Admin 201 Flashcards
A ____ is a standard list of values for a specific item.
Category List
To find out the master file INI and item # of a category list, hold down____ and click the field.
CTRL
Patterns are generic and are best used for which type of schedules
Regular, repetitive(resource)
build recurring unavailable time
also use an indefinite end date
Where are templates built and used for what kind of schedule
Edit Template-built manually for one provider
Once created, patterns are applied to provider schedules using the ___ ____ activity
Provider Pattern
WHICH ACTIVITY IS USED TO CREATE A NEW PATTERN AND MAKE CHANGES TO AN EXISTING PATTERN
Edit Pattern
When creating a pattern, you first must enter the number of the week of the pattern that you are creating. Provider has the same schedule every week. How many weeks do you build in the pattern
week 1
A ONCE MONTHLY EXCEPTION TO A PROVIDER’S WEEKLY PATTERN (E.G.PROVIDER WORKS A DIFFERENT SCHEDULE ON THE LAST SATURDAY OF THE MONTH)
Single Day Pattern
why are single day patterns helpful
useful because you cannot predict the date of this exception every month.
IS WHERE YOU CREATE THE TEMPLATE FROM A PATTERN FOR A SPECIFIC PROVIDER IN A SPECIFIC DEPARTMENT FOR A SPECIFIED DATE RANGE.
Provider Pattern
what can be done in a Provider Pattern
powerful tool that allows you to apply patterns directly to the provider template for specific date ranges and set up automatic template extension according to the patterns you apply. You must have Template Edit security to access this activity
shows all the pattern date ranges currently defined for this provider
Date Range list section
What is the Brick Wall
The To Date in the Date Range fields. Last possible date to schedule for the provider. How far into the future you want to build the provider schedule
Where do you assign the weekly pattern that you build
Base Weekly Pattern
What do you click to begin attaching a template to the pattern to create a schedule
Apply Template
Where do you set the Release Date-indicate how much of the schedule you want to release to your schedulers
Defaults button.
the release date of the schedule and whether the provider uses overbooks
Template Release Date and Defaults window
enter the last date available for scheduling.
Release date field
Where do you set a default date range and set up automatic template extension
Provider Pattern activity - Set Default button
By setting _______ you are instructing the system to build more schedule when the
current template nears its end. This setting is separate from the ___________ that
determines how far in the future schedulers can make appointments.
Auto extension, Release Date Offset
Why use a pattern to give a resource a schedule
CAN HAVE RECURRING UNAVAILABLE TIME IN A PATTERN, WHICH YOU CANNOT HAVE WITH AN INDEFINITE END DATE IN EDIT TEMPLATE . CAN USE THE SAME PATTERN TO GIVE SCHEDULES TO MULTIPLE RESOURCES WHOSE SCHEDULES ARE INDENTICAL
pattern to be her default schedule and would like it to automatically extend
Set Default
Use this date range as the default check box
Copy when provider has less than … of future template
Copy … at a time
Set Default>Copy … at a time
enter a number in the first field and a unit of time in the second field to set up the length of the template extension
Use Edit Template to create a schedule if…
- The provider has an inconsistent schedule or one that changes frequently
- provider’s schedule is unique and can’t be shared
- Templates do not auto-extend
- must edit the template to make changes
Use patterns (Edit Pattern/Provider Pattern) to create a schedule if…
- provider has a unique schedule, but it is repetitive
- fairly generic, doesn’t often change, and can be shared
- can set patterns to auto-extend
- you might need to make changes to the pattern as well as to the template
edit the template if
isn’t permanent and will end before the next auto-extension takes place,
edit both the template and the pattern if
change is needed before the pattern is set to auto-extend and needed past the end of the current template date range
view multiple templates and providers at one time easily edit orchange settings by jumping to various activities from the report
Template Build Report
Schedule Admin > Templates > Template Build Report
see the kinds of changes that have been made to templates in your department
Template Audit Trail report
Scheduling > Templates > Template Audit Trail
Two or more providers can share the same pattern
True
Dr. Drew wants his schedule to be built out for one year. His schedulers should always have
at least 6 months of schedule available to schedule into. When the schedule only has 5 months
remaining, the system should automatically build another month
What is Dr. Drew’s initial template date range- y+1
What setting needs to be configured so that the system automatically creates a new month when only 5 months remain-Auto-extension (Set Default
What setting needs to be configured to allow the schedulers to always have access to 6 mos of template-
Release date offset
You need to create a schedule for an MRI machine. There is a pattern already created that you can use. What activity must you access to create the schedule using the pattern?
Provider Pattern
How do you define the template date range when creating a schedule using a pattern
Click Add in the Provider Pattern activity
For which of the following reasons would you use a pattern to create a template instead building it manually in Edit Template
The provider has a consistent schedule
The schedule should automatically extend
Single day patterns are exceptions to the weekly pattern
true
When creating a weekly pattern with 2 weeks, the first week of the pattern must correspond to the first week of the month.
false
Template Audit Trail report shows a list of all of the providers in a given department that do or do not have schedules built.
false
Release Date Offset 7-12
ensures that a minimum number or days, weeks, or months, are always available for scheduling. updated in the system through end-of-day processing.
Release Date Offset can be set at what levels
system, dept, provider
most common-system
Extend Offset Past Template
the release date offset is allowed to set the release date past the end of the provider’s template, and behaves according to the rule of specificity. When nothing is set for this item at any level, the default behavior is set to not allow moving the release date past the end of a template.
giant file cabinet,All of the information that your staff and administrators enter in the system is stored in this file cabinet,enter a patient’s address or an administrator updating an insurance company’s claim address
Chronicles
Information in Chronicles is organized into ________ Each _____ stores all of the data about one type of thing. Patients, Payor
Master Files-drawers in the filing cabinet
INI- 3 letter initial
Patient EPT
scheds add data to the Patient master file
“dynamic” MF
Payor master becuz only admins add to it
administrative” or “static”
stores information about one specific entity inthe master file.
Records-each folder represents one record
date-specific snapshot of the data within a record. track information over time in records, make a change to the record that will become effective on a specific date, not all data in a record is contact specific-patient name
Contacts-hospital encounters, appointments, and telephone encounters, dated sheets of paper in the file folder
not all data in a record is contact specific
True-Employer master file
discrete piece of information about a record.-each field that you fill out, A question on a paper form
Items-each field that you fill out, field
pressing CTRL and clicking in the field simultaneously to find item numbers
each field that you fill out, phone number, require a ____ in a specific
format.
Values-record is distinguished by the information entered as values
Chronicles holds data from
multiple applications.
True
All of the information that you enter in Hyperspace is stored in ____________,
Epic’s database management system
CHRONICLES
date-specific snapshot of the data within a record
CONTACT
Each (circle one) record/item/master file stores all of the data about one type of thin
master file
discrete piece of information about a record.
ITEM
stores information about one specific entity in the master file.
RECORD_
Each Epic product has its own separate database
False
stores all of the data about one type of thing.
Master file
Contacts are date-sensitive
T
Each patient should have only one _____________________ in the Patient___
Record; Master File
The Address field in a patient’s record is an example of a value
f-item
“Doctor Susan Smith” is an example of one_______________________ in the Provider master file
Record
Entire organization, always record #1
Facility
Cadence Management > Service Area > record 1, system settings
accounts receivable or business entities of your organization.level to which all revenue and accounts receivable “roll up
Service Areas- EAF
Service area records are automatically linked to the facility when you create them
your freestanding
clinics and hospitals. Revenue locations can also represent groups of virtual departments.
Revenue locations (more commonly called locations, brick and mortar, EAF MF-just like service areas and facilities
a revenue location could belong to any number of service areas you must ______
link a revenue location to its proper service area
place where patients receive care, value users select when they log in to Hyperspace
Department (DEP)
outpatient(brief visit), inpatient (units and ED), hospital outpatient(IP or OP, return to either their homes or the ADT unit) and virtual(a login department)
After you specify a department’s revenue location, it cannot be changed.
T
HOD vs OP
Billing needs, Registration/ADT needs 3.10