Installing the Scan Acquisition Server - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Integration for Epic

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

The Scan Acquisition Server is supported with Epic August 2018 and later versions of Epic Hyperspace. The Scan Acquisition Server is also supported with Epic Hyperdrive and the SMART on FHIR integration.

To allow Epic users to scan documents into OnBase:

  1. Install the Application Server. See Installing the OnBase Application Server.
  2. If you are using Epic Hyperdrive, install and configure the Hyland Identity Provider (IdP) service. See the Identity and Access Management Services documentation for more information on installing and general configuration of the Hyland IdP service. See Configuring the Hyland Identity Provider for the Integration for Epic for specific IdP configuration for the Integration for Epic.
  3. If you are using Epic Hyperdrive, configure SMART on FHIR. See Configuring the SMART on FHIR Application for the Integration for Epic.
  4. Install the Scan Acquisition Server on each workstation or Citrix server from which users will scan documents. If you are installing the Scan Acquisition Server on a Citrix server, ensure that it is in multi-user install mode while you perform these steps. For Citrix best practices, see Epic Scanning Best Practices for Citrix Deployments.
    Tip:

    If one of your data sources is a test system, name the data source on the OnBase Application Server test system or test_system. When the Scan Acquisition Server uses that data source name, the scanning viewer displays the words Test System against a red background.

    For more information on installing and configuring the Scan Acquisition Server, see the following topics: