Mapping Epic Welcome Keyword Types - 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

The following steps describe how to map OnBase Keyword Types to Epic keywords for the Epic Welcome integration.

  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. If the Document Type is not already listed in the right pane, select it from the left pane and add it to the right.
  5. Select a Document Type from the Selected Document Types list.
  6. Click Keyword Types.
  7. Select the OnBase Keyword Type(s) to map to Epic keywords.
  8. Click Add. The selected Keyword Types are added to the Selected Keyword Types list.
  9. Select a Keyword Type from the Selected Keyword Types list.
  10. Click Map Value.
  11. In the External System Value field, type the name of the Epic keyword that corresponds to the selected Keyword Type.

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

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

  12. Click Save.
  13. Repeat steps 9 through 12 for each Keyword Type. Use the Move Up and Move Down buttons as needed to re-order Keyword Types. These buttons are provided only for re-ordering the Keyword Types in this dialog box. The order of Keyword Types has no effect on the Epic integration.
  14. Click Save. You must click Save in the External System Keyword Type Configuration dialog box in order for mappings to be saved.
  15. Repeat steps 5 through 14 for each Document Type.