Using the Epic Description to Index 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

To index OnBase documents with the Document Description values, use the Epic FOS XML configuration file to map the document description to a Keyword Type on the associated Document Type.

Note:

Make sure the Keyword Type satisfies the Requirements for Description Keyword Type.

To map a Keyword Type to the Document Description:

  1. Open the Epic FOS XML configuration file (typically EPICFOSCONFIG.xml).
  2. Add the epicdescriptionkey setting to the DocType element for the appropriate scan button.
  3. Set the epicdescriptionkey setting to the name of the OnBase Keyword Type you want to map. See the following example: 
    <DocType name="PID Patient ID" bitmap="C:\FOS\images\drvLicButton.jpg" required="false" displayname="Driver's License" displayscanner="Scan ID" scanner="FUJITSU fi-7260" epicdescriptionkey="Epic Description" ></DocType>

    In this example, the Document Description field is mapped to the OnBase Keyword Type named Epic Description. If a document is scanned and uploaded with a Document Description value of Driver's License, then the OnBase document will be indexed with an Epic Description value of Driver's License.

  4. Repeat for each scan button as needed.
  5. Save the Epic FOS XML configuration file.