8.0 Users & Providers

Question 1

What types of records are user records linked to?

Answer 1

• Provider records (SER) – 1:1
• Department records (DEP) – 1:Many
• User Templates (EMP) – 1:Many

Question 2

What are User Templates?

Answer 2

User templates allow you to create a single record to maintain shared settings for multiple
user records. You create a user template for a particular group of users based on their shared job responsibilities.

Question 3

What are assigned in a user template?

Answer 3

Chart review tabs, 
Hyperspace configuration,
Profiles,
Preference lists,
Role Records
Security,

CHPPRS

Question 4

How many security classes affect a user at a given time?

Answer 4

Only one security class can affect a user at a given time.

Question 5

What are assigned in the user (EMP) record?

Answer 5

• ID & Passwords
• Default login department
• Link to provider record
• Link to user template

Question 6

What are assigned in the user Template Record (EMP)?

Answer 6

Security classes
Role records
Shared setting across similar users

Question 7

Who needs a Provider Record (Hint: SCAR)?

Answer 7

Person or resource who has one of the following:
Schedulable
Clinically Credentialed
Authorizes Orders/Meds/Labs
Refer to/from

Question 8

What is a LINKED USER?

Answer 8

Recall from earlier in this chapter that the link between a user and provider record is actually defined within the user record. When that link is made, it also appears as a view‐only field in the provider record.

Question 9

What is an EXTERNAL NAME?

Answer 9

The provider’s full name ﴾case sensitive﴿ as it should appear in professional documents and patient correspondence.

Question 10

What is a PROVIDER TYPE:

Answer 10

The provider’s classification in terms of education and services provided. Among other things, it can be used for Workflow Engine rule setup, color‐coding notes, and filtering BestPractice Advisories.

Question 11

True or false, does a provider’s department determine their log-in department?

Answer 11

False: a log-in department is defined in the user record.

Question 12

True or False: Designating a provider as an Authorizing Provider gives him the ability to sign
orders in Epic?

Answer 12

False: Designating a provider as an Authorizing Provider does not give him the ability to sign
orders in Epic. This setting does allow the provider’s name to be selected as the authorizing
provider for an order.

Question 13

Where is the ability to access the Order Entry activity and sign orders is controlled?

Answer 13

User security.

Question 14

Which of the following is a setting made in an individual user record which cannot be set with user templates? Choose all that apply.
A. Default login department
B. Link to user template
C. EpicCare security class
D. ID/password
E. Reporting Workbench security class

Answer 14

A. Default login department
B. Link to user template
D. ID/password

Question 15

Give an example of someone who would need a provider record but NOT a user record. Explain why.

Answer 15

A physician in your community who gets referrals from your physicians, but who does not have
access to log in to your Epic system.

Question 16

Why do MRI machines and classrooms need to have records in the Provider master file?

Answer 16

The MRI machines and classrooms are scheduled resources.

Question 17

True or False: In the provider record, you can link to the corresponding user record or a user
template.

Answer 17

False. The linking is established in the user record. Multiple users may not be linked to the same
provider record.

Question 18

What is a user ROLE?

Answer 18

Role records are used to configure the layout ﴾including the workspaces that appear by default when a user logs in﴿ and ground rules ﴾such as how long a workstation can remain
idle before the system times out﴿ for an end user’s Hyperspace experience.

Question 19

What is the data structure of a role?

Answer 19

Users Records (EMP) are linked to Roles (E2R) via User Template records (EMP).