9.0 Create and Maintain Preference Card

Question 1

What are the fives steps to importing Preference Card?

Answer 1

Extract Legacy Data
Analyze Legacy Data:
Translate Legacy Values into Epic Values:
Complete, Test, and Validate the Import:
Update and Maintain Preference Cards:

Question 2

What are the overall build steps for creating preference cards?

Answer 2

1. Create a base procedure.
2. Create preference cards at desired level(s).
3. Create lists of supplies and drugs.

Question 3

What are preference cards?

Answer 3

Preference cards are collections of information about how a procedure should be done under certain circumstances.

Question 4

Recall that the system will automatically assign a preference card to a case when it is created. Write It Down What three criteria will the system use to select a preference card when a case is created?

Answer 4

1. Surgeon
2. Procedure
3. Location

Question 5

What are the seven different levels of specificity, in the same order in which the system will search for a preference card?

Answer 5

1. Procedure, surgeon, location
2. Procedure, surgeon
3. Procedure, location
4. Surgeon, location
5. Procedure
6. Surgeon
7. Location Keep in mind that you should not plan to build a preference card for every combination of procedure, surgeon, and location.

Question 6

What are the three criteria the system uses to automatically assigns preference cards a name?

Answer 6

; ; .

Question 7

What is a pick list?

Answer 7

A pick list is the list of supplies and drugs that will be used during a procedure.

Question 8

What does making settings in the pick list do?

Answer 8

Making settings in the Pick List form actually creates a new record, a pick list (PCK) record, that becomes linked to this preference card.

Question 9

What does the PRN column indicate?

Answer 9

The PRN column indicates how many of this supply should be prepared and readily available but remain unopened during the procedure.

Question 10

What does PRN stands for?

Answer 10

Pro re nata, which is Latin for as needed.

Question 11

True or false: The Pick List form also allows you to specify individual implantable inventory item (SUP) records needed for a procedure.

Answer 11

True

Question 12

True or false: When you make changes to a preference card and save and close it, the Update Cases and Logs window appears. This allows you to update any existing scheduled cases or intraprocedure charts that were created from this procedure or preference card before you made your updates.

Answer 12

True.

Question 13

Do you have to update scheduled cases and intraprocedure charts with the changes?

Answer 13

No.

Question 14

What id you click Do Not Update?

Answer 14

If you click Do Not Update, the future scheduled procedures will use the original version of the preference card and only new cases will use the updated version.

Question 15

What does the Recopy tool allow you to do?

Answer 15

Recopy tool allows you to repeat the copying process into an existing preference card to overwrite the settings in the card with those from another card. When recopying, you can choose to overwrite the list of resources, the pick list, or both.

Question 16

What does The Surgeon Preference Card Copy activity allows you to do?

Answer 16

The Surgeon Preference Card Copy activity allows you to make copies of multiple preference cards from one surgeon for another surgeon. This is a helpful way to start a new surgeon out at your facility and is more efficient than copying cards individually.

Question 17

What does a blue diamond indicate when copying preference cards?

Answer 17

These preference cards cannot be copied because the destination surgeon already has a preference card for this procedure.

Question 18

What does a red X indicate when copying preference cards?

Answer 18

These preference cards cannot be copied because the destination surgeon is not authorized to perform that procedure or is not authorized for that location.

Question 19

True or false: ORP records contain a flag that allows each to be marked as reviewed.

Answer 19

True: This flag can be used in reports when searching for preference cards that haven’t been reviewed for a certain amount of time.

Question 20

What is the preference card builder’s home workspace is designed to do?

Answer 20

The preference card builder’s home workspace is designed to give them a wide range of reports to pinpoint different preference card‐related deficiencies that need action, such as upcoming cases missing preference cards, cases with inactive supplies, and cards containing mismatched authorizations.

Question 21

What does it mean when a Reporting Workbench report is actionable?

Answer 21

That the user can take action on the results of the report immediately.

Question 22

Recall that the Procedure level item is one that Epic recommends be set in the base procedure. Also recall that the Procedure level item in an ORP record is important when charging for procedures. In general, procedures are given the same procedure level across the board regardless of what location they are performed in. Although you could configure location‐specific procedure levels that are assigned to cases via the preference card, this is uncommon. But why not copy this setting to the preference card if it will be the same in both records?

Answer 22

Recall that when a preference card pulls into a case, the system will use settings in the preference card. If in the future you choose to change a base procedure’s procedure level and any preference cards that include that procedure go unchanged, the case will still get the preference card’s setting for procedure level and charging would be inaccurate.

Question 23

What happens when the system needs a value for an item?

Answer 23

When left blank, the system will look through the ORP hierarchy all the way up to the base procedure when it needs a value for this item. This is yet another example of building by exception.

Question 24

When the preference card builder receives a change message, they will determine whether the requested change is appropriate, such as the cost of the requested change or availability of inventory. One tool the preference card builder has to investigate the cost of a card is the… What?

Answer 24

Preference Card Comparison tool.

Question 25

What does the Preference Card Comparison tool will allow preference card builders to do?

Answer 25

Identify differences between preference cards used for the same procedure.
Identify differences between the supplies and implants listed on the preference card and those actually used (or wasted) during past procedures.

Question 26

Why are preference cards imported before go‐live rather than built by hand?

Answer 26

Preference cards are imported because an organization will have thousands of preference cards. Importing not only allows for many preference cards to be created at once, but also lets you preserve a legacy system’s preference card data for use in Epic.

Question 27

What is the purpose of a dashboard?

Answer 27

What sorts of components can a dashboard contain? Dashboards are used to display targeted information to users. They can be made up of reports, links to other activities, and more.

Question 28

What does it mean for a report to be?

Answer 28

Actionable means that the user can take immediate action on the results of a report.

Question 29

What is the difference between Copy and Recopy?

Answer 29

Is when you create a new preference card using the information in another. Recopy is when you overwrite settings in an already existing preference card with those from another.

Question 30

In what situation would Surgeon Preference Card Copy be useful?

Answer 30

Surgeon Preference Card Copy is very useful when onboarding new surgeons to quickly create many preference cards for them at once.

Question 31

In what situation would Global Substitution be useful?

Answer 31

Global Substitution is useful when changing suppliers, when a resource is backordered, when new equipment is rolled out, and more.