When a user archives a document to OnBase from EpicCare Link, the integration determines the Document Type to use by running the following checks:
- First, the integration checks whether the Document Type from Epic exactly matches the name of any OnBase Document Types. If there is a match, the document is archived to the matching OnBase Document Type.
- If there is no match, then the integration checks whether the Document Type from Epic is mapped to any OnBase Document Types. If it is, then the document is archived to the mapped OnBase Document Type.
- If there is no match, then the integration checks whether a default Document Type is configured in OnBase Configuration. If it is, then the document is archived to the default Document Type.
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If all of these checks fail, then the document is not archived to OnBase.
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To ensure that documents are successfully archived, a default Document Type should be configured. To designate a default Document Type, see Providing a Default Document Type for EpicCare Link Uploads.
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If the names of Document Types in Epic and OnBase do not match exactly, see Mapping EpicCare Link Document Types.
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