Keyword Types for Epic are configured like other OnBase Keyword Types, except they must be associated with Epic keywords using either of the following methods:
-
The Keyword Type name within OnBase must be identical to the keyword name configured in Epic (recommended).
-
OnBase Keyword Types also can be mapped to Epic keywords in OnBase Configuration. See Mapping EpicCare Link Keyword Types.
If you map Keyword Types for EpicCare Link, then you also must map Document Types, even if the Document Type names are identical. If Epic and OnBase Keyword Type names are identical but Document Type names are not, then you only need to map the Document Type names. If both OnBase Keyword Type and Document Type names match their Epic counterparts exactly, then you do not need to map Keyword Types or Document Types.
If a Keyword Type is configured as required on the Document Type, make sure EpicCare Link is configured to provide values for the Keyword Type. Documents will not be uploaded if they are missing values for required Keyword Types.