Epic
Workflow
Glossary
IFS
Misc.
100

When cancelling an appointment, what is required before you are able to complete the task?

A reason you are cancelling.

100

The documents in the document table are signed by the patient when they are ______________.

Checking in.

100

What is a Guarantor? 

When does a patient become their own guarantor per Upstate policy? 

How many Guarantor accounts can a patient have?

The person financially responsible for whatever the coverage/insurance does not pay.

At 18.

Multiple, like: P/F, W/C, TPL, B/H, Dental, Institutional.

100

When creating W/C or TPL visits, what record must always be included?

Claim Information Record.

100

What is the status of an appointment that has been 'Signed In'?

Present

200

At what point is an appointment scheduled?

When you click on the 'schedule' button from the 'Appointment Review' pop up.

200

Susan is calling to check the status of her lab results from last weeks visit. What activity do you use to document this call?

Telephone Call because its non-symptom related.

200

What is HAR an acronym for?

Hospital Account Record

200

When creating a W/C or TPL record, what is the group name field equal to?

The injured body part.

200

From the Provider Schedule, if time is being held, what color will the column next to the timeslot be? 

Gray.

300

For an appointment status to be in an 'Arrived' status, what had to be done?

The appointment had to be checked in.

300

Where do you enter the zip code for Epic to automatically populate the city, state, zip code, county, and country fields?

The City(Zip Code) field.

300

What is RTE, and what is its purpose?

Real Time Eligibility, to provide the patients eligibility status with the coverage.

300

On the smaller spreadsheet on the Provider Schedule, what two fields are you able to update?

The Length and the Appt Notes.

300

If a patient is not active on MyChart, what will be present on the AVS (After Visit Summary) for them to sign up?

An Activation Code.

400

Where in the patients record does the ssn display in its entirety?

In the IFS/Registration, in the Demographics section above the patient picture/silhouette. 

400

You called Lucy, but had to leave a vm message, what icon on the Confirm Report do you use to document your attempt?

New Call Icon.

400

What is the acronym MSPQ mean?

What is it?

How often does it need to be filled out?

Medicare as Secondary Payer.

Its a federal program 

The form needs to be filled out every time a patient presents with Medicare as one of, or the sole coverage.

400

What Dashboard would provide you resources to complete a workflow?

Front Desk Learning Home Dashboard.

500

Who are you able to send InBasket messages to?

Individuals/Pools.

500

A patient calls to advise they have a fever, cough, and rash, and want to know what they should do.  What activity do you use to document this call?

Because its symptom related, you would use the Incoming Call (Nurse Triage) activity.

500

If the patient has a ssn, but does not wish to share it, what do you populate in the ssn field?

Nine Zeroes.

500

What is the purpose of the Sidebar Checklist?

To quickly find and correct errors.

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