Linking Existing Documents to Epic - 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 Front Office Scanning integration can use custom queries to find referral documents stored in OnBase. Using these custom queries, you can view, re-index, and link the appropriate documents to the current referral in Epic.

If the Front Office Scanning integration is configured for custom queries, each custom query is represented as an additional tab in the Related Documents pane.

When you click a custom query tab, the Related Documents pane lists the documents retrieved using that custom query.

For information about configuring this feature, see Referrals: Link Existing OnBase Documents.

To link a document to the current referral:

  1. Click the custom query tab in the Related Documents pane.
  2. Double-click the document you want to view.
  3. To re-index the document, click the appropriate Document Type button from the left pane of the Front Office Scanning client.
    Note:

    Existing values for Keyword Types that are allowed by the newly assigned Document Type remain on the document. However, existing values for Keyword Types that are not allowed by the newly assigned Document Type are removed from the document.

  4. Enter indexing information if prompted, and click OK.
  5. Repeat for each additional document as needed.
  6. Click Finished to link the documents to Epic and close the Front Office Scanning client.