Providing a Default Document Type for EpicCare Link Uploads - 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

It is considered a best practice to configure a default Document Type for documents archived from Epic. If OnBase cannot determine the correct Document Type for archival, then documents are archived to the default Document Type specified in OnBase Configuration.

Note:

This default Document Type applies only to the EpicCare Link integration. It does not apply to the Scan Acquisition Server.

Note:

To minimize the number of documents archived to the default Document Type, use the default Document Type only as a backup option. Ensure each Epic Document Type has a corresponding OnBase Document Type, as described under EpicCare Link Document Type 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 Values. The External System Parameter Configuration dialog box is displayed.
  4. In the Key field, type Default Document Type Name. This key is case-sensitive. Ensure the first letter in each word is capitalized.
  5. In the Value field, type the name of the OnBase Document Type to be used as the default for archiving documents.
  6. Click Add. The new setting is added, as shown in the following example:
  7. Click Save.