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Healthcare: OnBase Release of Information (ROI) Solution

Using OnBase Release of Information (ROI)

01 Release of Information (ROI) Introduction 4 m
02 Creating an ROI Packet 8 m
03 Billing for the ROI 2 m
04 Presenting the ROI to the Requester 2 m
05 Canceling or Rejecting a Request for ROI 1 m
06 Generating Multi-Patient Requests for ROI 4 m

Configuring OnBase Release of Information (ROI)

07 Introduction 1 m
08 Pre-Configuration 6 m
09 System Settings 5 m
10 Facility Settings 5 m
11 External Items 1 m
12 Rejection Reasons 1 m
13 Request Types 5 m
14 Relationships 1 m
15 Pricing Policies 4 m
16 Display Columns 1 m
17 Text Overlays & Packet Templates 3 m
18 Document Composition 9 m
19 Creating a Packet Generation Task 6 m
20 Get the Creating A Service .txt 1 m
21 Scheduling a Packet Generation Service 5 m

Choose a Final Assessment

22 Scroll Reminder
23 Using ROI Final Assessment 4 m
24 Configuring ROI Final Assessment 6 m

Need to learn about Document Composition?

25 Take the Document Composition: Hands-On Lab
26 Take the Document Composition: Introduction course

The OnBase Release of Information (ROI) solution equips Health Information Management (HIM) departments to efficiently manage the ROI process from initial request to final release—increasing productivity and improving compliance. By aggregating data from diverse locations and disparate systems, OnBase provides your ROI specialists with access to all patient information and supporting documents in a single patient record. Users can easily search for, locate and release requested information to authorized insurance companies, referring physicians, lawyers and the actual patients themselves.

In this course, learn to use and configure the ROI solution.

  • OnBase
  • eLearning
  • P1598
  • Intermediate
  • 1 hr 25 mins
  • Available with Premium Subscription

Please login to begin this course.

There are no prerequisites for this course.
Topics Covered
  • Installation Pre-Requisites
  • Medical Records Privileges
  • Creating a ROI Request ID Keyword Type
  • Creating ROI Document Types
  • Specifying the ROI Mode
  • Specifying the Business Calendar and Patient ID Method
  • Filtering Document Types Based on Selected Chart
  • Pushing Out Due Date When On Hold
  • Phone Number Masking
  • HL7 Message and Destination Settings
  • Setting Facility Cost for External Items
  • Delivery Sorting and Grouping Options
  • Billing Options
  • Flat Fee vs. Per Page Policy Rules
  • Document Composition Privileges
  • Creating an OnBase Service Account

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