CAD201 Flashcards
Each Epic product has its own separate database.
False
2.
Each \_\_\_\_\_ stores all of the data about one type of thing. Choose only ONE answer. A. Master File B. Record C. Contact D. Item
A. Master file
2.
Contacts are date-sensitive.
True
2.
Each patient should have only one \_\_\_\_\_ in the Patient \_\_\_\_\_\_\_\_. Choose only ONE answer: A. Contact; Record B. Value; Master File C. Record; Master File D. Master File; Record
C. Record; Master File
2.
The Address field in a patient’s record is an example of a value.
False
2.
'Doctor S. Smith" is an example of one \_\_\_\_\_\_\_\_\_\_\_\_ in the Provider master file. Choose ONE answer: A. Master file B. Record C. Contact D. Item
B. Record
2.
Organize the following from least specific to most specific: Department, Facility, Revenue Location, Service Area.
A. Facility, Service Area, Revenue Location, Dept
B. Facility, Revenue Location, Service Area, Dept
C. Revenue Location, Dept, Service Area, Facility
D. Dept, Revenue Location, Service Area, Facility
A. Facility, Service Area, Revenue Location, Dept.
3.
Susan needs to spend the night in the intensive care unit. What type of department is this? A. Outpatient B. Inpatient C. Hospital Outpatient D. Virtual
B. Inpatient
3.
Amanda works in billing office. In order for her to complete her daily tasks, she logs into the EHS Business Dept. What type of dept is this? A. Outpatient B. Inpatient C. Hospital Outpatient D. Virtual
D. Virtual
3.
Which of the following are benefits of building centers?
Choose all that apply:
A. Administrators can more efficiently giver users access to specific depts.
B. Schedulers can more efficiently offer patients a choice of location for the visit being scheduled.
C. Managers can more efficiently run reports based on specific depts.
D. Schedulers can allow more travel time for patients between appts.
ALL are correct
3.
A dept can only belong to one center.
True
3.
Your organization has decided to split the revenue earned at all of the hospitals from the revenue earned at all of the clinics. In other words, all of the hospitals should be part of one business entity while all of your clinics should be part of another business entity.
How many facility records must you build?
A. Zero
B. One
C. Two
D. Three
B. One
3.
Your organization has decided to split the revenue earned at all of the hospitals from the revenue earned at all of the clinics. In other words, all of the hospitals should be part of one business entity while all of your clinics should be part of another business entity.
How many service areas must you build to accommodate the scenario?
A. Zero
B. One
C. Two
D. Three
C. Two
3.
A setting configured in the facility record will override the same setting that has been configured in a dept record.
False. The settings configured in the dept record are more specific than those set in the facility record.
3.
Which of the following need(s) a user record?
Choose ALL that apply:
A. Dr. Smith frequently refers patients to your org. but is not employed by your org.
B. Sally calls your dermatology patients, before their scheduled appts, to collect registration info.
C. Infusion Chair 01, in your oncology dept, is scheduled for appts daily.
D. Susan manages your business office and often fixes claim errors.
B. and D.
3.
Which of the following could have provider records?
Choose ALL that apply:
A. Dr. Smith frequently refers patients to your org. but is not employed by your org.
B. Sally calls your dermatology patients, before their scheduled appts, to collect registration info.
C. Infusion Chair 01, in your oncology dept, is scheduled for appts daily.
D. Susan manages your business office and often fixes claim errors.
A. and C.
3.
Sue needs to be able to overbook appointments. Sue needs a Cadence \_\_\_\_\_\_\_ which has a \_\_\_\_\_\_\_ to allow overbooking. A. security point, security class B. security point, user role C. security class, security point D. security class, user role
C. Security class, security point
4.
In Epic terms, security is \_\_\_\_\_ to \_\_\_\_\_ an individual needs to do their job. A. available, everyone B. control, administrators C. access, functionality D. keys, key ring
C. access, functionality
4.
You attach security points directly to a user record.
False. You assign them to a security class, which is then linked to a user.
5.
You attach security classes directly to a user record.
True
5.
A user has forgotten his password. In which of the following records would you reset his password? Choose ONE: A. User role B. User record C. Cadence security class D. Chronicles security class
B. User record
5.
A user is in a patient's registration. She is unable to add PCP information to the patient. which of the following needs to be added to her user record in order for her to add and edit PCP info? A. Chronicles security class B. Cadence security class C. Prelude security class D. Shared security class
D. Shared security class
5.
Which report settings security allows you to edit and run public reports, but not edit and run private reports? A. User (No Edit) B. User (Edit) C. Power user D. Admin
B. User (Edit)
5.
Which of these things is NOT determined by a user's user role? Choose ONE: A. Hyperspace toolbar B. Home workspace C. Default login department D. Menus under the Epic button
C. Default login department
5.
A user must have the same Cadence security class for every department.
False. User can have different security classes in different depts.
5.
One user record can be shared by multiple users.
False. Each user needs their own user record.
5.
You can test a user template by logging into Hyperspace with the template ID.
False. You cannot log in as a template record. You must have a user record.
5.
Which of the following are examples of things that require provider records? Choose ALL
answers that apply.
a. A pediatrician with whom you schedule appointments
b. The front desk staff at your clinic
c. A community provider who refers patients to you
d. A room that you schedule for procedure appointments
e. A ultrasound machine that you do not schedule
a, c, and d are all examples of things that typically require provider records.
6.
Which of the following keyboard combinations would you use to see help text in Text? Choose only ONE answer. a. Shift+F5 b. Shift+F6 c. Shift+F7 d. Num Lock
Shift+F5
6.
You are required to enter a Provider Type when creating a new provider record.
False; Provider Type is an optional field.
6.
Which of the following fields controls whether a provider record can be seleced as a patient’s PCP? Choose only ONE answer.
a. Provider Type
b. Referral Source Type
c. Scheduling Type
d. PCP Type
c. Scheduling Type
6.
Which of the following fields controls whether a provider record can be selected as a referring provider? Choose only ONE answer.
a. Provider Type
b. Referral Source Type
c. Scheduling Type
d. Referred By Allowed
b. Referral Source Type
6.
Edit Template can be used to create a schedule that overlaps in multiple departments.
False
7.
Which of the following could prevent you from creating an indefinite template for a provider?
Choose ALL answers that apply.
A. You are recurring the template daily.
B. You are recurring the template weekly.
C. You are recurring unavailable time.
D. You are never prevented from creating an indefinite template.
A. You are recurring the template daily.
C. You are recurring unavailable time.
7.
What determines that last day available for scheduling appointments? Choose only ONE answer. A. Release Date B. Release Date Offset C. Template Date Range D. Template End Date
A. Release Date
7.
What ensures that a certain amount of schedule is always open for scheduling? Choose only ONE answer. A. Release Date B. Release Date Offset C. Template Date Range D. Template End Date
B. Release Date Offset
7.
The release date offset can be set at which level(s)? Choose ALL answers that apply. A. System B. Service Area C. Department D. Provider
A. System
C. Department
D. Provider
7.
Two or more providers can share the same pattern.
True
8.
You must set a release date when creating a schedule using a pattern.
True
8.
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? Choose only ONE answer. A. y+1 B. m+6 C. m+5 D. 6 monthly
A. y+1
8.
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 setting needs to be configured so that the system automatically creates a new month when only 5 months remain? Choose only ONE answer. A. Release date B. Release date offset C. Auto-extension (Set Default) D. Template date range
C. Auto-extension (Set Default)
8.
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 setting needs to be configured to allow the schedulers to always have access to 6 months of template? Choose only ONE answer. A. Release date B. Release date offset C. Auto-extension (Set Default) D. Template date range
B. Release date offset
8.
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? A. Edit Template B. Edit Pattern C. Edit Provider D. Provider Pattern
D. Provider Pattern
8.
How do you define the template date range when creating a schedule using a pattern?
A. Click Edit Pattern in the Edit Pattern activity
B. Click Recur in the Edit Template activity
C. Click Add in the Provider Pattern activity
D. Click Defaults in the Provider Pattern activity
C. Click Add in the Provider Pattern activity
8.
For which of the following reasons would you use a pattern to create a template instead of building it manually in Edit Template? Choose ALL that apply.
A. The provider has a consistent schedule.
B. The provider has an ever-changing schedule.
C. The schedule should automatically extend.
D. The provider’s schedule is unique and cannot be shared among other providers.
A. The provider has a consistent schedule.
C. The schedule should automatically extend.
8.
Single day patterns are exceptions to the weekly pattern.
True
8.
When creating a weekly pattern with 2 weeks, the first week of the pattern must correspond to the first week of the month.
False
8.
The 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
8.
If you want to make an edit to a provider's schedule that will apply to every Monday, Wednesday, and Friday, what recurrence pattern would you use? A. Daily B. Weekly C. Calendar Dates D. Monthly
B. Weekly. If you use daily, you have to figure out how many days there should be between and it gets trickier
depending upon whether or not you want to include weekend days.
9.
When a provider leaves your facility, you should inactivate their template instead of deleting the template.
False
9.
A scheduling manager needs to add a Same Day block to time slots from 4pm to 5pm tomorrow afternoon on Dr. Jones' schedule. Dr. Jones normally sees patients at that time, but she wants those slots reserved for Same Days visits on tomorrow only. Which is the simplest activity for the scheduling manager to use? A. Edit Slot B. Edit Template for Single Day C. Edit Template D. Edit Pattern
A. Edit Slot allows for quick discrete edits to existing slots on the schedule. You can grant Edit Slot security to
users who should not be permitted to create new slots or edit the entire template.
9.
A group of patients based on age and/or sex is known as a \_\_\_\_\_\_\_\_\_\_\_. A. modifier B. default modifier C. bucket D. pool
C. bucket
10.
A patient can belong to more than one patient bucket within the same visit type modifier combination.
False. Buckets for a visit type for a default modifier or any visit type modifier combination may not overlap. 10.9
A patient should not qualify for 2 buckets within 1 combination of a visit type modifier. The system will stop you from creating 2 buckets that overlap for any single visit type modifier combination. 10.7
Default modifiers are the least specific modifiers.
True
10.
Patient modifiers are configured within the visit type record.
False, patient modifiers are configured within the patient record.
10.
For which of the following reasons would you build a visit type modifier? Choose ALL that apply.
A. You need to prevent scheduling of a visit for certain patients.
B. Twenty minutes should be added to a visit depending on the age of the patient.
C. You want to warn schedulers about scheduling a visit for a specific age range of patients.
D. The scheduling and patient instructions need to be different for a specific age range of patients.
ALL apply
10.
Put the following modifier combinations in order from least specific to most specific.
a. Patient + Visit Type
b. Visit type + Provider
c. Visit type + Department
d. Visit type + Department + Provider
A. c,b,d,a
B. a,c,b,d
C. a,b,c,d
D. c,b,a,d
A. c,b,d,a
10.
Dr. Drew (in EMC Family Medicine) wants all of his Physical visits, regardless of patient age, to be scheduled for 40 minutes instead of 30. The rest of the providers in the EMC Family Medicine department believe that all patients over the age of 75 should be scheduled for a 45
minute physical. Other departments within the organization that schedule physicals schedule them for 30 minutes, regardless of patient age.
How many Physical visit type records need to be created for this scenario? Choose only ONE answer. A. One B. Two C. Three
A. One
10.
Dr. Drew (in EMC Family Medicine) wants all of his Physical visits, regardless of patient age, to be scheduled for 40 minutes instead of 30. The rest of the providers in the EMC Family Medicine department believe that all patients over the age of 75 should be scheduled for a 45
minute physical. Other departments within the organization that schedule physicals schedule them for 30 minutes, regardless of patient age.
What type of modifier combination should be created to accommodate Dr. Drew's needs? Choose only ONE answer. A. Visit type + Department B. Visit type + Provider C. Visit type (Default Modifier) D. Patient + Provider
B. Visit type + Provider
10.
Dr. Drew (in EMC Family Medicine) wants all of his Physical visits, regardless of patient age, to be scheduled for 40 minutes instead of 30. The rest of the providers in the EMC Family Medicine department believe that all patients over the age of 75 should be scheduled for a 45
minute physical. Other departments within the organization that schedule physicals schedule them for 30 minutes, regardless of patient age.
What type of modifier combination should be created to add 15 minutes to physicals
scheduled in EMC Family Medicine? Choose only ONE answer.
A. Visit type + Department
B. Visit type + Provider
C. Visit type + Provider + Department
D. Patient + Provider
A. Visit type + Department
10.
Dr. Drew (in EMC Family Medicine) wants all of his Physical visits, regardless of patient age, to be scheduled for 40 minutes instead of 30. The rest of the providers in the EMC Family Medicine department believe that all patients over the age of 75 should be scheduled for a 45
minute physical. Other departments within the organization that schedule physicals schedule them for 30 minutes, regardless of patient age.
If one of Dr. Drew’s patients, over the age of 75, needs a physical, how long will the
appointment be scheduled for? Choose only ONE answer.
A. 30 minutes
B. 40 minutes
C. 45 minutes
B. 40 minutes
You are required to enter an abbreviation when building a visit type.
True
11.
Pools are built in the Visit Type master file.
False
11.
You have been asked to build a pool of technologists. When searching, the Auto Scheduler should sort the technologists by who is the most available.
True or False: For your technologists pool, you should set the Randomize? field to “Yes.”
False
11.
Which of the following are true of the primary pool? Choose ALL that apply.
A. Primary pool should be the pool of scarcest providers/ resources.
B. Primary pool should have the most availability.
C. The search method specified for the visit type corresponds to the primary pool.
D. The primary pool check box must be selected to indicate the primary pool.
A. Primary pool should be the pool of scarcest providers/resources.
C. The search method specified for the visit type corresponds to the primary pool.
11.
Which of the following are true when using multiple pools for a visit type? Choose ALL that apply.
A. There can be gaps of time between the pools.
B. One pool must have an offset of 0.
C. All pools must overlap or be consecutive.
D. The length of each pool must be a multiple of 2.
B. One pool must have an offset of 0.
C. All pools must overlap or be consecutive.
11.
You need to create an empty pool. Put the following steps in the order in which you would perform the tasks, and choose the sequence that matches from the options below. Not all steps will be used. Choose ONE answer.
a. List all possible providers/resources in the Providers table of the pool record.
b. Set the status to Active.
c. Access the Pools master file.
d. Set the Empty Pool? Field to “Yes.”
e. Create a new record and name your pool.
f. Access the Visit Type master file.
A. Sequence: c, e, b, d Steps not used: a
B. Sequence: f, e, b Steps not used: a, c, d
C. Sequence: c, e, b, a Steps not used: d, f
D. Sequence: c, e, b Steps not used: a, d, f
D. Sequence: c, e, b Steps not used: a, d, f
11.
Once you create a new block in the Blocks category list, you can add it to a provider’s schedule.
False; blocks must be RELEASED to providers or departments before you can add them to provider schedules.
12.
Visit Type blocks look to the specific visit type used when scheduling an appointment.
True; Visit Type blocks are used to specify where on the schedule certain visits should be scheduled. i.e. “physicals”
12.5
Which of the following could be examples of a patient level block? Choose ALL that apply.
a. Inpatient
b. Confidential Patient
c. Physicals
d. Employee
a, b, and d.
Employee - system ‘User’
Physicals are a Visit Type block
12.5
If a provider is using blocks released to her department, she cannot also use blocks released at the provider level.
False. Providers can use blocks released to the department, to the provider, or both.
12.8
You can use blocks on a provider’s schedule even if they are not linked to a visit type.
True
12.
Which of following statements is true of a visit type that uses a block that’s been configured to match on “All Slots”? Choose only one answer.
a. That visit type can be scheduled in any slot on the provider’s schedule.
b. Each slot used for that type of visit needs to be blocked for that visit type.
c. Only the first slot used by that type of visit needs to be blocked for that visit type.
d. At least one, but not all, of the slots used by that time of visit needs to be blocked for that visit type.
b. Each slot used for that type of visit needs to be blocked for that visit type.
12.
Which of the following statements describe how the time release of blocks functionality works?
Choose ALL that apply.
a. It can change time blocked for Physicals to time blocked for Same Day appointments.
b. It can remove a New Patient block from an unused appointment slot.
c. It can break up a 60-minute slot into two 30-minute slots.
d. It can remove Private time from a provider’s schedule
a and b
12.
The Block Database Editor allows you to do which of the following? Choose ALL that apply.
a. Release a block to multiple providers.
b. Release a block to multiple departments.
c. Set up time release of blocks.
d. Associate a block with multiple visit types.
ALL apply
12.
A session is \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_. Choose ALL answers that apply. A. a limit B. a period of time C. not needed when using overbook limits D. defined/created in a department record
B. a period of time
D. defined/created in a department record
13.
You can create sessions at the provider level.
False, sessions are only created in the department record.
13.
You have a provider who wants to see no more than 5 long visits in one day. A long visit is defined as either a New Patient visit or a Physical. How can you prevent schedulers from scheduling more than 5 New Patient and/or Physicals per day? Choose only ONE answer.
A. Create a visit type group using Category List Maintenance and link each visit type to the group within the visit type record.
B. Create a visit type group using Category List Maintenance and set a limit for the group within the provider record.
C. Create a visit type group using Category List Maintenance, link each visit type to the group within the department record, and set a limit for the group at the department level.
D. Create a visit type group using Category List Maintenance, link each visit type to the group within the visit type record, and set a limit for the group at the provider level.
D. Create a visit type group using Category List Maintenance, link each visit type to the group within the
visit type record, and set a limit for the group at the provider level.
13.
What type of security does a user need to override Visit Type and Overbook Limits? Choose only ONE answer. A. Overrule security B. Overbook security C. Session limit overrule security D. Override security
C. Session limit overrule security
13.
At which level(s) can you set visit type limits? Choose ALL answers that apply. A. Provider B. Department C. Revenue Location D. System
A. Provider
B. Department
13.
If there are department limits defined, they automatically appear the first time you access the Edit VT Limits form to add additional provider limits.
True
13.
Physicians at EMC Family Practice have agreed that they do not want to see any more than 3 physicals each day of the week. In addition, on Monday-Wednesday, they do not want to see more than 8 physicals total and 10 overbooked appointments.
How many sessions do you need to create to accommodate this scenario? Choose only ONE answer. A. Zero B. One C. Two D. Three
C. Two
13.
Physicians at EMC Family Practice have agreed that they do not want to see any more than 3 physicals each day of the week. In addition, on Monday-Wednesday, they do not want to see more than 8 physicals total and 10 overbooked appointments.
What are the types of sessions that need to be created? Choose ALL that apply.
A. Daily
B. Weekly
C. Monthly
A. Daily
B. Weekly
13.
Physicians at EMC Family Practice have agreed that they do not want to see any more than 3 physicals each day of the week. In addition, on Monday-Wednesday, they do not want to see more than 8 physicals total and 10 overbooked appointments.
What which level do these limits need to be defined? Choose only ONE answer. A. Provider B. Department C. Revenue Location D. System
B. Department
13.
A physician placed an order for a stress test. For that procedure to be scheduled in Cadence, which of the following must be true? Choose only ONE answer.
a. The stress test visit type record needs to have Orderable set to “Yes.”
b. The stress test visit type record needs to have the procedure listed in the Linked procedures list.
c. The stress test procedure record needs to have Scheduable set to “Yes.”
d. The stress test procedure record needs to have a visit type listed in the Default visit types list.
d. The stress test procedure record needs to have a visit type listed in the Default visit types list.
14.
You can specify a different visit type for a procedure depending on if the patient is inpatient or outpatient.
True
14.
A patient’s PCP ordered three different X-rays for a patient.
True or False: All of this patient’s orders will appear together on one line in an orders workqueue.
False; each line on an orders workqueue is a separate order.
14.
The PT Orders workqueue has Tina, Sue, and Sam listed in the Users field. Patrick has the Schedule orders worklist/WQ security point.
Which of the following would allow Patrick access to the PT Orders workqueue? Choose ALL answers that apply.
a. Add Patrick’s name to the Users field of the PT Orders workqueue.
b. Change Patrick’s Cadence security to include Access all schedule order WQs.
c. Remove all of the names in the Users field of the PT Orders workqueue.
d. Add Patrick’s name to the Supervisor field of the PT Orders workqueue.
a, b, and c
14.
If an orders workqueue needs a new rule, it must always be created brand new.
False
14.
Until an order has been scheduled from an orders workqueue, the order will not appear on the patient’s Appointment Desk.
False
14.
You build a question and add it to a questionnaire, but the question does not display in Hyperspace. Why not?
A The questions has the wrong response type for the questionnaire.
B. The question has not been enabled.
C. The question is not required.
D. The question is not released
D. The question is not released.
15.
You should create a new contact when editing the content of a questionnaire.
True
15.
You set up \_\_\_\_\_\_ so that based on the answer to a question in the questionnaire, another question can automatically disable. A. Questionnaire rules B. Questionnaire conditions C. Visit Type Rules D. Visit Type conditions
D. Visit Type conditions
15.
In order for the One Click button to appear on the toolbar of a patient’s Appointment Desk, what setup needs to be done? Choose ALL answers that apply.
A. Create a search algorithm.
B. Set the Type of the algorithm to Walk In.
C. Set the Status of the algorithm to Active.
D. Enter the algorithm in the appropriate department record.
A, C, and D
16.
All of the setup for One Click Search can be done in Hyperspace.
True. One Click Searching occurs from the Appointment Desk, search algorithm records are set up from the
Schedule Admin menu, and defining a default search algorithm record for a department is set up via
Epic>Admin > Schedule Admin > Master File Edit > Department.
16.
In a search algorithm record, how many search passes can be created? Choose only ONE answer. A. Only one. B. Two. C. Up to five. D. Unlimited.
D. Unlimited
16.
What does the Start (t+?) field determine in the Edit Search Algorithm activity? Choose only ONE answer.
A. The date the scheduler should enter to begin searching for solutions.
B. The date the scheduler should enter to stop searching for solutions.
C. The number of days from today that the system should begin searching for solutions.
D. The number of days from today that the system should stop searching for solutions.
C.
16.
The \_\_\_\_\_\_ master file contains records for the individual units in the organization. A. Facility B. Service Area C. Revenue Location D. Department
D. Department (DEP)
The dept is a place where patients receive care from healthcare providers (EMH family, etc.) Patients are scheduled or admitted in dept every time they have a clinical encounter.
3.7
There are 4 main types of departments: A. outpatient B. admitted C. inpatient D. hospital outpatient E. virtual
A, C, D, E
3.7
After you specify a department’s revenue location, it cannot be changed.
True
If you link a dept record to the wrong record (like the service area instead of the revenue location), contact the Epic rep for advice.
3.8
What are ‘system definitions’?
A collection of settings that determine how an application works across your entire organization. The system definitions can affect all departments and users.
3.11
Edit Template activity is not provider specific and is shared among providers in any department.
False: These are provider-specific. A template is unique to a provider and IS NOT shared among providers.
7.4
You can use the Edit Template activity to:
A. Modify an existing schedule for a specific provider only.
B. Create a new schedule for several providers.
C. Modify an existing schedule or create a new schedule for a specific provider in a specific department
C.
7.4
The release date offset ensures what?
A minimum number of days, weeks, or months, are always available for scheduling. It is updated in the system through end-of-day processing.
7.12
The Edit Pattern activity is used only for editing existing patterns.
False.
Can be used to create new patterns OR edit existing patterns.
8.5
The Provider Pattern activity 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.
Must have Template Edit security to access this.
8.12
A user is:
A person who logs into the system.
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A provider is:
Person or resource who we schedule with or someone who refers patients to you.
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All users are providers.
False
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All providers are users.
False
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What is the main purpose of assigning a user Chronicles security?
To enable the user to create and edit records in master files.
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What are 3 things the user role controls?
buttons, menus, default home workspace.
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As long as your user role includes a shortcut button for the dept master file, you’ll be able to create new depts.
False. You need security.
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Why would a user who registers new patients need a Shared Security class?
To add a PCP to a patient during registration.
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What security class is needed to put time on hold on a provider’s schedule?
Cadence security.
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What security class is needed to create a new record in the Department master file?
Chronicles security
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What security class is needed to change provider assigned as a patient’s PCP?
Shared security.
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What security class is needed to update a patient’s guarantor account information in Registration?
Prelude security.
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Which fields need to be completed in the Make Appointment form during scheduling? Select all that apply: A. Department B. Appointment Notes C. Visit Type D. Provider E. Start Search On Date F. Master File (DEP) G. Free Text H. Master File (PRC) I. Master File (SER) J. Date Entry
F, H., and I.
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2 options for Building Provider Records:
- Manual Build in text
- Import from a spreadsheet
Both are correct:
- Good for single providers and individual changes.
- Best for initial SER build and large updates.
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Edit Template is used to:
Modify an existing schedule or create a new schedule.
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Indefinite End Date:
A. Can only be used when a weekly recurrence is selected.
B. Only appropriate for a schedule that does not use recurring unavailable time.
Both are correct.
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Release Date:
A. The last day open for schedulers to schedule into.
A.
AJH 11/14/14 email PowerPoint
Release Date Offset:
A. Ensures a minimum amount of time (days, weeks, months) always open for scheduling.
B. Can be set at System, Dept, and Provider levels
Both are correct
7.12
AJH 11/14/14 email PowerPoint
Weekly patterns do the following:
A. Define recurring schedule
B. Can consist of 1 or more weeks.
Both are correct.
8.5-8
AJH 11/14/14 email PowerPoint
Single-Day Patterns do the following:
A. Overwrite a specific day in a weekly pattern.
B. Are not tied to specific day(s).
Both are correct.
8.9
AJH 11/14/14 email PowerPoint
The provider pattern activity:
Where you create a template from a pattern for a specific provider, in specific dept, for a specified date range.
Know this.
8.
AJH 11/14/14 email PowerPoint
Auto Extension:
Uses the data from the template to automatically apply more pattern to extend the schedule.
* Can ONLY be set up for a pattern.
True
8.17 screen shot below 28. Click Set Default.
AJH 11/14/14 email PowerPoint
Why use a pattern to give a resource a schedule?
A. Can use for multiple resources with the same schedule
B. Resource schedules tend to be regular and repetitive
C. Can use recurring unavailabel time (e.g., maintenance).
All are true.
8.18
AJH 11/14/14 email PowerPoint
The Template Build Report is used for:
A. Can view details of multiple schedules at once.
B. Can jump to make edits/changes.
Both are true.
8.24 See screenshot
AJH 11/14/14 email PowerPoint
Template Audit Train Report can:
A. View a history of changes to a template.
B. Configure by dept, provider, types of changes, and date.
Both are true.
8.25 Screenshot
AJH 11/14/14 email PowerPoint
Know definitions for these:
- Template
- Template Date Range
- Release Date
- Release Date Offset
- Single-Day Pattern
- Weekly Pattern
- Auto Extension
- Edit Slot
- Edit Template for Single Day
- Delete Template
Lesson 8
PHONE PHOTO 178
AJH 11/14/14 email PowerPoint
Use the Edit Slot activity when a provider wants to change certain properties in a time slot.
True. Edit slot activity allows you to edit the number of openings and overbooks that can be scheduled in the selected slot(s).
9.5 Screenshot
AJH 11/14/14 email PowerPoint
Edit Template activity is used to make changes to:
A. 1 or more individual dates
B. A series of days w/ a specified number of days in between (every 3rd day).
C. A list of days of the week w/ a number of weeks in between (every other Tues/Thurs).
D. A list of days of the week for certain weeks in the month (Fri and Sat on the 1st week of each month).
All correct.
Lesson 9
AJH 11/14/14 email PowerPoint
The Edit Template form allows you to modify an existing template.
True.
When editing provider’s template in Cadence, must have clear idea of what days you need to create or edit before you actually change the Edit Template form.
9.9
AJH 11/14/14 email PowerPoint
The Delete Template activity allows you to delete templates that are out of date or to get rid of a template for a provider who is no longer with DH.
True. Can delete entire template (retirement), or schedule for a certain date range (sabbatical).
9.17 Screenshot
AJH 11/14/14 email PowerPoint
Modifiers are used when a change needs to be made to a visit type for a certain bucket of patients.
True. Example: add 10 minutes to physicals for all patients 75 and older.
Lesson 10
AJH 11/14/14 email PowerPoint
Buckets - a grouping of patients based on age and/or sex.
True
10.7
AJH 11/14/14 email PowerPoint
There are 6 modifier combinations.
True
10.6 Screenshot
Primary pool is the first pool Cadence searches for an appt time.
NOTE: Amanda said to know this for project and exam!
True
Lesson 11.9
AJH 11/14/14 email PowerPoint
slide 133 - 135
Configuring Blocks
Lesson 11.17
AJH 11/14/14 email PowerPoint
Slide 138-147
Order workqueues find orders that:
A. need to be scheduled
B. are already scheduled
C. are both scheduled and need to be scheduled.
A.
14.7
\_\_\_\_\_\_\_\_\_\_ determines which orders qualify for a particular workqueue. A. Visit type B. Day and time stamp C. Rules D. Priority listing
C.
14.7
The ability to use schedule orders workqueues in a department is configured on the \_\_\_\_\_ in the Department record. A. Cadence form B. Order Detail form C. Order Scheduling form D. Workqueue Detail form
C.
14.9
Users who need access to Schedule Orders Workqueues need the appropriate security points in the Reports section of their Cadence security class.
True
14.9 See 4 security points and access granted.
Once a schedulable order has been placed for a patient, the order will not appear on the Orders tab of the patient’s Appointment Desk.
False. The order also appears on the Orders tab of the patient’s Appt Desk.
14.20
A Patient level Visit Type Modifier is a modification made for patients so that specific patient needs can be taken into consideration during scheduling. Like other visit type modifiers, Patient level Visit Type Modifiers allow you to:
Choose all that apply.
A. prevent scheduling
B. warn against scheduling
C. modify the length for a specific visit type
D. modify the length for a combination of visit type and provider.
All
10.16
The buttons a user can see and use in Hyperspace are controlled by what aspect of the user's security? A. B. User Role C. D.
B. User Role
5.16
JL
A Cadence user should not be able to schedule into a private slot. Where do you access this setting (the record, form, and field)?
User Record, Cadence System, Private access
5.18-19
JL
At which levels can the Release Date Offset be set? Select All that apply: A. Provider level B. Department level C. Facility (system) level D. User level
A, B, C. Most commonly set at the Facility (system) level (most general level). If release date offset is only set in System Definitions, that offset is used by all providers within the organization.
7.13
JL
For the same user, why would a One Click in EMC Family Medicine schedule an Office Visit, while a One Click in EMC Pediatrics schedule a Well Child visit?
EMC Family Medicine and EMC Pediatrics have different default algorithms set up.
16.11-12
JL
In a panel, how do you specify partial hours that should pass between the first and second visit type (ex. 30 minutes)?
Use the Min(min) column. The Min(hr) column should be entered in increments of (whole number) hours.
11.16-19; E-Learning CAD760; explore in the system by trying partial hours (ex:.5) in “Min(hr)” field, then clicking Ctrl+click in “Min(hr)” field.
JL
What is the Restrictions form of a panel record used to set up?
Define whether a panel can be scheduled or not by a given specialty, center, dept, or dept/provider, Custom rules to determine whether a panel can be selected upon scheduling.
11.16-19; E-Learning CAD760; explore in the system by opening up a panel record.
JL
Where can you attach a Visit Type Questionnaire? Select All that apply: A. Visit Type B. Panel C. Department D. System
all. Visit Type level is most specific level and takes precedence over the others.
- 4 diagram
- 4-16
JL
You are creating a pregnancy questionnaire consisting of 2 questions to be attached to a mammogram visit type.
Question 1: ask if the patient is pregnant.
Question 2: ask when she is due.
If the answer to question 1 is No, Question 2 does not need to be asked and is disabled in that case.
As part of the setup, should you create a rule, a condition, or both for Question 1?
Condition. Questionnair conditions disable a question if it does not need to be asked, based on an answer to an earlier question.
15.11
JL
You want your Schedule Orders workqueue rule to catch all active occupational therapy orders placed in the last 30 days. These can be any OT order, or an ambulatory referral to OT. The criteria are:
1) Order>Ordering date Greater than or Equal to “T-30”
2) Rule 35500>Order has not expired
3) Order>Procedure>Procedure Category Equal to OT Orderables
4) Order>Procedure Equal to Amb Referral to Occupational Therapy.
The rule’s criteria relationship should be:
A. 1 AND 2 AND (3 OR 4)
A.
14.10-11
JL
If a user is listed in the Users table of the Detail section of an Orders Workqueue, what else must be set up in order for that user to have access to the workqueue?
A. They must also have the security point Schedule orders worklist/WQ in their Cadence security class.
A.
14.10
JL
If you need to build out a provider's template for 10 months, this corresponds to what setting in the Provider Pattern? A. Auto-Extension: t, m+10 B. End Date: m+10 C. Date Range: t, m+10 D. Release date range: t, m+10
C.
14.__
JL
Where can special notes to schedulers be incorporated when building a visit type?
A. Scheduling instructions field
A. The scheduling instructions field is on the instructions form in the visit type record.
Sched Admin>master File Edit>Visit Type - select ‘Instructions’ form…
10.3 and 11.4
JL
What are used to track information over time in records? A. Items and Values B. Contacts C. Records D. Master Files
B. In administrative master files, contacts do not represent hospital encounters or appointments. Instead, they represent a date-specific change in the information.
2.7
JL
- All users are providers.
2. All providers are users.
- False
- False Provider can be a person, resource (machine) or provider that doesn’t work for us.
3.19
What is the main purpose of assigning a user Chronicles security?
Allow/enable the user to create and edit records in master files.
5.15
What are 3 things the user role controls?
Buttons, menus, default home workspace.
5.15
As long as your user role includes a shortcut button for the dept master file, you’ll be able to create new depts.
False. Need security to create new depts.
A user role only provides a button. Security determines whether you can complete the task associated with the button.
5.16
Why would a user who registers new patients need a Shared Security class?
Because entering a PCP is part of the Registration process, and PCP edit is controlled by shared security.
