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Identity Manager 9.2.1 - Epic Healthcare System Administration Guide

Managing an Epic health care system Setting up synchronization with an Epic health care system Basic Data for managing an Epic health care system Epic Connection Epic EMP User Accounts Epic EMP template Epic EMP subtemplate Epic SER Items Epic SER Provider accounts Epic SER Blueprints Epic SER Template Security Matrix Configuration parameters for managing Epic health care system Default project template for Epic

Managing IdentityIDs for Epic EMP user account

Identity IDs are additional identities an Epic EMP user can have on the target Epic system.

To assign an Identity ID for an Epic EMP user

1. In One Identity Manager, select Epic health care | EMP users.

2. Select the Epic EMP user account in the result list.

3. In Tasks, select Manage IdentityIDs.

4. Click Add.

5. Enter the System User ID and System type.

6. Click Save.

NOTE:

  • The system type needs to be valid and depends on customer configuration
  • The system type could be set to a pre-defined list of values in the Designer depending on customer requirements
  • Once an Identity has been created only the System User ID can be changed
  • Identity ID cannot be removed from One Identity Manager

Managing External Identifiers for Epic EMP user account

These are the external identifiers that an Epic EMP user can have on the target Epic system.

To assign an external identifier for an Epic EMP user

1. In One Identity Manager, select Epic health care | EMP users.

2. Select the Epic EMP user account in the result list.

3. In Tasks, select Manage External IDs.

4. Click Add.

5. Enter the System User ID, System type and select the IsActive option.

6. Click Save.

NOTE:

  • The system type needs to be valid and depends on customer configuration
  • The system type could be set to a pre-defined list of values in the Designer depending on customer requirements
  • Once an external identifier has been created, the IsActive option can be toggled as required

Managing Epic EMP user account managers

An Epic EMP user can contain multiple managers and these managers can be assigned here.

To assign a manager for an Epic EMP user

1. In One Identity Manager, select Epic health care | EMP users.

2. Select the Epic EMP user account in the result list.

3. In Tasks, select Assign Epic User managers.

4. Select the Epic EMP user managers in Add assignments.

5. Click Save.

Managing Demographics for Epic EMP user account

Epic EMP user demographic information can be managed from One Identity Manager.

To assign Demographic information for an Epic EMP user

1. In One Identity Manager, select Epic health care | EMP users.

2. Select the Epic EMP user account in the result list.

3. In Tasks, select Manage Demographics.

4. Click Add.

5. Enter the UserDemographic1, UserDemographic2, UserDemographic3.

6. Click Save.

NOTE:

  • DemographicsIndex represents a row number and is automatically incremented when a record is created
  • In case of deletion, higher order DemographicsIndex record must first be deleted prior to removing lower order DemographicsIndex record.
  • The captions UserDemographic1, UserDempgraphic2 and UserDemographic3 can be updated in the Designer depending on what the attribute has been mapped to in the customer's Epic environment

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