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

A nurse reports that when they open encounter in their Family Medicine department, the workspace only has inpatient tools.

Yes, this is a breakfix. Until fixed, this DEP likely cannot document or sign encounters properly. We need to figure out whether it is a localized issue or a department-level issue. 

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

T/F Order Transmittal can be built in the same activity that CER rules are built in. 

False. 

100

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

Epic Ambient - Chart with Art

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 clinical credentials. Would you do this in the SER or EMP?

SER (Provider Record)

200

T/F: Results Routing is configured at the order transmittal level. 

False. There is a results routing scheme that is separate. 

200

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

In-Basket 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
A user wants to add the immunization activity to her workspace as an activity tab instead of clicking from the more activities menu each time. The most efficient and quick way to achieve this is to add the immunization activity as an activity tab that extends in her workspace. True/False?

False. Ask the end user to pin the activity if it is an individual, one-off preference. 

300

This feature measures wounds automatically. 

Automated Wound Measurement

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

True or False: Order Transmittal Rules and Workflow Engine rules use fundamentally different logic in their build. 

False. WFE rules and OTX rules use the same logic. The same rules and guidelines around editing OTX apply to WFE rules too. 

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

What is the process for making an Order Transmittal update to PRD. 

Do not make edits to Order Transmittal unless you are working with someone who is Order Transmittal certified or you are certified yourself.

Make the change in EVERY lower environment and test it out before moving it to PRD. Test it in SUP. Use contacts. 

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.