User Group Configuration - Signature Deficiencies for Epic - English - Foundation 22.1 - OnBase - external

Signature Deficiencies for Epic requires a User Group named ALL EPIC USERS. This User Group must have specific rights and privileges.

1. In OnBase Configuration, create a User Group named ALL EPIC USERS.
   1. In OnBase Configuration, select Users > User Groups / Rights.
      The User Groups & Rights dialog box is displayed.
   2. Click the text field under the User Group Name list.
   3. Enter ALL EPIC USERS.
   4. Click Create.
      The ALL EPIC USERS User Group appears in the User Group Name list.
   When analysts and physicians access OnBase through Epic for the first time, they are added to the ALL EPIC USERS User Group.
2. Select the ALL EPIC USERS User Group.
3. Click Product Rights.
   The Assigning Product Rights dialog box is displayed.
4. Select the Client and Web Client product rights.
   
5. Click Save.
   The selected product rights are saved, and the Assigning Product Rights dialog box is closed.
6. With the ALL EPIC USERS User Group still selected, click Privileges.
   The Assigning User Group Privileges dialog box is displayed.
7. Select the Retrieve / View privilege.
   

   Note:

   The Signature Deficiencies for Epic security model is controlled by Epic. Granting User Groups additional privileges does not guarantee access to the corresponding OnBase functionality from within Epic. Assigned privileges do apply if users access OnBase outside of Epic.

8. Click Save.
   The selected privileges are saved, and the Assigning User Group Privileges dialog box is closed.
9. The following OnBase features are configurable for use within Signature Deficiencies for Epic. These features can be configured for ALL EPIC USERS. Alternatively, users from ALL EPIC USERS can be selectively added to another User Group with the appropriate privileges for these features.

   • Note Types: Configure the note types that an Epic user can view, create, modify or delete.

   • Workflow: Configure the Workflow queues and life cycles that can be referenced (but not activated) when a user is viewing a document.

   • Password Options: Depending on the password policy in effect, Epic users may be locked out if their accounts have been idle too long. Make sure password policies and account lockout settings are configured appropriately for Epic users.

     Note:

     The Send To options are not available in the document viewer, even if the user has sufficient privileges. These options have been disabled to help maintain the privacy of sensitive patient information.

10. Assign the necessary medical records privileges as described in Medical Records Privileges.