Mapping EpicCare Link Keyword Types - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Integration for Epic

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

OnBase Keyword Types may be mapped to Epic keywords using OnBase Configuration.

Note:

This mapping applies only to the EpicCare Link and Epic Welcome integrations. It does not apply to the Scan Acquisition Server or Front Office Scanning integration.

To map OnBase Keyword Types to Epic keywords for the EpicCare Link integration:

  1. In OnBase Configuration, select Utils > External Systems.
    The External System Configuration dialog box is displayed.
    External System Configuration dialog box.
  2. From the external system list, select Epic.
  3. Click Document Types.
    The External System Document Type Configuration dialog box is displayed.
  4. If the Document Type is not already in the Selected Document Types list, select it from the Available Document Types list and click Add>>.
  5. Select a Document Type from the Selected Document Types list.
  6. Click Keyword Types.
    Portion of the External System Document Type Configuration dialog box with the Keyword Types button highlighted.
    The External System Keyword Type Configuration dialog box is displayed.
  7. Select the OnBase Keyword Type(s) to map to Epic keywords from the Available Keyword Types list.
  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.
    Portion of the External System Keyword Type Configuration dialog box with the Map Value button highlighted.
    The External System Value Mapping dialog box is displayed.
    External System Value Mapping dialog box.
  11. In the External System Value field, enter the name of the Epic keyword that corresponds to the selected OnBase Keyword Type.

    Ensure that the Epic keyword name is written in its entirety.

    CAUTION: Only map each OnBase Keyword Type to a single Epic keyword. Mapping multiple OnBase Keyword Types to a single Epic keyword causes documents to fail to upload when using the EpicCare Link integration.
  12. Click Save.
    The External System Keyword Type Configuration dialog box is displayed, and the Keyword Type is updated in the Selected Keyword Types list with a value in the External Keytype Name column.
  13. Repeat steps 9 through 12 for each Keyword Type.
    You may use the Move Up and Move Down buttons 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.
    The Epic keyword mappings are saved, and the External System Document Type Configuration dialog box is displayed.
  15. Repeat steps 5 through 14 for each Document Type.