OnBase Platform Configuration

Technical Skills

OnBase Platform Configuration

• Advanced knowledge of Workflow configuration and administration, including:
  Queue creation and logic-based routing
  Workflow triggers and custom actions
  Timer configuration within Unity Management Console
• Proven experience with:
  Administering and troubleshooting timer-based logic using the Unity Management Console
  Managing Windows Services associated with timer execution (e.g., OnBase Scheduler Service, Unity Scheduler Service)
  Diagnosing timer-related failures using OnBase Diagnostics Console and system logs

Document Imaging and Import Process Configuration

• Proficiency in configuring and troubleshooting multiple document import methods:
  Document Import Processor (DIP)
  Document Retention Import Processor (DRIP)
  Electronic Data Interchange (EDI)
• Skilled in managing automated and scheduled ingestion workflows (e.g., lockbox files, remittance uploads, invoice batch imports)
• Able to analyze indexing logic, validate file mappings, and resolve ingestion-related issues
• Experience supporting AP workflows and intake routines tied to vendor file processing

User and Access Management

• Configuration and management of user accounts and roles
• Security group and permission structure design
• Activity audit and access monitoring for sensitive queues

Issue Triage and Error Resolution

• Resolution of processing failures, including:
  Workflow halts
  DIP or ingestion errors
  Document mismatch or misindexing
• Use of OnBase diagnostics tools, Event Viewer, and server logs
• Coordination with Epic and platform teams for cross-system issues

Project Support and Communication

Support Ticket Management

• Triage and respond to tickets across departments
• Prioritize based on impact and complexity
• Log detailed actions and resolutions in platforms like ServiceNow or Cherwell

Project Integration

• Support with folder and queue configurations, routing setups, and testing
• Validate deliverables through TST/UAT
• Attend project meetings and track technical action items

Healthcare-Specific Proficiencies (Preferred but Not Required)

HL7 Integration and Message Processing

• Configuration of HL7 import processes mapped to Document Types and AutoFill Keyword Sets
• Setup and management of HL7 message templates and field/segment mappings
• Knowledge of HL7 structures including PID, PV1, and message types like ADT^A01 and ORM^O01, MDM etc

HIM Workflow Proficiency

• Configuration of content conditioning workflows for document classification and routing
• Design of document correction workflows for re-indexing and HIM validation with permissions control
• Chart and MPI-based document management to ensure accurate patient-document association

Integration with Epic Systems

• Experience configuring DIP queues and indexing logic for Epic Chart Search
• Familiarity with OnBase Application Enabler within Epic Hyperspace
• Support for HL7 record consistency between OnBase and Epic

Preferred Qualifications

• 3 5 years of hands-on OnBase configuration and support
• Proficiency in both Unity and thick client administration
• Experience in healthcare or hospital-based document workflows
• Familiarity with financial systems or RevCycle integrations
• Ability to work independently while collaborating across departments

Soft Skills

• Clear communication (written and verbal)
• Collaborative across clinical, business, and IT teams
• Documentation-focused with attention to ticket resolution details
• Strong problem-solving mindset and diagnostic thinking