Documents retrieved through Optum Enterprise CAC must be configured with the following Keyword Types (names may vary depending on your system's configuration):
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Date of Service
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Patient Account Number
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Patient Date of Birth (DOB)—Optional, but recommended
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Patient First Name
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Patient Last Name
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Patient Medical Record Number (MRN)
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Patient Middle Initial
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Patient Sex—The only acceptable values are M, F, and U.
When transmitted in an HL7 message, these values help Optum Enterprise CAC identify the correct encounter for the document.
- Make sure the applicable OnBase Document Types are configured with these Keyword Types.
- At the Document Type level, designate these Keyword Types as required for new documents.
- To ensure Optum can identify and associate OnBase documents with the correct encounters, map the OnBase Document Type numbers to their respective Optum document types. See Optum Document Type Mapping.