Identity Manager 9.2.1 - Epic Healthcare System Administration Guide

Table 33: Additional Master Data for an Epic SER provider account
Property	Description
Identity	Identity that uses this Epic SER provider account. An identity is already entered if the Epic SER provider account was generated by an account definition. If you create the user account manually, you can select an identity in the menu. If you are using automatic identity assignment, an associated identity is found and added to the Epic SER provider account when you save the Epic SER provider account. For a Epic SER provider account with an identity of type Organizational identity, Personalized administrator identity, Sponsored identity, Shared identity or Service identity, you can create a new identity. To do this, click Next to the input field and enter the required identity master data. The login data required depends on the selected identity type.
Account Definition	Account definition through which the Epic SER provider account was created. Use the account definition to automatically fill Epic SER provider account master data and to specify a manage level for the Epic SER provider account. The One Identity Manager finds the IT operating data of the assigned identity and enters it in the corresponding fields in the Epic SER provider account. NOTE: The account definition cannot be changed once the Epic SER provider account has been saved.
Manage Level	Manage level of the Epic SER provider account. Select a manage level from the menu. You can only specify the manage level if you have also entered an account definition. All manage levels of the selected account definition are available in the menu.
Account Name	Template calculated value that is set to user’s Name.
First Name	The first name of the Epic SER provider. If you have assigned an account definition, the input field is automatically filled with the manage level.
Last Name	The last name of the Epic SER provider. If you have assigned an account definition, the input field is automatically filled with the manage level.
Middle Name	The middle name of the Epic SER provider. If you have assigned an account definition, the input field is automatically filled with the manage level.
Display Name	Template calculated value that is set to user’s Name.
Update configuration	This field (also known as DoNotUpdate) controls how the value of the fields Applied Epic SER blueprint or Applied Epic SER template of an existing Epic SER provider record are updated upon application of an Epic SER blueprint or an Epic SER template using IT operating data. This in turn controls how items of an existing Epic SER provider record are updated upon application of an Epic SER blueprint or an Epic SER template using IT operating data. Update configuration values: 0 - Apply only if null: Apply the Epic SER blueprint (or Epic SER template) only if the Applied Epic SER blueprint (or Applied Epic SER template) field of the Epic SER provider is null 1 - Never apply: Never apply the Epic SER blueprint or Epic SER template 2 - Always apply: Always apply the Epic SER blueprint or Epic SER template NOTE: This field is not used if an Epic SER blueprint or an Epic SER template is manually or directly applied on the Epic SER provider. It is not applicable for newly created Epic SER providers.
Account expiry date	Template calculated value based on Identity’s Date Last worked
One Identity ID	Read only field. Identifier assigned to a newly created Epic SER provider account by One Identity Manager.
Applies SER blueprint	The last Epic SER blueprint applied on the Epic SER provider account.
Applies SER template	The last Epic SER template applied on the Epic SER provider account.
SER blueprint update time	The time at which the Epic SER blueprint was updated last. NOTE: Null indicates no Epic SER blueprint applied.
SER template update time	The time at which the Epic SER template was updated last. NOTE: Null indicates no Epic SER template applied.
User account is disabled	Specifies whether the Epic SER provider account is disabled.

Enter the following data for various tabs grouped on the basis of Epic SER item number range

Table 34: Epic SER items 0-1900
Property (SER Item : SER Item Number)	Description
ID : .1	The SER provider ID. For new SER provider records, this can be manually set. If you want Epic to autogenerate the ID leave this field blank
External name : 1	The Epic SER provider’s name that will be used on reports and letters sent to the patient.
Is verified? : 6	Specifies if the Epic SER provider is verified or not. Which implies the if quality of data is assessed and verification process is done.
Is generic? : 13	Specifies if the Epic SER provider is verified or not. A generic provider is primarily used for scheduling appointments or cases before the actual provider is known. Setting this item may allow the system to automatically replace this
Abbreviation : 25	Abbreviation for Epic SER provider. NOTE:Abbreviations are used on many standard reports.
Clinician title : 26	The Epic SER provider’s title.
Type of resource : 30	The Epic SER provider’s record type for the SER Masterfile.
Status : 35	The Epic SER provider's status. The item can have three values. Blank 1- Active to allow this provider to be selected in most clinical, scheduling, and referral workflows. 2- Inactive to suppress this provider in these workflows.
Contact comment : 38	The comments to reflect any updates on Epic SER provider. NOTE:The value entered in the field appears on the contact selection screen when selecting a provider.
Referral source type : 45	The Epic SER provider’s referral source type
Internal or external : 190	Specifies whether the Epic SER provider is internal or external to the facility. NOTE:If left blank, the Epic SER provider is marked as Internal.
Deficiency track : 561	Specifies whether the Epic SER provider is a deficiency tracking provider. NOTE:If set to No, deficiencies will not be allowed to be assigned to the.
Letter preference : 590	The epic SER provider's preferred method for receiving deficiency warning letters. NOTE:If an Epic SER provider doesn't have a specific letter preference, the default value is 1 - Printed Letter.
Default service : 800	The Epic SER provider’s service that will be used as the default service on the ADT accommodations form. When the Epic SER provider is the admitting provider and no service has been specified, this service will be defaulted into the service field.
Record state : 1000	The Epic SER provider’s state. Indicates whether the record is active or inactive. I indicates record is inactive and A indicates record is active NOTE:This field is read-only and automatically set.
Provider name : 1021	The Epic SER provider’s name. The name is either in "Last [Suffix], First [MI]" or "Last, First [MI] [Suffix]" format.
Provider type : 1041	The Epic SER provider’s type.
Provider degree : 1061	The Epic SER provider’s degree.
Is encounter provider? : 1081	Specifies whether the Epic SER provider can default be an encounter provider for a quick encounter in an ambulatory context. NOTE: A quick encounter is an encounter where the New Contacts window doesn’t appear because the type of encounter is defined, and other default values have been specified in the user’s compiled profile. the default is Yes.
Can be supervisor? : 1082	Specifies whether the Epic SER provider can be used as an encounter supervising provider. NOTE: Encounter supervising provider is required when billing for the services of physician extenders like residents and PAs. The default is No.
Needs supervision? : 1083	Specifies whether the Epic SER provider is required to enter an encounter supervising. NOTE: The default is No.
Is a resident? : 1120	Specifies whether the Epic SER provider is a resident. NOTE: The default is No.
Beeper phone : 1220	The Epic SER provider's primary pager number.
DEA number : 1310	The Epic SER provider's Drug Enforcement Agency number used for prescribing controlled medications.
Sex : 1340	The Epic SER provider's sex.
Date of birth : 1360	The Epic SER provider's birth date.
UPIN : 1740	The Epic SER provider’s Unique Physician Identification Number.

Table 35: Epic SER items 2000-2900
Property (SER Item : SER Item Number)	Description
Employed CRNA? : 2100	Specifies whether the Epic SER provider is an employed Certified Registered Nurse Anaesthetist (CRNA) by default.
Default treatment rel. : 2600	The Epic SER provider’s default treatment to be used on the ADT Providers form and for ED patients on the Treatment Team Assignment activity.

Table 36: Epic SER items 2900-2950
Property (SER Item : SER Item Number)	Description
Group 1 : 2900	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is a free-text field.
Group 2 : 2901	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is a free-text field.
Group 3 : 2902	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is a free-text field.
Group 4 : 2903	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.
Group 5 : 2904	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is a free-text field.
Group 6 : 2905	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This grouper is also used when searching for an Epic SER provider using the Provider Finder module in Call Management. This is a customer defined category list.
Group 7 : 2906	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This grouper is also used when searching for an Epic SER provider using the Provider Finder module in Call Management. This is a customer defined category list.
Group 8 : 2907	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This grouper is also used when searching for an Epic SER provider using the Provider Finder module in Call Management. This is a customer defined category list.
Group 9 : 2908	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This grouper is also used when searching for an Epic SER provider using the Provider Finder module in Call Management. This is a customer defined category list.
Group 10 : 2909	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This grouper is also used when searching for an Epic SER provider using the Provider Finder module in Call Management. This is a customer defined category list.
Group 11 : 2910	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.
Group 12 : 2911	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.
Group 13 : 2912	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.
Group 14 : 2913	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.
Group 15 : 2914	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.
Group 16 : 2915	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.
Group 17 : 2916	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.
Group 18 : 2917	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.
Group 19 : 2920	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.
Group 20 : 2919	Grouper that can be used when doing SQL or Report Generator reporting on this master file. NOTE: This is customer definable category list.

Table 37: Epic SER items 2950-28000
Property (SER Item : SER Item Number)	Description
Revenue department : 2952	The department to which revenue generated by The Epic SER provider should be attributed.
License display : 6001	The Epic SER provider’s license for display NOTE: This license is for display purposes only.
Photo : 6002	The path to the Epic SER provider's photgraph. NOTE: If the value is set, this photograph overrides the one set in item SER-32050 (Photo - URL). If a URL address is entered, it must start with https:// so it can be accessed securely. If just the file name is entered, the path for the file name needs to be defined in item LWS-35100 (Provider Photo Path). If the full file path is entered, the path must be accessible by the Web Blob Service (WBS), unless item LSD-15177 (Display Provider Photos Without Using Blob Service?) is set to Yes. The photograph should not exceed 1000 pixels by 1000 pixels and no more than 6MB.
URL of photo : 32050	The URL of the Epic SER provider’s photograph. NOTE: If a URL address is entered, it must start with https:// so it can be accessed securely. Otherwise, the file name or full file path entered must be accessible by the Web Blob Service (WBS). The photograph should not exceed 1000 pixels by 1000 pixels and no more than 6MB.
Allow refer to provider : 6550	Specifies whether the Epic SER provider is selected as a Referred To Provider. NOTE: Default is Yes.
Is EMR provider? : 8020	Specifies whether the Epic SER provider is actively using the clinical applications. NOTE: Default value is No.
Results type : 8114	Specifies for which encounter types an Epic SER provider receives messages. NOTE: This setting treats results from hospital outpatient visits as both IP and OP encounters. Messages will route for HOVs unless set to None. The default value for this item is 1- for both Outpatient and Inpatient.
Results routing dept : 8115	The department used for overdue results routing. NOTE: The overdue results routing department override setting (I LSD 3204) in EMR System Definitions can override this setting and determines the default behavior if nothing is populated here. The department can be either the provider's primary department or the encounter department. The encounter department is from the encounter where the order was placed.
Can receive refill request IB : 8140	Specifies whether an Epic SER provider can receive refill request (Rx Auth) messages from the outpatient pharmacy application via In Basket. NOTE: If set to "Yes" or left blank, the provider can receive these messages (if the provider's In Basket security permits it).
Med. authorizing provider : 8210	Specifies whether the Epic SER provider can authorize medications. NOTE: Default is No.
Second sign IB messages : 8211	Specifies whether the Epic SER the provider can have its second sign In Basket messages sent to an override pool set in the profile. NOTE: Default is No.
Is pharmacist? : 8215	Specifies whether the Epic SER provider can be used as a pharmacist. NOTE: Default is No.
Order auth. provider : 8220	Specifies whether the Epic SER provider is authorized to place orders in the system. NOTE: The default is to not allow orders to be authorized by this provider.
Treatment plan provider : 8225	Specifies whether the Epic SER provider can be selected as the treatment plan provider managing a treatment plan, or the lead provider managing a therapy plan when associating a plan with a patient. NOTE: The default value is No.
Pref. comm. method : 8350	The Epic SER provider’s preferred method for sending chart copies, letters, and result reports from the Communication Management section. NOTE: If System Definitions is configured to route results by communication preference using the Route by Communication Preference item (I LSD 3187), then all results for this provider will be sent by this method. If this item is left blank, then the defaults below will be used. For Communication Management: The default routing method will be the first method listed in the routing method table in System Definitions (I LSD 5700) or on the Communication Management Setup screen in the department record (I DEP 17570) that is available to that Epic SER provider. For Results Routing: The default routing method will be In Basket. For Transitions of Care: The default routing method will be the first method that can succeed from the methods listed in the profile for Summary of Care Non-Electronic Default Methods (I LPR 5520).
Is e-prescribing provider? : 8400	Specifies whether the Epic SER provider is an Electronic-Prescribing Provider. Order transmittal uses this flag to send med orders to an interface instead of printing. NOTE: The default value is No.
Prop. sec. ctrl. substances : 8421	The proposed change to an Epic SER provider's security to electronically prescribe or dispense controlled substances. NOTE: When a change is proposed, an In Basket request will be sent out for approval. When the request is approved by a second person, SER 8420 "E-PRESCRIBING CONTROLLED SUBSTANCES?" will be updated.
Ext. cal. enable integration? : 14480	Specifies whether the Outlook integration is enabled for the Epic SER provider. NOTE: The default is No.
Home health verbal order : 27010	Specifies whether the Epic SER provider uses In Basket to sign home health orders. NOTE: If this is left blank, the default will be the value in the "EpicCare Prov" field (SER 8020 item) if the provider has a user record that is active and In Basket security. If this is left blank and any of the three checks above fail, it is assumed that the provider is not an In Basket provider for home health orders.

Table 38: Epic SER items 28000-53000
Property (SER Item : SER Item Number)	Description
Rec. pat. msgs directly : 32000	Determines where the routing messages sent by patients should be directed. The available options for this field route in the following manner: 1. Self. Routes the message directly to the Epic SER provider. 2. Pool (Default). Routes the message to the pool in the Pool field. 3. Skip. Proceeds to the department level of routing (step 3). 4. Pool & CC Self. Route the message to both the pool and the Epic SER provider. NOTE: When routing messages sent by patients, a six-step hierarchy is consulted. The steps are divided into three levels - provider (SER), department (DEP), and system (WDF). This field is used at the starred step to determine where the message should go. When a destination is found, the search stops, and that destination is used. 1. Provider message routing table (SER) 2. Provider default destinations (SER) 3. Department message routing table (DEP) 4. Department default destinations (DEP) 5. System routing table (WDF) 6. System default destinations (WDF) This field is used in routing if the message is one of the clinical message types.
Rec. e-visit msgs : 32015	Specifies whether the Epic SER provider will accept E-Visit messages from patients. NOTE: If the value is not provided, the Epic SER provider will not be included in the E-Visit recipient list.
Rec. clinical update msgs : 32020	Specifies whether the Epic SER provider receives patient clinical update notification messages directly. NOTE: The default value is No.
Rec. unviewed test results : 32030	Specifies whether the Epic SER provider receives unviewed test result notification messages directly. NOTE: The default value is No. This field is no longer used if the November 2021 conversion 731040 has completed for the Epic SER provider's record.
Allow my chart scheduling : 32065	Specifies whether the Epic SER provider will be displayed in the schedule list for appointment scheduling for MyChart.
Allow open scheduling : 32068	Specifies whether the Epic SER provider is available for the MyChart Open Scheduling workflow. NOTE: The default value is No.
Allow ticket scheduling : 32070	Specifies whether the Epic SER provider accepts appointments scheduled through MyChart Scheduling Tickets. NOTE: If the value is not specified, the default is determined by the "Allow/include provider by default?" (I WDF 808) setting in MyChart system definitions.
Allow tele. med. sched. : 32075	Specifies whether patient can schedule or request telemedicine appointments with the Epic SER provider. NOTE: The default value is No.
Display in med. send list : 32080	Specifies whether the Epic SER provider will be displayed in the send list for Medical Advice Requests. NOTE: The default value is No.
Display in appt. send list : 32090	Specifies whether the Epic SER provider will be displayed in the send list for appointment requests. NOTE: Used in MyChart. If the value is not specified, the default is determined by the "Allow/include provider by default?" setting (I WDF 808) in MyChart system definitions.
Default notes service : 34700	The Epic SER provider’s allowed service to default in when a new note is created. NOTE: Epic SER provider’s defaulting should be turned on as a pre-requisite.
Default IP treatment rel. : 34825	The Epic SER provider’s default Inpatient treatment team relationship. NOTE: When the quick assignment utilities are used from Patient Lists on patients who are admitted to a non-emergency department, the value here will default as the assigned treatment team relationship. When adding a provider to an outpatient care team or an episode case team, the value here will default as the assigned relationship.
IP provider licensure : 34851	The Epic SER provider’s Inpatient licensure for display.
IP provider discipline : 34901	The Epic SER provider’s associated discipline. NOTE: The Activity Assignment Engine uses this item in conjunction with the staff's licensure and skills to find the most suitable staff to execute the activity.
Is a hospitalist? : 34910	Specifies whether the Epic SER provider acts as a hospitalist. NOTE: The default value is No.
Inpatient ordering : 34920	Specifies whether the Epic SER provider can be entered as an ordering provider for inpatient orders. A provider will be an Inpatient ordering provider if: 1) This provider is linked to a user record 2) The setting for Inpatient ordering provider is Yes. NOTE: The default value is Yes. Make sure to link an Inpatient ordering provider to a user record.
OP ordering provider : 34921	Specifies whether the Epic SER provider can be entered as an ordering provider for outpatient orders. A provider will be an outpatient ordering provider if: 1) The Epic SER provider is linked to a user record 2) The setting for outpatient ordering provider is not No. NOTE: The default value is Yes. Make sure to link an outpatient ordering provider to a user record.
Is ED provider? : 49000	Controls the default ED Provider flag when signing into an ED, and the default value of the ED provider flag in a Treatment Team assignment in non-emergency departments or when the provider is not signed into the patient's department.
ED can be supervisor? : 49100	Specifies whether the Epic SER provider can be used as a supervisor to another Epic SER provider. NOTE: This Epic SER Item is not related to SER 1082 supervising provider. The default value if nothing is selected is No.
ED needs supervision? : 49200	Specifies when the Epic SER provider needs supervision. This is applied during sign in to the ED. NOTE: This Epic SER Item is not related to SER item 1083 supervision required. The default value if nothing is selected is No.
Imaging IB preference : 52100	The Epic SER provider's imaging procedure In Basket preference. For imaging procedures performed in Radiant or Cupid, reading physicians have the option of signing a result either in the Signing Work List or study review activities or in In Basket. Signing a study moves the study status to Final and files any charges that are configured to be filed when a provider finalizes a study.

Identity Manager 9.2.1 - Epic Healthcare System Administration Guide

General master data for an Epic SER provider account

Epic SER provider data based on Epic SER items

Additional tasks for managing Epic SER provider account

Overview of Epic SER provider account

Automatic assignments of identities to Epic SER provider accounts

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Identity Manager 9.2.1 - Epic Healthcare System Administration Guide

General master data for an Epic SER provider account

Epic SER provider data based on Epic SER items

Additional tasks for managing Epic SER provider account

Overview of Epic SER provider account

Automatic assignments of identities to Epic SER provider accounts