OnBase Scanning and Indexing Training Manual

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OnBase Scanning and Indexing Training Manual

Comprehensive Guide to OnBase Scanning and Indexing

Integrated with your OCHIN Epic EMR, the OnBase Document Management System allows you to store, view, and file scanned documents electronically as if they were part of the EMR. This manual discusses scanning, indexing, and integrating documents into your EMR.

March 22, 2019

© 2019 OCHIN Education 190322 Page 1 of 34

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TABLE OF CONTENTS Scanning and Indexing Overview .................................... 2

Scanning .......................................................................... 3

Connecting to the OnBase Scanning Client ................. 3

Preparing Documents for Scanning ............................. 5

Printing the Barcode Coversheet ................................ 6

Scanning Documents ................................................... 7

Checking Scanned Document Quality (QA) ................. 9

Uploading a Batch ..................................................... 11

OCHIN Indexing ............................................................. 12

Connecting to the OnBase Indexing Client ............... 12

Indexing a Batch ........................................................ 13

Indexing Toolbar........................................................ 18

Committing a Batch ................................................... 19

Fixing Incorrect Data (Before Committing) ............... 22

Fixing Incorrect Data (After Committing) .................. 23

Appending Two Documents Once Indexed ............... 27

Additional Options and Tips .......................................... 29

Clearing a Paper Jam ................................................. 29

Adding Documents While Scanning .......................... 29

Deleting Documents from Scanned Batches (Indexing) .................................................................. 29

Rotating Scanned Documents ................................... 30

FAQs .............................................................................. 31

Scanning Document Types In Basket Defaults .............. 34

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OnBase Scanning and Indexing

Scanning and Indexing Overview Our document management solution integrates the OnBase Document Management System (DMS) with the Epic Electronic Medical Record (EMR). The DMS is used to store, view, and file documents electronically. Integrating it into the EMR enables you to view and store scanned documents as if they were part of the EMR. This integration allows you to go to one place for documents and related information. The following are the three major steps in the DMS/EMR process: Scanning Documents Document scanning is the process of imaging a paper document and creating an electronic file. The preparation of the paper documents and the scanning is performed at the clinic site. When the clinic scans documents, it uses the OnBase DMS to import batches of electronic document files. These batches are uploaded daily to the main OnBase software application where they wait to be indexed. Indexing Documents Indexing documents is the process of assigning electronic documents values and names (keywords). The DMS files electronic documents by these values and names so you can easily retrieve them. For example, if you have an electronic document of a consent form, the indexer matches it to the Consent document type for the patient to whom it belongs. Indexing is also performed at the clinic site. Document/EMR Integration This last phase is when the DMS sends a message to the EMR informing it that it has a document. The EMR uses the indexing and messaging information to place the electronic document in the correct location in the EMR. Please note: Each step of the document management process is important and we all share the responsibility of accuracy and quality. As the first part of the document management process, you have a key role in getting things off to the right start. In a paper chart, a misfiled document is easily moved to the correct chart. In the DMS and EMR, corrections are time consuming and affect the integrity of a patient’s medical record. The process of scanning, indexing, and integrating electronic documents into the patient’s record includes important quality assurance (QA) steps. Do not skip steps in the scanning process, especially your QA step. Any errors committed there take twice the time to correct than if you do it right the first time.


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Scanning

Connecting to the OnBase Scanning Client 1. From the desktop of the connected computer, double-click the OCHIN Scanning (Disconnected

Scanning) shortcut icon.

2. Enter your Username and Password, and click Server.

3. Select the OnBase environment you’d like to log into. Relobscan18.ochin.info logs you into Release OnBase and obscan18.ochin.info logs you into production OnBase. Once the server address has been selected, click OK.


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4. You are now connected to the OnBase Disconnected Scanning Client and will be presented with the following screen:

• Batch Viewer – In this section you can view all of the batches of electronic documents that you have scanned as well as QA and edit the documents.

• Scan Queue – You have two choices: High and Low. The High priority scan queue is for documents that need to be indexed within 24 hours of the batch upload. The Low priority scan queue is for documents that need to be indexed within 72 hours of the batch upload. To determine which queue to use, please refer to the document prep process. The two queues are provided solely to aid users in separating documents by priority; there is no functional difference between them.

• Document Viewer – The content of the scanned documents appears here.

Note: Do not change the settings in this area


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Preparing Documents for Scanning 1. Verify that the document passes the following conditions:

• Documents have to be signed-off by a provider (if the provider is signing the documents from within Epic, be sure that the “Send to In Basket?” field is set to “Yes”, so the provider receives the scan.

• Documents cannot be on the ‘Do Not Scan’ list. If the document is on that list, follow your clinic’s guidelines on what to do.

• Documents cannot be printed on dark or bright paper because they do not scan properly. These documents must be photocopied, and then you can scan the copies.

• Documents should not have sticky notes on them. Some sticky notes are not readable on scanned documents, plus they can cover up critical data if they are stuck in the wrong spot. Remove all sticky notes and if their information is critical, include it in the document itself.

• Documents with barcodes on them have been covered by a white label. A Sharpie can be used, but they tend to bleed through the page.

Do not scan until the document passes all five conditions.

2. Sort your documents into high and low priority scan queues. Remember, the priorities for different

document types have already been determined. Consult your clinic’s document scan queue list to make sure that you are sorting them correctly. Note: Documents that are not sorted correctly are not indexed correctly and must be re-scanned.

3. Set the high scan queue pile by patient. Verify the patient’s documents pass the following conditions:

• All of the documents for the same patient are grouped together. If not, sort out those documents belonging to another patient. Note: Mixing one patient’s documents with another’s can throw off the indexing and place the documents in the wrong chart.

• Verify that all of the multiple page documents are in order.

Source: The source is the scanner that is connected to the local machine. If no source is selected, you will not be able to scan. The source is configured at setup and should not be changed by the end user.

Format: The scan format is the settings for how each document will be acquired. The default format will scan in documents double sided and in black and white. The EKG option scans in color. It is recommended that you only use EKG for documents that require higher resolution (e.g., EKGs, Radiology, etc.).


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• Write the document date on the top right hand corner of the page. This is the document’s Date of Service. Consult your clinic for more details.

Repeat this process for the low scan queue pile.

Printing the Barcode Coversheet 1. Open Epic Production.

2. From the toolbar at the top of the screen, select Appts.

3. Search for and select the patient to open their Appointment Desk.

4. From inside the patient’s Appointment Desk, select the Scan Barcode button.

5. This will print a Barcode Coversheet. Verify that the Barcode Coversheet is for the correct patient, and that the barcodes are printed clearly and not marked. Note: Barcodes that are faded, marked, or unclear run the risk of being scanned improperly, causing the documents to be indexed incorrectly.

6. Place the Barcode Coversheet face-up on top of the patient’s documents. This barcode sheet will apply its data to every subsequent page until it sees another barcode sheet or the end of the batch.


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Scanning Documents 1. Navigate back to the OnBase Disconnected Scanner application.

2. Verify that your scanner is plugged in and turned on. 3. From the Scan Queue dropdown, select the applicable High or Low scan queue. 4. Load your documents into the scanner based on the manufacturer’s recommendations. Each brand and

model of scanner has a different way to load documents. 5. From the File menu in the upper left corner, select Scan New Batch.

6. A window will appear, displaying the options to change the scan format and proceed with scanning the batch. If the batch needs to be scanned in color, change the scan format now and then select Scan. The example below shows the window for Fujitsu scanners, so it may appear different if a non-Fujitsu scanner is being used.

Note: If you receive a “Unknown internal error” pop up when you select Scan new batch, this means the scanner is not plugged in, turned on, or a source is not selected. Check the USB cable, power cable, and press the power button located on the scanner. Check the source window and verify that the scanner is there.


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7. As the documents are scanned, they will appear in the Document Viewer window on the right side of the screen. Monitor your documents as they feed through the scanner to ensure they don’t get stuck together or jam.

8. Once all of the documents in the batch have been scanned, click the close button.

9. the Scanning Complete dialogue box will appear. Click Done. 10. The batch is created and closed. You are now ready to check the quality of your scanned documents.

11. Although the documents are now stored electronically, DO NOT shred them until they have been filed to

the patient’s chart.

Note: Barcode sheets that are scanned in on top of the document(s) will initially appear in the batch. Once the document has been uploaded to Indexing, the barcode sheets will be processed and deleted automatically.


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Checking Scanned Document Quality (QA) 1. From the lower left section of the screen, note your Batch name. This will be a combination of the date

and your Username.

2. In the list of folders in the upper left section of the screen (Batch Viewer), double-click the Awaiting

Index folder. All of the batches scanned in the selected Scan Queue for your Service Area that day will appear.


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3. Double-click the batch name to see a list of the documents included in that batch. 4. Double-click a document to see its details t in the Document Viewer on the right.

5. Check the documents for the following:

• The quality of the document image is good and readable.

• All documents loaded were scanned.

• All multiple page documents were scanned together. 6. Once all requirements are met, the batch is ready to be uploaded.

Note: By default, OnBase will consider the front and back of a page as one document (If the back of a page is blank, OnBase will automatically delete it once it has been uploaded to the Indexing program). If there are several pages that need to be filed as one document, they can be appended together later during the Indexing process.


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Uploading a Batch 1. From the Batch Viewer window, left-click once to select the batch to upload.

2. Right-click once, then select Upload Batch (it is recommended that you upload no more than 5-10

batches at one time).

3. Click Yes on the Verify Operation pop-up.

Note: Uploads are scheduled at 12:00 pm and 7:00 pm daily. During these times, the computer that has the OnBase Disconnected Scanning client needs to be turned on.

If the end user has the program open during the time of a scheduled upload, a warning message will appear asking the user if they want to upload the batches. Select YES. If you select no, the batches will be uploaded during the next scheduled time.

If a batch fails to upload, you will see a folder called “Incomplete Upload.” Please report this to OCHIN so we can investigate the cause of the failed upload.


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OCHIN Indexing

Connecting to the OnBase Indexing Client 1. In your web browser, navigate to portal.ochin.info.

2. From the portal, single-click to select the OnBase Indexing 18 icon. 3. Determine the environment you are logging into. OnBasePRD will log you into the production

environment, while OnBaseREL will log you into the release OnBase environment.

4. Enter your Username and Password (same as the Scanning account), then select Login.

5. If OnBaseREL was selected as the environment, the following banner message will appear, notifying you

that you have logged into a test environment.


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Indexing a Batch 1. Click the Processing tab and then select Scan/Index.

2. Select the Awaiting Index folder. All of the batches that have been scanned in and uploaded are waiting

in this folder.


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3. If the document that was a recently uploaded doesn’t appear within the Awaiting Index folder, right click

within the “Scanned Batches” window and select Refresh. Please note, the larger the batch is, the longer it will take to process before it gets to the Awaiting Index folder.

4. Click on a batch in the Document Imaging window to select it. Once the batch is highlighted in blue, right-

click on it. Select Index Documents.


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5. Review the document and determine the type. Select the type from the Document Type dropdown

menu.

6. Check the information provided in the Keywords box against the actual document to ensure they match.


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7. The default Date of Service in the Keywords section is the date on which the barcode was printed. This will need to be changed to reflect the actual date of service indicated on the document.

8. The Send to In Basket? Keyword determines whether the document that is being indexed will be routed

to the Epic In Basket of the provider that is listed in the Provider ID and Provider Name Keywords. Depending on the document type, this Keyword will default to Yes or No. For a full list of default keyword values, please view the list here. If there is a document that should or should not be sent to the provider’s In Basket, the field can be changed to Yes or No by clicking the down arrow next to the keyword ( ). If the document needs to be sent to a different provider that isn’t listed in the Provider ID and Name Keywords, change the Provider keywords accordingly. “YES - ABNORMAL” will route the document the provider’s In Basket with an Abnormal status.


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If the document is sent to the incorrect provider, the provider or clinic staff can forward the In Basket message to the correct provider in Epic.

9. The Scan Description in the Keywords section is a free text field. It is helpful to add additional

information here. The following screenshot is of an ultrasound; however, the link to get to this document through Epic will only reveal that it is an imaging report. Adding additional information, such as US OB, will help specify that the report is for an obstetrical ultrasound.

10. Once the Keyword information has been verified, click Index. Change any Keywords before indexing if necessary. Please note: If data must be manually entered/changed, such as the Patient MRN, Department ID, or Provider ID, hit the tab button after keying it in. The corresponding field below it will match to the entered ID if a match is found in Epic. If it doesn’t, the document will error out before it gets to the patient’s chart.

11. Documents with multiple pages will need to be appended together. Select the Append button to combine

the current page in the document viewer to the previous one. None of the keyword information or document type need to be updated on the page being appended, as the keyword information of the first page of the document will be stored and sent to Epic when the document is eventually committed.


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Indexing Toolbar The Indexing Dialog Toolbar is located at the bottom of the Document Imaging window, below the Index, Append, Clear Keys, and Scan buttons.

The First Document button takes you to the first un-indexed document in the batch you are currently indexing. Until you advance through the batch using the Next Document or Last Document options, the First Document option will not be available.

The Previous Document button takes you to the previous document that has not been indexed. Like the First Document button, this option is only available if the Next Document or Last Document options are clicked.

The Next Document button takes you to the first page of the next un-indexed document in the batch.

The Last Document button takes you to the last page of the batch you are indexing.

The Delete Page button discards the page of the current document represented by the image in the Document Imaging window. This is useful for eliminating separator pages or blank sheets that are scanned into the system.

The Delete Document button deletes the current un-indexed document from the batch. This option removes all of the pages that make up the current document.

The Skip Document button displays the next un-indexed document. You will not be able to index the document you were viewing until you reopen the batch in the Index in Progress queue.

The Start a New Document with This Page button creates a new document from the currently displayed scanned document. It allows you to break up the current multiple page document into two separate documents.

The Stop Indexing button takes you out of the batch you were indexing and returns you to the list of batches in that batch status queue. Any images that were not indexed remain un-indexed and move to the Indexing in Progress queue.


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Committing a Batch 1. Once a batch has been completely indexed, it will be filed to the Awaiting Commit folder. Navigate to

that folder and select the batch you wish to view for quality assurance purposes and double-click it.

2. The following example shows that the batch contains two documents. Select them all.

3. Right-click and select View Selected.


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4. The documents in the batch will then open up in a cascading style.

5. Ensure that the patient name, date of service, and document type are all correct in the window header of

each opened document. 6. Close each window as it is verified.


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7. Once all information has been verified (if there is incorrect data, please see the Fixing Incorrect Data section below), close all of the open document windows and return to the Awaiting Commit folder. Left-click on the batch that needs to be uploaded to highlight it, then right-click to open the batch options. Select the Commit Selected option.

8. OnBase will ask if you are sure you would like to commit the batch; select yes. This will upload the batch to the corresponding patients’ charts and the In Basket of the provider(s) listed in the Provider ID Keyword (if the Send to In Basket? Keyword was indexed as Yes or Yes - Abnormal).

9. Verify that the document has filed correctly by opening the patient’s chart and locating the document based on the chart tab to which it files. Please refer to the Scanning Document Types report for more information on which tabs each document type files to. If you do not have this guide, please request one from your Site Specialist.

10. If the committed document does not file to the chart within 10–15 minutes, contact the OCHIN Help

Desk; DO NOT rescan the document.


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Fixing Incorrect Data (Before Committing) 1. From the File menu select Re-Index.

2. To change the document type, use the drop-down menu. To change any other keywords, replace the

information in the field where the keyword is indicated in red with the correct Patient ID, Date of Service, etc. Select Index. Make any necessary changes to the keywords here before committing the document to the chart. Once the document has been committed, the Patient ID, Patient Name, and Document Type cannot the changed in Epic. To fix any other incorrect Keyword after the document has been committed, follow the next section.


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3. Select the Awaiting Commit folder and select the batch you were just in. Right-click and select Commit Selected.

4. If you are sure, select OK in the Commit window.

Fixing Incorrect Data (After Committing) If a document has been sent to Epic with incorrect information, the document can be updated in OnBase and resent to Epic. Please note, The Patient ID, Patient First and Last Name, and Document Type cannot be changed once the document has been sent to Epic.

1. Locate the document through the OnBase Indexing Client that needs to be edited

a. Click on File

b. Select Open

c. Click on Custom Query


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2. Click on Test Index Check

a. Enter in the Patient ID (First enter the Service area ID, then the MRN after the dash. ex. 848-123456) to find all of the documents indexed to a specific patient. Date of service or additional fields can be also entered to help narrow your search/

3. Select the document from the generated list and double click it to open it.


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4. Right Click anywhere on the document and select Keywords.

5. Edit any of the keywords except Patient and ID and Name Keywords (this will not update in Epic if changed). Click Save when finished.


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6. Right click on the document again and select Workflow, then Execute Workflow.

7. A box will pop asking whether the document should be added to the Life Cycle. Click Yes to resend the document to Epic.

8. The document in Epic will now have a status of “Edited Result - FINAL”


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Appending Two Documents Once Indexed 1. Double-click on the batch that contains the documents you would like to append. Select the two

documents and click on View Selected.

2. Right-click on the thumbnail of document you wish to move so that it is highlighted in red. Drag the

thumbnail next to the thumbnail of the document you wish it to be placed with.


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3. Right-click on the extra document and select Delete Document. Please note, documents can’t be deleted once they have been committed to the chart. Redact any incorrect documents that have already been committed.


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Additional Options and Tips

Clearing a Paper Jam Sometimes if you load documents incorrectly or they get stuck together, your scanner may get a paper jam. When this happens, you will see the following message:

Do not click either button yet, but complete the following procedure: 1. Open your scanner and remove the documents.

2. Place the removed documents back in the feeder tray. 3. Select the Retry button. If you have a paper jam, be sure to compare the documents that you intended to scan with what was scanned into your batch. Make sure that all documents have been accounted for.

Adding Documents While Scanning If you have scanned a stack of documents and realize there are more documents to be scanned for that patient in that scan queue, you can add to that batch. In the Scanning Complete dialog box, before you click Done, click Scan More Pages.

Deleting Documents from Scanned Batches (Indexing) 1. While your batch is in the Awaiting Index folder, select the document to be deleted by clicking on it.

2. Right-click on the selected document, and select Delete/Re-Order Pages from the drop-down menu. 3. Select the document to be deleted by clicking on its thumbnail. 4. On the Document Editing toolbar, select the Delete Selected button. 5. Verify this is the document to be deleted. 6. On the Document Editing Toolbar, select Save and Close. 7. If you are positive you would like to delete it, select Yes.


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Rotating Scanned Documents 1. While your batch is in the Awaiting Index folder, select the document to be changed by clicking on it.

2. Right-click on the selected document, and select Delete/Re-Order Pages from the drop-down menu. 3. Select the document to be rotated by clicking on its thumbnail. 4. On the document editing toolbar, click the document rotation buttons (icons with yellow arrows).4 5. Once satisfied with the document rotation, select the Save and Close button.


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FAQs What if I scanned something that does not belong in the EMR? When you are performing your QA, you can delete that document from the batch. See “Deleting Documents from Scanned Batches” on page 23 for instructions.

What if I mixed one patient’s documents in with another’s? This can happen if you have a poorly printed bar code or if the different patients’ paperwork has been mixed together. The best way to handle this is to delete the misplaced documents from the batch (see “Deleting Documents from Scanned Batches” on page 23 for instructions) and re-scan the documents with a new barcode sheet. If the barcode still does not work, your printer may be low on toner. Please note: Once a batch has been committed to the chart, it can no longer be deleted and must be redacted instead. Please refer to the OnBase Document Redaction guide for more information. Contact your Site Specialist to request a guide if it is not available.

What if the barcode did not print properly?

Your barcode may have not printed properly because your printer is low on toner. Contact your clinic’s printer support person to add toner.

What if patient names do not appear next to the documents in OnBase?

Sometimes the bar code does not apply the patient name next to the scanned document in OnBase. This happens when the bar code is not read properly. In this case, delete the documents (see “Deleting Documents from Scanned Batches” on page 23 for instructions) and reprint a bar code sheet from Epic. Make sure that the bar code is clearly printed and there are no marks through it. If the bar code still does not work, your printer may be low on toner. In that case, contact your clinic’s printer support person to add toner.

Why is my document count off? Your document count will be off if you include the bar code sheet because it is automatically deleted and not included in the count. Also, do not write any notes on the bar code sheet. Since the sheet is deleted, no one will see them.

What if I loaded the documents into the scanner the wrong way?

This depends on how wrong they are. If all of your documents are blank, delete the scanned blank documents from the batch and start over. See “Deleting Documents from Scanned Batches” on page 23 for instructions. If they are scanned but upside down, you can rotate the documents rather than re-scanning them. See “Rotating Scanned Documents” on page 24 for instructions. Documents that are scanned in crooked cannot be corrected by rotating; the smallest amount you can rotate a document is a quarter turn. Crooked documents are not acceptable. Delete them from the batch and re-scan.


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What if my scanned documents are upside down?

You can rotate them so that they appear correctly. See “Rotating Scanned Documents” on page 24 for instructions.

What if my documents get stuck in the scanner?

See “Clearing a Paper Jam” on page 23 for what to do when papers are stuck in the scanner.

What if my documents get stuck together while scanning?

If the documents are too thick, they might stick together and cause a paper jam. If that happens, see “Clearing a Paper Jam” on page 23. If stuck-together papers make it through the scanner, it should be noticed in the QA process. Delete incorrect images and re-scan any documents that did not scan correctly. See “Deleting Documents from Scanned Batches” and “Adding Documents While Scanning” on page 23. If documents are frequently getting stuck together while scanning, it is a sign that your pick rollers are worn out and they need to be replaced. Consult the appropriate clinic staff person who can replace the rollers in your scanner.

In reviewing my paper documents with my scanned documents, I realized I forgot a document. How do I add it to my existing batch?

Re-use the scanning barcode sheet and scan in your additional documents as a new batch.

How many documents can I load into my scanner at once? For the first weeks of scanning, you are asked to scan one patient’s documents at a time. This reduces the potential for errors. Check with your clinic’s medical records leadership on when you can increase the amount of patients you scan at one time. The amount of actual documents that you can physically send through a scanner at one time depends on the scanner model. Overloading the scanner with documents causes paper jams and crooked scans. Most scanners let you load a set of documents into them. After the scanner processes the first set of documents, you can choose the Scan More Documents button. This allows you to scan more documents without loading them all into the scanner at one time.

How many documents can go in each batch?

You can have up to 50 documents in each batch.

What if I cannot find my batch number?

You might have clicked the tiny “X” on the bottom left of the disconnected scanning viewer. On your top OnBase toolbar, click Windows and then choose Messaging. You will see your batch dialog box again.


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What if I cannot find my batch in the Awaiting Index folder?

You may have a different scan queue selected than the one that you scanned your batch into. Change your scan queue selection and see if your batch now appears in Awaiting Index. If it is still not there, verify your batch number and log in. If you still cannot find it, check to see if it has already been uploaded. Batches are not in Awaiting Index after they are uploaded. Make sure that you perform your QA immediately after scanning.

Why do I have long streaks through my scanned pages? This occurs when specks, dust, and debris stick to the rollers of the scanner. Make sure that you are cleaning the scanner according to the manufacturer’s instructions.

When I looked at the scanned document, it looks like someone blacked out sections. What do I do? Certain colors of highlighters or dark grey backgrounds make it look like something was blacked out when scanned. If this happens, delete the document, photocopy the page, and re-scan. Also, consider using highlighters that do not cause this issue.

The whole document looks dark. What do I do?

Certain paper colors do not scan well. If your document looks dark, delete it, photocopy the paper, and then re-scan. Consider using paper other than the fluorescent and colored papers that do not scan well.


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Scanning Document Types In Basket Defaults The following table lists the tabs in EMR Chart Review and whether these documents will route to the In Basket by default.

Tab in Chart Review:

Document Type Name Displayed in Epic Routes to providers In Basket by Default?

Encounters

• ENC - Family Planning History & Physical

• ENC - Prenatal Record

• ENC - Progress Note

• Yes

• Yes

• Yes

Medications N/A N/A

Labs • LAB - Lab Result

• LAB - HIV Form

• LAB - PPD Testing Tool

• Yes

• Yes

• Yes

Radiology • IMA - Imaging Report • Yes

Procedures • PRO - Procedure Report • Yes

Other Orders

• MED - Outside Facility Med Sheet

• MED - Patient Medication Verification

• MED - Drug Assistance Form

• OOR - Health History

• OOR - Patient Questionnaires/Logs

• OOR - ADHD Form

• OOR - Other Provider Report

• OOR - Provider Letter

• OOR - Photos/Images

• OOR - Clinical Insurance Info

• OOR - Patient Correspondence

• Yes

• Yes

• Yes

• Yes

• Yes

• Yes

• Yes

• Yes

• Yes

• Yes

• Yes

Referrals • REF - Consulting Provider Report

• REF - Case Management Form

• Yes

• Yes

ECG • ECG - ECG • Yes

Advanced Directive • AD - Directives to Physicians

• AD - POLST Form

• No

• No

Consents/Admin • CON - Consent to Treatment

• CON - Authorization to Release Information

• CON - Auth. to Release Information to Insurance

• CON - HIPAA Form

• CON - Subpoena

• CON - Narcotic Agreement/Consent

• CON - Contraceptive Consent

• CON - Other Medication Agreement/Consent

• CON - Consent for Lab Testing

• CON - Procedure Consent/Refusal

• CON - Patient Agreement

• No

• No

• No

• No

• No

• No

• No

• No

• No

• No

• No

Hospital • HOS - Inpatient

• HOS - ER

• Yes

• Yes