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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

SER items for Epic SER template

Use this task to view Epic SER items for the Epic SER template.

 

To view Epic SER items of an Epic SER template

  1. Select Epic health care | SER template.

  2. Select the Epic SER template in the result list.

  3. Select the task Epic SER template SER items.

The loaded form displays the list of Epic SER items corresponding to the selected Epic SER template. It displays the Epic SER item name along with Epic SER item number and Epic SER item value.

Applying Epic SER template to Epic SER provider

When an Epic SER template is applied to an Epic SER provider, the Epic SER item values from the Epic SER template are copied over to the corresponding Epic SER items on the Epic SER provider. The SER item values applied to the provider is governed by the configuration of override items flag and SER blueprint preferred over SER template flag on the Epic connection.

An Epic SER template can be applied to the Epic SER provider in following two ways:

  • Direct Application

  • IT Operating Data

Direct Application

An Epic SER template can be directly applied to an Epic SER provider either on creation or while updating the Epic SER provider.

To apply Epic SER template directly to Epic SER provider

  1. Select Epic health care | SER providers.

  2. Select the Epic SER provider in the result list.

  3. Select the task Change master data.

  4. From General tab, select the Epic SER template from the field Applied SER template.

  5. Click Save.

The selected Epic SER template will populate all the corresponding Epic SER items.

NOTE:

  • The overrideitems flag and SER blueprint preferred over SER template flag configured on the Epic connection governs how the SER provider’s items values are overridden when a SER blueprint is applied to a SER provider.

Related Topics

IT Operating Data

An Epic SER template can be applied to an Epic SER provider through IT operating data.

 

Related Topics

Deleting Epic SER template

Use this feature to delete Epic SER template.

 

To delete an Epic SER template

  • Select Epic health care | SER template.

  • Select the Epic SER template in the result list that you want to delete.

  • Select the delete option from the menu item.

NOTE: An Epic SER template cannot be deleted if it is applied to one or more Epic SER providers.

Security Matrix

Entitlements in Epic, including the Epic EMP template and Epic EMP Subtemplates, are assigned to the Epic users based on one or more attributes associated with the Identity. Security matrix is a table that consists of entitlements grouped with one or more attributes of the Identity, which mostly consist of organizational attributes.

One Identity Manager out of the box provides capabilities to assign these entitlements, including the Epic EMP templates and Epic EMP Subtemplates, to organizations or business roles. This allows all user accounts linked to person Identities that belong to these organizations to automatically inherit the respective entitlements. Maintenance of such assignments becomes difficult while dealing with a combination of business roles as dynamic groups. Several dynamic group calculations also degrade the overall performance of assignments. In this scenario, configuring entitlements for the combination of One Identity Manager organizations and business roles in the security matrix makes the process easier to maintain and performance effective.

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