Using Notes for Status Updates - Integration for Epic MyChart - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Integration for Epic MyChart

Integration for Epic MyChart
Foundation 23.1

You can use OnBase notes to give MyChart users status updates on their previous uploads. MyChart users can view these updates when they open images from the Upload History page in the PPL application.

Note contents are displayed in the Upload Status section when a user selects a document to view. For each note, the following information is displayed:

  • The date the note was created

  • The body text of the note

To use this feature, grant the PPL user account View privileges to each OnBase Note Type users should be allowed to view. For information about configuring OnBase Note Types, see the System Administration documentation.

If you are using OnBase Workflow for upload processing, you can configure Workflow actions to add the notes to documents automatically as the documents are processed. For information about configuring Workflow, see the Workflow documentation.