Form Template 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
Note:

Do not use OnBase Unity Forms for the document correction process. Unity Forms are read-only and cannot be edited when displayed within the Integration for Epic.

Use the following guidelines to configure the correction request form template:

  1. For E-Forms, use the OBBtn_SaveAndClose button to allow users to submit the form and automatically exit corrections mode. Label this button Save and Close to make it clear to users that the form must be complete before it is submitted.
    Do not use the OBBtn_Save button for submitting correction E-Forms.
  2. Be sure the form template asks users to specify the reason for submitting the document. For example, the template may provide check boxes for indicating the following issues:

    • Incorrect patient

    • Incorrect encounter

    • Incorrect order number

    • Pages out of order

    The template may also include a Comments field to capture additional information.

  3. To configure and store the form template, see the E-Forms documentation for detailed information.
  4. When finished, import the template into the SYS HTML Forms Document Type.