Saving Dates as Keyword Values - 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

Values provided for the Service Date, Effective Date, and Received Date can be used to index documents imported into OnBase. Each date can be mapped to a Keyword Type on the Document Type used to store documents.

Note:

Although Epic accepts only one set of date values per upload, OnBase indexes each document using the date values with which the user indexed the document. For example, if a user enters indexes two documents with different service date values, OnBase stores each document with the service date with which it was indexed. Epic stores both documents with the latest service date entered during the scan session.

To index OnBase documents with dates:

  1. Open the Epic FOS XML configuration file (typically EPICFOSCONFIG.xml).
  2. Add the necessary attributes to the DocType element for the appropriate scan button:

    Date

    Attribute

    Service Date

    epicservicedatekey

    Effective Date

    epiceffectivedatekey

    Received Date

    epicreceiveddatekey

  3. Set the attribute 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" epicservicedatekey="Date of Service" ></DocType>

    In this example, the Service Date value is mapped to the OnBase Keyword Type named Date of Service.

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