Admin-Other

Feature #27532 - Configurable ScanType for Portal created appointment attachments

This feature was released early in 2018.5.4.5 (Feature #27675).

This enhancement to the CONNECT Provider Portal and CONNECT Patient Portal allows the scan type of the electronic document that is created during the create appointment workflow to be defined via two new RIS System Configuration settings.

Previously, the System Configuration setting that allowed an administrator to select a Scanned Document Type (ScanType) for categorization of an electronically generated attachment was shared between EMR orders, ordered or scheduled studies from the Provider Portal, and appointments scheduled in the Patient Portal.  Two new System Configuration settings have been added to allow for separate ScanTypes to be configured for Patient Portal and Provider Portal.  Further, the creation of the attachments can be disabled using the same Configuration setting in the event that an electronically generated attachment is not desired for Patient Portal appointments.

With this change, specifying the scan type code in the RIS System Configuration PPElectronicOrderScanDocumentType and RPElectronicOrderScanDocumentType settings will create an attachment which will be shown in RIS with that document type.

·         RPElectronicOrderScanDocumentType (Default None):

o    This System Configuration setting allows an administrator to set the Scan Type for the electronically generated attachments that are created when a referring physician orders or schedules an exam in the Provider Portal.

o    For Provider Portal, this attachment would serve as a representation of the script for the electronic order.

·         PPElectronicOrderScanDocumentType (Default None):

o    This System Configuration setting allows an administrator to set the Scan Type for the electronically generated attachments that are created when a patient schedules a new appointment via the Patient Portal.  

o    This configuration setting exists to give the ability to generate an attachment that documents a summary of the Patient Portal scheduling event, if desired.

Configuration Instructions

System Administrators must complete the following actions to enable this feature:

Changes to RIS System Configuration Settings

·         Configure PPElectronicOrderScanDocumentType for your site.

o    To configure, enter the ScanType Code for the scanned document category that should be set for the attachments.  The value is case sensitive.

o    Leaving the setting blank will disable the attachment creation.

·         Configure RPElectronicOrderScanDocumentType for your site.

o    To configure, enter the ScanType Code for the scanned document category that should be set for the attachments.  The value is case sensitive.

o    If an attachment is not needed for Patient Portal scheduling, leave the configuration setting blank to disable.

·         Clear the cache via Admin Tool » System Cache.

The following related settings were added or updated:

Setting

Default

Purpose

PPElectronicOrderScanDocumentType

Value=Lookup from ScanType as String, Default=(no value)

Provider Portal default scan document type for a Electronic/HL7 order. Caution: Requires clearing system cache. Added in v18.5.5 #27532

RPElectronicOrderScanDocumentType

Value=Lookup from ScanType as String, Default=(no value)

Patient Portal default scan document type for a Electronic/HL7 order. Caution: Requires clearing system cache. Added in v18.5.5 #27532