Import Actions - Import Actions - OnBase - Other - Content Conditioning - Other/Content-Conditioning/2.2/Content-Conditioning/Implementation-Instructions/Installation-Configuration/Required-Import-Workflow-Export-Package/Import-Actions - 2.2 - 2.2

Content Conditioning
Platform
Other
Product
Content Conditioning
Release
2.2
License
ft:lastPublication
2024-11-20T20:06:20.741000
ft:locale
en-US

Workflow Life Cycles

Use these tables to understand how imported configuration items should be added to your system. Whenever possible, items should be mapped to existing configuration objects with the same or similar name. If the item does not exist, then it should be created. If you are unsure of what action to take, contact your first line of support for assistance.

Name Import Action Notes
CC03 – Content Conditioning Create Create all sub-items
CC03 – QA Document Deletion Create Create all sub-items
Epic – T08 Document Update Create Create all sub-items
Epic – T11 Document Deletion Create Create all sub-items
HL703 – HL7 Sending Create Create all sub-items

Autofill Keyword Sets

Name Import Action Notes
MR-Encounter AFKS Map MR-Encounter AFKS, MR-Visit AFKS
MR-Order AFKS Map/Create MR-Order AFKS
MR-Patient MPI AFKS Map MR-Patient MPI AFKS, MR-Patient Enterprise Number AFKS
MR-Patient MRN AFKS Map MR – Patient MRN AFKS, MR - Patient MRN MRN-Based

Capture Process

Name Import Action Notes
CC03 – CPD Cleanup Create  
HIM Scanning - QA Post EMR Link via HL7 1 Create  
QA Integrated Scans Create  

Chart Data Fields

Name Import Action Notes
All Map Replace overrides any previous configuration. It is highly recommended to Map instead of replace.

Disk Groups

Name Import Action Notes
MR – Encounter Map MR – Encounter, MR - Visit
SQ - Template Map SQ – Template
System Map System

Document Type Groups

Name Import Action Notes
Healthcare Corrections Map Healthcare Corrections
Medical Records-Encounter Map Medical Records – Encounter, Medical Records - Visit
Medical Record- Patient Map Medical Record – Patient
System Documents Map System Documents

Document Types

Name Import Action Notes
Filed In Error Create/Map Filed In Error
zSYS Outbound HL7 Message Map zSYS Outbound HL7 Message
zSYS QA Shadow Document Create  

File Types

Name Import Action Notes
All Map  

HL7 Destinations

Name Import Action Notes
Outbound CAC Map/Create Map to your CAC export system. If there is not a CAC solution implemented, choose no action or map to the outbound EMR destination.
Outbound to EMR Map/Create Map to your EMR’s export destination

HL7 Message Segments

Name Import Action Notes
CAC OUT-MSH Map/Create  
CAC OUT - PID Map/Create  
CAC OUT - PV1 Map/Create  
CAC OUT – TXA Map/Create  
CAC - OUT TXA DEL Map/Create  
EMR OUT - EVN Map EMR OUT – EVN, EPIC OUT – EVN, SCM OUT- EVN
EMR OUT – MSH Map EMR OUT – MSH, EPIC OUT – MSH, SCM OUT – MSH
EMR OUT – NTE Map EMR OUT – NTE, EPIC OUT – NTE, SCM OUT – NTE
EMR OUT – OBX Map EMR OUT – OBX, EPIC OUT – OBX, SCM OUT – OBX
EMR OUT – OBX CC02 Create EMR OUT – OBX CC02, EPIC OUT – OBX CC03, SCM OUT – OBX CC03
EMR OUT – PID Map EMR OUT – PID, EPIC OUT – PID, SCM OUT – PID
EMR OUT – PV1 Map EMR OUT – PV1, EPIC OUT – PV1, SCM OUT – PV1
EMR OUT – TXA Map EMR OUT – TXA, EPIC OUT – TXA, SCM OUT – TXA
EMR OUT – TXA DEL CC02 Create EMR OUT – TXA DEL CC02, EPIC OUT – TXA DEL CC02, SCM OUT – TXA DEL CC02

HL7 Message Templates

Name Import Action Notes
MDM^T01 - CAC T01 – Orig. Doc Notification Map/Create MDM^T01/MDM^T02 - Map to the new document message created for the CAC integration.
MDM^T02 – CAC T02 – Orig. Doc Content Map/Create MDM^T01/MDM^T02 - Map to the new document message created for the CAC integration.
MDM^T11 – CAC T11 – Delete Document Map/Create MDM^T11 - Map to the delete document message created for the CAC integration.
MDM^T02 - EMR T02 – Doc Notification Map/Create MDM^T01 - EMR T02 – Doc Notification, MDM^T01 - EPIC T02 – Doc Notification, MDM^T01 - SCM T02 – Doc Notification
MDM^T11 - EMR T11 – CC02 Cancel Original Map/Create MDM^T11 - EMR T11 – CC02 Cancel Original, MDM^T11 - EPIC T11 – CC02 Cancel Original, MDM^T11 - SCM T11 – CC02 Cancel Original

Keyword Types Groups

Name Import Action Notes
HBI-Doc Corrections Map HBI-Doc Corrections
HBI-Doc Info Map HBI-Doc Info
HBI-Patient Map HBI – Patient
HBI-Visit Map HBI-Visit

Keyword Types

Name Import Action Notes
Admin Date Map Admin Date
Admin Type Map Admin Type
Assigning Authority Map Assigning Authority
Capture Department Map Capture Department
Capture Location Map Capture Location
Correction Type Create/Map Correction Type
Correction User Create/Map Correction User
CSN Map CSN, Visit #, Account Number
Department Map Department
Description Map Description
Discharge Date Map Discharge Date
Document Handle Map Document Handle
Document Type Map Document Type
Encounter Type Map Encounter Type, Visit Type
External Integration Status Create/Map External Integration Status
Facility Name Map Facility Name, Facility
HBI – Correction Relationship Map HBI – Correction Relationship
HBI – Import Source Map HBI – Import Source
HBI – Parent Document Handle Map HBI – Parent Document Handle
HBI – Previous Doc Type Map HBI – Previous Doc Type
Index User Map Index User
MPI Map MPI, Enterprise Number
MRN Map MRN
Order Date Create/Map Order Date
Order Description Create/Map Order Description
Order Provider First Name Create/Map Order Provider First Name
Order Provider Last Name Create/Map Order Provider Last Name
Order Provider Number Create/Map Order Provider Number
Order Status Create/Map Order Status
Order Type Create/Map Order Type
Patient Class Map Patient Class
Patient Date of Birth Map Patient Date of Birth
Patient First Name Map Patient First Name
Patient Gender Map Patient Gender
Patient Last Name Map Patient Last Name
Patient Middle Name Map Patient Middle Name
Priority Map Priority
QA Review User Map QA Review User
Replacement/Child Document Handle Create/Map Replacement/Child Document Handle
Shadow DocType Create  
Shadow Handle Create  
zSYS Description Map zSYS Description

Named Fonts

Name Import Action Notes
All Map Map to all existing

Note Types

Name Import Action Notes
CC02 – Document Under Review Create  
CC03 – Awaiting Review Create  
HCC – Filed in Error Create/Map HCC – Filed in Error (map if the HCC solution has already been imported)

Notifications

Name Import Action Notes
CC03 – Content Conditioning Create Create all sub items

OCR Format

Name Import Action Notes
<Default> Map <Default>

Password Policy

Name Import Action Notes
Manager Security Map Manager Security from HBI

Print Formats

Name Import Action Notes
<Default> Map <Default>

Scan Queues

Name Import Action Notes
CC03 – CPD Cleanup Create  
HIM Scanning - QA Post EMR Link via HL7 Create  
QA Integrated Scans Create  

Scheduler Tasks

Name Import Action Notes
CC03 - Clinical Processing 0 Create  
CC03 - Clinical Processing 1 Create  
CC03 - Clinical Processing 2 Create  
CC03 - Clinical Processing 3 Create  
CC03 - Clinical Processing 4 Create  
CC03 - Clinical Processing 5 Create  
CC03 - Clinical Processing 6 Create  
CC03 - Clinical Processing 7 Create  
CC03 - Clinical Processing 8 Create  
CC03 - Clinical Processing 9 Create  
CC03 – CPD Cleanup Create  
CC03 – Document Deletion Create  
CC03 – Non Clinical Processing Create  
CC03 – Transition to Evaluation Queue Create  
CC03 – Awaiting Review Create  
CC03 – Awaiting Review – Integrated Scan Create  
HL703 – Transition to Processing Queue Create  

Task Groups

Name Import Action Notes
Workflow Timers Create/Map Workflow Timers

Unity Configuration Items

Name Import Action Notes
DiagnosticsLevel Map/Create Map if already existing, create new if not.

Unity Connection Strings

Name Import Action Notes
OnBaseDBOnBaseDB Map/Create OnBaseDB

Unity Script Assembly

Name Import Action Notes
System.Data Map System.Data
System.Linq Map System.Linq
System.Linq.Expressions Map System.Linq.Expressions
System.Xml Map System.Xml

Unity Scripts

Name Import Action Notes
OutputImportSourceFromDocHandle Map/Create Map if already existing, create new if not.
RetrieveMRN Map/Create Map if already existing, create new if not.

User Groups

Name Import Action Notes
All Epic Users Map All Epic Users
CPE Instance Admin Group Map CPE Instance Admin Group
Document Corrections Map Document Corrections
Manager Map Manager

Users

Name Import Action Notes
Manager Map Manager