Record Sets

You can think of a Record Set as a standard list of Record Types that apply to requests with specific combinations of Requester Type and Reasons for Request.

You might think of them as a shortcut for adding “frequently requested documents.”

If a Record Set is available for a request, it is automatically applied. All the Record Types in the set are marked as Requested.

You can choose to Remove a Record Set from a request and add individual Record Types. You can also add Record Types to the request even if you keep the Record Set.

Example

This example is simplified, but it helps explain the general process.

1.         Insurance requesters typically want documents A, B, C, D, and E for Worker’s Comp requests.

2.         Ciox Health builds a Record Set called Worker’s Comp that includes A, B, C, D, and E. It is configured to be available when:

a.              Requester Type = Insurance;

b.              Primary Reason for Request = Worker’s Comp;

c.              Secondary Reason for Request = Standard Worker’s Comp.

3.         You log an Insurance request with Worker’s Comp / Standard Worker’s Comp as the Reasons.

4.         The Record Set called Worker’s Comp is automatically available for the request.

5.         If the set is applied, A, B, C, D, and E will be listed in the Record Types section of the Request screen.

Record Set configuration

Group Administrators decide if individual sites will use Record Sets or not.

This setting is available on the User Management — Site Preferences — General Preferences screen.

Record Sets are defined by Ciox experts in the Platform Admin application, not in HealthSource Clarity.