Mapping the Epic Welcome Document Type - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

Integration for Epic
Platform
OnBase
Product
Integration for Epic
Release
Foundation 23.1
License
Essential
Premier
Standard

If the Epic and OnBase Document Type names are not identical, then they can be mapped to each other in OnBase Configuration.

  1. In OnBase Configuration, select Utils | External Systems. The External System Configuration dialog box is displayed.
  2. Select Epic from the list.
  3. Click Document Types. The External System Document Type Configuration dialog box is displayed.
  4. In the left pane, select the OnBase Document Type to map to an Epic Document Type.
  5. Click Add.
  6. Click Map Value to open the External System Value Mapping dialog box.
  7. In the External System Value field, type the name of the Epic Document Type that corresponds to the selected Document Type.

    Ensure that the Epic Document Type name is written in its entirety.

    If you have already mapped the Epic Document Type to another OnBase Document Type, then you can select the Epic Document Type from the drop-down.

  8. Click Save.
  9. Repeat steps 4 through 8 for each Document Type.