Should You Change/Fix This?
This or That?
Niche Owners
Name that AI Feature
Record Links
100

A nurse reports that when they open encounter in Family Medicine at 70 N Country Rd , the workspace only has inpatient tools.

Yes, this is a breakfix. Until fixed, this DEP likely cannot document or sign encounters properly.

100

You want to update when certain workspaces and activities appear for a user or department. Would you update the WFE or CER?

WFE - Workflow Engine Rule

100

You've gotten a question about Rover for Wound Care. Who should you talk to?

Jim B.

100

This feature can generate notes based on clinician/patient interactions during the visit.

Hey Epic w/ Ambient (also accept just Ambient)

100

What is the record that hold the overall structure of flowsheets, containing groups and rows?

Flowsheet Template (FLT)

200

Provider submits a ticket that the when they document a debridement using ProcDoc, an inaccurate charge is automatically dropping when they document procedures with a surface area above 20 cm.

Yes, this is a breakfix. The rules that support ProcDoc charging based on documentation within the SmartForm should be reviewed and updated.

200

You need to update an end user's credentials. Would you do this in the SER or EMP?

SER (Provider Record)

200

You're wanting more insight on the decisions made by the Results Routing group. Who should you talk to?

Russ K.

200

This feature can generate a draft response to patient portal messages.

Art - Augmented Response Technology

200

What record do you link SmartTexts to, to make them available to end users as a speed button?

Profile, typically Department Level LPR

300

Provider submits a ticket that the problem list is not display in order of severity

No, this is neither a breakfix or optimization request; Providers can use the wrench icon in the top right of the Problem List activity to order problem list by severity.

300

You need to update the required fields within an order. Would you update the OCC or EAP?

OCC (Order Composer Configuration)

300

You need to discuss changes to the AVS with an analyst - who would you talk to?

Paul S.

300

This feature can apply a label to patient portal messages, giving end users insight into it's contents with a glance.

Categorization

300

Ordered from 'large' to 'small', what are the three components that make up a navigator's basic structure

Template (LVN) > Topic (LVN) > Section (LVN)

400

A user requests that a specific order be added to the Well Child Check 9 - 12 months Smart Set/Express Lane.

No, the user is still able to complete their workflow by manually searching the order. This should be an optimization request.

400

You want to build a preference list for non-orderable records like diagnoses or reason for visits. Would you use the Preference List Editor or Preference List Composer?

Preference List Editor

400

You need to ask someone about an exisiting Form Filler record - who's your go-to?

Dorrick A.

400

This feature can apply a level of importance to a patient portal message, giving end users insight on how to prioritize their response to PMARs

Urgency

400

Each report is constructed by linking together one or more __________. These are reusable components that display information in a specific format.

Print Group Records (LPG)

500

We receive a ticket that a user can't close their encounter because they're receiving a hard stop when they attempt to sign.  They're adamant it shouldn't be there.

It depends. We should always trust but verify. After investigating if it's determined this is not the intended workflow, we should begin fixing. However, if it's determined that the workflow is working as expected, we would not change close encounter requirements.

500

You want to update an OPA so that it triggers when a patient has a dianosis of anxiety, not depressions like it was previously configured. Would you make this change in a Base Record or Criteria Record?

Criteria Record - contains the specific logic or data that determines when the OPA should trigger.

500

You need to have additional context the decisions that were made in the Social Work space. Who would you talk to?

Cindy M.

500

This feature condenses a patient's recent visit notes into a short, citation-linked summary for clinicians

Outpatient Insights

500

When is a VCN used? What record do you link them to?

VCNs are linked to Navigator Section records. These are used to change the section's behavior or appearance for users by serving as a 'bridge' between the section and a record from another master file, such as a report, flowsheet, SmartForm, or activity link.

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