Reverse AutoFill Keyword Set Lookups - 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

If you opened the Front Office Scanning client from Epic Hyperdrive, and if your solution has been configured for FHIR-based reverse AutoFill Keyword Set lookups (reverse lookups), you can perform a reverse lookup to select from multiple encounters or orders for the same patient.

To perform a reverse lookup:

  1. Open the Front Office Scanning client from Epic Hyperdrive.
  2. Scan or import documents using standard Front Office Scanning functionality (see the Front Office Scanning documentation for full details).
  3. Click the Document Type button that has been configured as an Ask type. The Document Information dialog box is displayed.
  4. Select the reverse lookup you want to perform from the Level drop-down list.
    Note:

    Because the Front Office Scanning client is opened in a single patient record, you cannot perform a reverse lookup at the patient level.

  5. Click Search. The Search Results dialog box is displayed.
  6. Select a record to apply to the document and click OK, or double-click the record.
  7. Select a Document Type from the Document Type drop-down list.
  8. Enter or select a description in the Document Description field, if applicable. Descriptions should comply with Epic standards.
  9. Enter or select date values, if applicable. To access the calendar, click the appropriate date field's drop-down list.
  10. Click OK. The Keyword pane in the upper-left corner of the FOS client is updated with additional context from the selected record, as shown in the following example:
    Note: If you did not previously select a record for the reverse lookup, the following error message is displayed: The specified Level requires keyword data set values to be selected. Please search for and select keyword data set values to proceed or click Cancel. Ensure you perform a search on the selected reverse lookup level and select a record to apply to the document before proceeding.

    For information on uploading the indexed documents and passing the metadata back to Epic, see Uploading Images.