Functional Overview - 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

When a user clicks a scan button configured for referral upload, the Front Office Scanning client checks for files in the specified network location.

  • If a single file is found, the file is automatically uploaded to the Front Office Scanning client.

  • If multiple files are found, their file names are compared to the referral ID received from Epic. If a file name contains the referral ID, that file is uploaded to the Front Office Scanning client. If no file names contain the referral ID, or if Epic did not send a referral ID, the Open dialog box is displayed, and the user can select the image or PDF file to import.

  • If no file is found, an error is displayed to the user.

If the current Windows user has sufficient privileges to delete the source file from the network location, the source file is deleted upon being uploaded to the Front Office Scanning client. The Front Office Scanning client processes the uploaded document using the indexing settings configured for the associated scan button.