Create the Deficiency Management Scheduled Task - DeficiencyPop - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Premier - Standard

DeficiencyPop

Platform
OnBase
Product
DeficiencyPop
Release
Foundation 23.1
License
Premier
Standard

The first step in setting up the Allscripts external deficiency service is to create a Deficiency Management for Allscripts Sunrise Acute Care task in the Unity Management Console.

Note the following prerequisites:

  • The Integration for Allscripts Sunrise Acute Care license is required to create a Deficiency Management for Allscripts Sunrise Acute Care task.

  • A Deficiency Management task is only successful when the task is run as a Windows Service. This is due to a requirement that an OnBase User Account that is configured as a Service Account is leveraged. Executing this process through the Unity Management Console will not result in deficiencies being synced between Allscripts Sunrise Acute Care and OnBase.

To create a deficiency management task:

  1. From the provided build directory, navigate to \OEM\AllscriptsECM\AppServer and locate the files Hyland.Integrations.Allscripts.ExternalDeficiencies.dll and SXA.HIM.Entities.dll.
  2. Copy the DLLs to the Application Server's \bin folder. Typically, the path to this folder is C:\inetpub\wwwroot\AppServer\bin.
  3. Open the Unity Management Console, and connect to the Application Server with either an existing or new task scheduler.
  4. In the Console tree, expand the task scheduler, select Tasks, then click Create Task Group from the Action pane.
  5. Enter a name for the new task group. This task group is used by the scheduler service to identify the deficiency management task to execute, and should contain only a single deficiency management task.
  6. Click Create Task in the Action pane. The Task Wizard is displayed.
  7. Enter a name for the new task in the Name field.
  8. Enter a description for the task in the Description field.
  9. Add the new task to the task group you created by selecting it from the Task Group drop-down list.
  10. Click Next. The next page asks you to choose a type of task to create.
  11. Select Deficiency Management for Allscripts Sunrise Acute Care from the drop-down list.
  12. Click Next. The next page contains options specific to the task type.
  13. In the Start Time field, enter the date and time which corresponds to the earliest Allscripts deficiencies you want to send to OnBase. The Allscripts Sunrise database will be polled for deficiencies created from this time forward.
  14. If chart identifiers in OnBase are formed by combining the Visit Number and Facility Code from Allscripts, then select Append the Facility Code to the Visit Number.
    Do not select this option if OnBase chart IDs exactly match the Visit Numbers from Allscripts. The external deficiency service supports the use of assigning authorities to distinguish between charts with matching identifiers.
  15. Click Next.
  16. Select a user group from the User Group drop-down list and click Add to give that group access to the task.
    Note:

    Regardless of the user group it is assigned to, the Deficiency Management for Allscripts Sunrise Acute Care task can only be executed by an OnBase service account. This also means that it cannot be run manually by clicking Execute in the Unity Management Console.

  17. Click Next.
  18. Configure the task's schedule to set how often Allscripts is checked for new deficiency data. See the Unity Scheduler documentation on Configuring Tasks for more information on scheduling.
  19. Click Next.
  20. If you added an interval schedule to the task, select The interval schedules should always execute.
  21. Click Next.
  22. Leave both The task should start at and The task should no longer execute after deselected. If the task is allowed to expire, the scheduler service will stop checking Allscripts for new deficiencies.
  23. Click Next.
  24. Review the summary of the task settings, and then click Finish.
  25. See Creating the Scheduler Service for how to install the service which runs the task you have just created.