Configuring Physician Users to Acknowledge Documents - 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

Physicians who need to acknowledge documents must be designated as physicians in OnBase. Use the following steps to configure the required physician settings. See the HL7 module reference guide for detailed physician configuration information.

  1. In OnBase Configuration, select Medical | Physicians | Physician Information.
  2. At the bottom of the dialog box, enter the physician's full name and click Create.

    The physician's full name will be displayed in the following locations:

    • The list from which OnBase Client users select physicians who need to access the documents in Epic.

    • The physician's electronic signature (if the physician's Signature Text is not configured in the Physician Information Settings dialog box)

  3. If the Physician Information Settings dialog box is not displayed automatically, select the physician and click Settings.
  4. Select a the physician's OnBase user account from the User Name drop-down.
  5. Enter the physician's number in the Physician Number field.
    • This value must exactly match the user's physician number configured in Epic. OnBase uses this value to tell Epic which physicians need to acknowledge document.

    • This value also is displayed as part of the physician's signature.

  6. If applicable, configure the Signature Text field to specify how the physician's name is displayed in the signature.
    This field may be unavailable depending on your system's licensing. If the Signature Text is not configured, the physician's full name is used in the signature.
  7. Click Save.