Epic On Call Finder Integration

Overview

PerfectServe’s integration with Epic On Call Finder leverages Lightning Bolt’s scheduling data to enhance on-call management within Epic. This integration allows schedule data for on-call assignments in Lightning Bolt to populate directly into the Epic On Call Finder module, streamlining access to accurate on-call information and facilitating efficient communication and coordination.

Practical Benefits

Reduction of Duplicate Work: Eliminates the need to manually update on-call schedules in both systems, saving time and reducing administrative burden.

Enhanced Workflow Efficiency: Allows providers and operators to quickly find on-call providers within Epic, improving response times and operational efficiency.

Reduction of Human Error: Automated data transfer minimizes the risk of errors associated with manual updates, ensuring accurate on-call information.

Secure Messaging Integration: Enables easy and secure messaging directly from the Epic On Call Finder module, enhancing communication capabilities.

Additional Notes

Placeholders: This integration allows the use of unnamed records for specific call shifts, ensuring clear contact information is provided regardless of who’s on call.

Slot Notes and Assignment Information: It also enables the inclusion of additional details from Lightning Bolt assignments, which is useful for admins and allows them to provide further context for each shift.

Emergency Updates: Slot notes can be quickly updated in Lightning Bolt to reflect changes, such as new contact methods for on-call providers, which will be reflected in Epic On Call Finder within minutes.

Integration Protocols

1. File-Based Integration: This integration uses a file-based method where a .csv file is generated and transferred to an SFTP location on a recurring basis (typically every five or ten minutes) for automatic import into Epic.

2. Personnel Mapping: Requires a unique ID for each provider in Lightning Bolt, which must match the corresponding provider account in Epic. This ID can be added to the ‘UniqueID’ or ‘Custom1-4’ fields in Lightning Bolt.

3. Assignment Mapping: Involves setting various fields for each Lightning Bolt assignment:

• Epic Team ID: Links the assignment to a specific facility in Epic.
• Team Name: An optional field for easier mapping searches.
• Role: Assigns an Epic “Role” to each shift, customized for each Epic customer.
• Note Prefix: Allows fixed text to be entered into the Notes section of the Epic On Call Finder record.
• Team Comment: Displays as a banner across the top of the team’s page in Epic On Call Finder.
• Call Order: Denotes the order in which on-call providers should be contacted.

4. Data Management: Determines the amount of past and future data included in the file to prevent it from becoming too large, focusing on the most relevant data.

5. Automated Data Transfer: When a provider is scheduled on a mapped assignment, the data is included in the .csv file and transferred to the SFTP for import into Epic.

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