Configuration

Signature Deficiencies for Epic

Platform: OnBase
Product: Signature Deficiencies for Epic
Release: Foundation 22.1
License

Documentation Notice
Overview
Introduction
Analyst Workflow
Document Corrections
Physician Workflow
Epic and Application Enabler
Licensing
Simplified Licensing
Legacy Licensing
Installation
Additional Resources
Requirements
General Requirements
Microsoft Visual C++ Runtime Requirements
Client Workstation Visual C++ Runtime Requirements
Compatible Epic Versions
Licensing
Upgrade Considerations
Integration for Epic Upgrade Considerations
Installing Server Components
Configuring SD4E.txt
Available Configuration Settings
Installing Client Components
Client-Side File Installation
Environment Mapping
Environment Mapping Using EpicIntegrations Configuration
SD4E Configuration Settings
Deleting an Environment ID Mapping Row
Manual Environment Mapping
Creating a New EpicIntegrations.config
Adding Settings to an Existing EpicIntegrations.config
Configuring EpicIntegrations.config Settings
Connecting to Multiple Data Sources Based on Environment ID
Epic Configuration
OnBase Client Analysis Server
Application Server Web.config Settings
SD4EConfigLocation
Command Line Switches
Applying a Command Line Switch via a Desktop Shortcut
Signature Deficiencies for Epic Command Line Switches
-EPICANALYSIS
-MRMSINSTALL
Password
User Group Configuration Rights
-MRMSLOGGING
Troubleshooting
Turning on Debug Mode
Error Messages and Errors
<Blank error message>
Database error processing HL7 outbound message
Doc ID <doc id> -Error saving data: No matching document
Error creating context for sending HL7 message
No config settings received
No documents found for chart # <chart number>
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Burning Administration
Contacting Support
Integrating Epic with Multiple Systems
Solution Overview
Facility Mapping
Example Configuration
Assigning a Facility ID to a System
Changing a Facility ID
Mapping Facility IDs to URLs
Changing a Facility Mapping
Setting Up Integration Components
Application Servers
Scanning Integrations
EpicCare Link Integration
EpicCare Link Retrieval
EpicCare Link Upload
Epic Image Retrieval API Integration
Epic Welcome Integration
HL7
Sending HL7 Messages To Epic
Sending HL7 Messages From Epic
Signature Deficiencies for Epic
Epic Integrations Installer
Epic Integrations Installer Overview
Installer Requirements
Limitations
Installation
Introduction to Installers
Uninstalling Previous Versions
Preparing the Epic Integration Configuration Files
Running the Installer
Where to Run the Installer
How to Run the Installer
Scan Acquisition Server Installation Options
Front Office Scanning Installation Options
EpicCare Link Installation Options
Signature Deficiencies Installation Options
Change, Repair, or Remove an Installation
Installing Epic Integrations from the Command Line
Applying Component Installation Options
Adding Features
Configuring Properties
Features & Properties Reference for Command Line Installations
Important Notes
Server-Side Integrations
Client-Side Integrations
Configuration Properties for Command Line Installations
Scan Acquisition Server Properties
Front Office Scanning Properties
EpicCare Link Integration Properties
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
OnBase Client Servers
OnBaseClient Servers Overview
Steps
Configuration
Configuration Overview
Before You Begin
Configuration Rights
HL7 Module Configuration
Import Processes
Export Destination
Message Templates
HL7 Field Specifiers
Requirements for HL7 Field Specifiers
Handling Unknown HL7 Codes
User & User Group Configuration
User Creation
User Group Configuration
Medical Records Privileges
Medical Records Privileges Descriptions
Medical Note Type Privileges
Recommended User Group Setup
Variation of Recommended Setup
Authentication Configuration
Configuring the User Name and Password
Configuring Initialization Vectors for URL Integrations
Changing Existing Values
Changing Existing Key Names
Document Type Configuration for Signature Deficiencies
Document Type Group Assignment
Configuring a Medical Record Document Type
Characters Per Line
Revisions & Medical Record Document Types
Chart Data Fields
DICOM Studies
Excluding Medical Documents from Charts
Script Configuration for Excluding Documents From Charts
Script Hook Configuration for Excluding Documents From Charts
Note Type Configuration
Available Deficiency Note Types
Configuring Deficiency Note Types
Configuring Print Settings for Deficiency Note Types
Configuring Burn Settings for Standard OnBase Note Types
Requirements for Burning Standard Notes
Configuring Standard Note Types to Burn on Documents
Burn Note After Chart Processing
Delete Note After Chart Processing
Deficiency Timestamp Configuration
Time Zones
Medical Facility Configuration
Filtering Physicians in Analysis
Facility Settings
Configuring Chart Auto-Names
Assigning Facility User Group Privileges
Fixing Charts with Facility Issues
Configuring the Facility
Fixing Charts in Review for HL7-Created Facilities
Configuring Facilities to Automatically Complete Correction Tasks
Criteria for Automatic Correction Completion
Clinical Document Tab Configuration
Creating a Tab for a Facility
Assigning Document Types to Tabs
Copying Tab Configuration to Other Facilities
Medical Records Custom Query Configuration
Patient Window Custom Query Requirements
Configuring a Custom Query for Medical Records
Designating the Medical Records Custom Query
Physician Configuration
Configuring Provider Specialties
Configuring Physician Information
Configuring Physician Medical Groups
New Physician Queue
Addressing Invalid Accounts
Configuring the Physician Import Processor
Requirements for the Physician Import File
Requirements for Updating Physicians
Updating Unique Identifiers
Requirements for Deactivating Physicians
Creating a Physician Import Process
Specifying a Process Path
Configuring Formatting Settings
Defining the Field Order
Available Fields
Applying a Global Value
Assigning Privileges to Run the Physician Import Processor
Deleting Physicians
Chart Data Field Configuration
Configuring a Chart Data Field
HL7 Reference Field
Repeating Segment
Repeating Field
Track Chart Column Changes
Enable HL7 Null Handling
ID Number Keyword Type
Assigning Authority
Key Value
Zero-Pad For Searching
Confidentiality Code
Mapping Requirements
Keyword Mapping Requirements for Chart Attachment
Keyword Mapping Requirements for Chart Retrieval
Mapping Requirements for HL7
Pulling Values from Repeating HL7 Fields
Using Chart Data Fields to Implement Default Values
Medical System Settings Configuration
General Settings
Deficiency Settings
Override Note Size Burn Errors
Shrink Stamp to Fit Note
Expand Stamp to Fit Text
Include Physician Number in Signature Text
HL7 Settings
Do Not Create Access Requests for Unknown Consulting Physicians
Epic Integration Options
HL7 Message
HL7 Destination
HL7 Provider ID Type
Notify Epic of Pending Deficiencies
Notify Epic of Completed or Rejected Deficiencies
Deficiency List Column Configuration
Deficiency List Column Descriptions
Demographic Information Configuration
Document Corrections
Designing a Correction Process
Configuring Document Types for Correction Forms
E-Form Template Configuration
Document Type Settings
Configuring HL7 for Corrections
Configuring Life Cycles for Corrections
Creating the Healthcare Document Correction Action
Creating an Action
Assigning an Icon
Assigning User Group Privileges
Re-ordering Actions
Application Settings Configuration
Accessing the SD4E.txt Configuration File
Filtering the Physician List by Facility
Caching Available Physicians
Changing the Physician Cache Location
Sorting Physicians in the Analysis Window
Enabling the “Other” Decline Reason
Customizing Available Decline Reasons
Auto-Closing the Physician Signing Window
Deleting Medical Record Configurations
Password Confirmation Required
Password Confirmation and -MRMSINSTALL Switch Required
OnBase Client Administration
Working with Charts
Searching for and Viewing Charts
Assigning Chartless Documents to Charts
Manually Assigning Chartless Documents to a Chart
Searching Using Keyword Types
Processing Chartless Documents
Modifying Charts
Reviewing and Correcting Charts
Reasons Charts Require Review
Automatic Chart Correction
Manual Chart Correction
Changing the Attending Physician
Running a Script on a Chart
Run a Script from Chart Search
Run a Script from Chartless Documents
Running a Script from a Document
Running a Script from a Document List
Deleting Empty Charts
Scanning Medical Documents
Resolving Documents to Charts Using Chart Search
Scanning More Pages Using Chart Search
Indexing Medical Documents Using MPI Lookup
Using MPI Lookup
MPI Lookup Locations
Rules for Automatically Attaching Documents to Charts
Re-Indexing Considerations for Medical Records
Re-Index a Document Into a Chart Document Type
Re-Index a Document Out of a Chart
Re-Index a Document Containing Confidentiality Codes
Document Separation Considerations for Medical Records
Importing Physicians
Running the Physician Import Processor
Scheduling the Physician Import Processor
Epic Usage
Epic Usage Overview
Analysis
Analysis Window Components
Physician Drop-Down
Physician Search Options
Document List
Deficiency Options
Deficiency List
Demographics Pane
Return to Epic Button
Corrections Button
Document Viewer
Collapse/Expand Deficiency Information Button
Creating & Reassigning Deficiencies
Creating Deficiencies
Placing Signature Deficiencies
Placing Missing Information Deficiencies
Moving Deficiencies
Deleting Deficiencies
Searching for a Physician
Searching by Physician Name or ID
Searching by Physician Specialty
Changing the Assigned Physician
Keyboard Shortcuts for Analysis
Submitting Documents for Correction
Completing a Correction Form
Completion
Signing Window Components
Document List
Sign / Decline Buttons
Deficiency List
Missing Info Pane
Demographics Pane
Return to Epic Button
Document Viewer
Completing Deficiencies
Declining Deficiencies
Keyboard Shortcuts for Signing
Document Viewer Usage
Navigating Documents
Document Viewer Shortcuts
Navigating Documents
Zooming In and Out
Searching for Internal Text
Web Viewer Document Shortcuts
Toolbars in the Document Viewer
Viewer and Web Viewer Toolbars
Viewer Toolbars
Viewer Control Toolbar
OLE/PDF Viewer Toolbar
Web Viewer Toolbars
Web Viewer Control Toolbar
Web Viewer PDF and OLE Document Viewer Toolbar
HTML Web Client Annotations Toolbar
Web Viewer Pages Toolbar
Options Button - Viewer Options
Changing Thumbnail Size
Suppressing Blank Pages
View Notes - Open and View Notes or Annotations
Viewing Notes
Moving Notes
Adding Notes, and Editing and Deleting Notes and Annotations
Edit Note or Annotation Text
Editing Note Type Privacy Options
Deleting a Note
Changing the Note Type
Annotations Toolbar
Creating an Annotation
Access a Document's Keyword Values
Navigate
Scale
Process
Encoding

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