Admin) Layouts
Grant Chart Access Layout
Chart Access Layout
Consulting Physician Layout
Chartless Documents Layout
Correction (Admin) Layout
Deficiency Layout
Physician Layout
Physician Query Layout
Physician Holds Layout
System Notifications Layout
Review Queues (Admin) Layout
Chart Holds (Admin) Layout
Burning (Admin) Layout
Columns and Search Fields
Column and Search Field Overview
Chart Columns & Search Fields
Deficiency Columns & Search Fields
Deficiency Statuses
Document List Columns
Document Statuses
Chart Hold Columns
Correction Task Columns & Search Fields
Review Queue Administration Columns
Transaction Log Columns
ExtraInfo Columns