EpicCare Link Document Type Configuration - Integration for Epic - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Integration for Epic

Platform
OnBase
Product
Integration for Epic
Release
Foundation 22.1
License
Essential
Standard
Premier

Document Types used for EpicCare Link archival are configured like other OnBase Document Types, except they also must be associated with Document Types in Epic using either of the following methods:

  • The Document Type name within OnBase must be identical to the Document Type name configured in Epic (recommended).

  • As an alternate method, the OnBase Document Types can be mapped to Epic's Document Types in OnBase Configuration. This procedure is described later in this topic.

Regardless of the method you choose, you should provide a default Document Type for EpicCare Link documents that do not match any Document Types in OnBase. See Providing a Default Document Type for EpicCare Link Uploads.

For a description of how the integration determines the OnBase Document Type to use, see the following topic, Determining the Archival Document Type.