Epic Integration Upgrades in OnBase

Integration for Epic includes the OnBase Viewer, Scan Acquisition Server (SAS), and the integrations for Front Office Scanning (FOS), Epic Release of Information (ROI), EpicCare Link / EpicWeb, Epic Image Retrieval API, OnBase Patient Window, and Epic Welcome. Join Cailen Myers, Senior OnBase Consultant for RPI Consultants, who will share our best practices and recommendations for preparing to upgrade these integrations.

Cailen Myers:
Thank you, everyone for joining the Epic Integration Upgrades in OnBase. A few housekeeping items before we get started. All our webinars are recorded and are made available on our website. All lines will be muted. If you have any questions, please post them in the GoToWebinar question panel, and we will answer them at the end of this webinar. Currently, we have eight 2020 OnBase webinar series going on. All upcoming webinars are listed. If you’ve not already done so, please sign up for the upcoming webinars. If you have any additional webinars you would like to see, please reach out to us here at RPI, and we’d be happy to create those for you.

Just a little bit about myself before we get started. My name is Cailen Myers. I am a Senior Consultant here at RPI. I have over 10 years’ experience of designing, implementing, upgrading, supporting OnBase. I do specialize in healthcare and the EMR and ERP integration. I have quite a few OnBase certifications as well as Epic certifications. And on a more personal note, I am a mom to three Siberian Huskies. I do like baking and scrapbooking in my free time.

Let’s go ahead and get started. Today, I would like to discuss a little bit about the OnBase Epic integration, product licensing and versioning. The main part, of course, preparing for the upgrade. Then, we will do summary and questions. All webinars are solely based…are all RPI webinars. This is not a webinar that was produced or endorsed by Hyland or Epic. This information is of course, current as of March 2020. The advice and content contained within this webinar is educational only and based solely on the experience of us, RPI Consultants.

Let’s go ahead and get started. A little bit about the OnBase Epic integrations. There are so many different products and modules. I thought it’d be best to go through each of them before we get started on the actual upgrade piece.

Integration for Epic MyChart. The integration for Epic MyChart allows organizations to leverage OnBase for storing medical documentation uploaded by patients or guardians through MyChart. Uploaded content is routed and processed using OnBase workflows, giving the administrators and providers the chance to review and selectively add documents to the patients’ medical record. The integration can also give patients access to forms assigned using the Clinical Consents module. Patients or guardians can review and sign patient level forms from the comfort of their homes, using any browser supported by MyChart.

Signature Deficiencies for Epic. Signature Deficiencies for Epic provides the ability to electronically assign and complete deficiencies on documents stored in OnBase. Analysts can view documents and assign deficiencies to physicians and physicians can accept or decline these deficiencies. Signature Deficiencies for Epic automatically routes the documents through the completion process. Signature Deficiencies for Epic integrates seamlessly with the Epic application. Documents stored in OnBase are retrieved directly through the Epic user face. From the Epic Health Information Module, analysts can review scanned documents through the OnBase Viewer to assign deficiencies for missing signatures or missing information. Then from the Epic Inbasket, physicians can retrieve documents and electronically assign deficiencies assigned by the analyst. Signature Deficiencies allow users to open OnBase documents from the Epic application without interactively logging on to OnBase. Analysts and physicians can analyze and complete encounter documents without leaving the Epic interface.

The OnBase Viewer. OnBase segments can be directly accessed through Epic using the OnBase Viewer. Besides off