General System Knowledge
A provider needs to place a referral to an external organization. How is this referral placed in Epic?
Identify the user/pool that is responsible for a first pass of the following 3 message types:
1.Patient Medical Advice Request
2.Referral Triage
3.RX Refill
1.Clinical Support Staff Pool
2.Depends on the clinic!
3.Clinical Support Staff Pool
What is the name of the record in Epic that determines what a user will be able to do in the system?
What is a security template?
A physician reports they've ordered a lab on the wrong patient. They don't know what to do.
Double-click encounter > Edit/addend > Plan workspace > Meds & Orders navigator > Cancel button
What will the default priority and allowed order classes be for the Blood Glucose Procedure if the following is true:
Blood Glucose: Default Priority = blank, Allowed Order Classes = Clinic Collect
Blood Lab Procedure Category: Default Priority = blank, Allowed Order Classes = Clinic Collect, Lab Collect
EMR System Definitions: Default Priority = Routine, Allowed order Classes = Third Party, Intraprocedure Collect
Routine, Clinic Collect
How can a provider see what the patient's primary coverage is?
This can be found on the storyboard. Patient demographics also has this information. It is put in at registration.
What two records are needed to create an In Basket pool?
Create a Class - update Category List EMP 450 with your class
Create a Registry (HIP)
This type of record consists of a series of security points and is used to control what activities or workflows a user can access in Epic.
What is a security class?
A nurse reports that no visit navigator appears for a patient's appointment when they open the encounter from the schedule.
Check the Workflow Engine Rule (LOR) and/or the Encounter Conversion Table (LSD)
What is the Rule of Specificity?
When determining which settings to apply, the system will use the most specific setting available in the hierarchy. If a setting is not found at a specific level, the system continues searching down the hierarchy to fill in the missing entries.
The elements of an order that determine whether prior authorization review is needed are the order and the __________?
associated diagnosis
What is the best way to see the In Basket messages a user is getting to help investigate a particular issue?
Attach their In Basket to yours in SUP
When a user needs additional access for a specialty workflow, this is often added to their base template to grant extra security points or settings without changing their main template.
What is a subtemplate?
*A nurse cannot change the encounter provider to herself from the multi-provider schedule.
Check the nurse's Shared/Hyperspace security profile has Security Point 82 - Change Provider on Schedule;
also accept
Check Nurse's SER to validate we have a department listed in I SER 40
What are the 3 levels where you can define procedure settings? (Provide the INIs from least specific to most specific)
LSD > EDP > EAP
True or false: Individual end users are able to change the way that navigator sections in their workspace are organized (i.e., their order) themselves, without needing to submit a KACE ticket.
1.Users will place a dummy order in Epic to document the DME details, maintaining the chart
2. Formally request DME using legacy workflow and/or access vendor site in seperate window.
You need to configure Rx Request messages so they expire after 180 days instead of 90 days - where can you do this?
Compile Configuration (HDF) Record
To resolve issues where users cannot access needed functionality at go-live, analysts should use this troubleshooting tool to review a user’s security setup.
What is User Snapshot?
A collection task is not available for the POCT urinalysis ordered by the physician. How would you troubleshoot?
Track the order in Otx to make sure the proper multistep collection task template is being used. If so, check to make sure the task is properly filled out (e.g. Multistep Collect instead of just Multistep)
Make sure the user has access to the Visit Orders report.
What tool shows you all of the profiles a user is hitting?
Compiled Profile (also accept Profile Compilation)
For an office visit encounter type, the three required elements to close a visit are:
1. A visit diagnosis
2. A Level of Service code
3. A note.
*A nurse reports she's recieving PMAR messages for a department she doesn't work in - Name 2 possible issues/places to start investigating
1.Nurse has been inappropriately added to a pool
2.The wrong pool has been populated in DEP 53450 'Default Clinical PT Message Pool'
This login method lets an analyst use their own password to sign into SUP as a provider, so they can see the issue just like the provider would.
What is LDAP override?
*A physician reports they've recieved a result for a patient they don't know.
Determine the ORD ID, for the order in question review I ORD 2180 to determine why the order was routed to the physician.
From 'smallest' to 'largest' provide the 6 distinct levels a profile can be linked.
User or User Template < EpicCare Security Class < Login Department < Login Revenue Location < Login Service Area < System Definition