User Group Configuration - Integration for Epic - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Integration for Epic

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

The Integration for Epic creates users automatically and logs them on to OnBase seamlessly. Users neither need to be manually created in OnBase, nor do they have to manually log on to OnBase.

The first time an Epic user accesses an OnBase document through Epic, the Epic user account is created in OnBase and automatically added to the ALL EPIC USERS User Group (configured in the following procedure). The Epic security model governs which documents users can view within Epic.

If a user requires access to the OnBase Client, then the user's account must be manually added to additional OnBase User Groups with appropriate rights and privileges. If a user needs to log in to a client interactively, then the user's OnBase password must be reset or assigned by an administrator. Passwords do not need to be reset for users who log in to a client using a single sign-on mechanism, such as Active Directory authentication.

To configure the ALL EPIC USERS group:

  1. Create a User Group named ALL EPIC USERS in OnBase Configuration.
  2. Grant the Web Client product right to the ALL EPIC USERS group.
    Note:

    The Web Client product right is not required to use OnBase EpicCare Link integration.

  3. Grant the User Group the appropriate privileges:
    • Grant the Retrieve/View privilege to allow users to view OnBase documents.

    • Grant the Create privilege if your solution includes scanning to OnBase.

    • Grant additional privileges as needed, such as the ability to view and modify Keywords or print documents from the OnBase Web Viewer.

    Note:

    The Send To options are not available in the OnBase Web Viewer, even if the user has sufficient privileges. These options have been disabled to help maintain the privacy of sensitive patient information.

  4. The following features are configurable for use within OnBase Integration for Epic. These features can be assigned to the ALL EPIC USERS group. Alternatively, users from ALL EPIC USERS can be selectively added to another user group with the appropriate privileges for these features.
    • Note Types —Configure the Note Types that an Epic user can view, create, modify or delete.

    • Workflow Queues —Configure the Workflow queues and life cycles that can be referenced and executed when a user views a document.

    • Password Options —Depending on the password policy in effect, Epic users may be locked out if their accounts have been idle too long. Make sure password policies and account lockout settings are configured appropriately for Epic users.

    CAUTION:

    Do not assign any Document Type Groups or Document Types to the ALL EPIC USERS group. This ensures Epic users can view only OnBase documents that Epic grants them access to.