Chart Review

Question 1

How do you find information on a patient that does not have an appointment scheduled?

Answer 1

Epic toolbar- chart button

Question 2

Which order first or last name do you search for patients?

Answer 2

Last,First

Question 3

When in production what should you do when you search a patient and have several patients with the same first and last name?

Answer 3

Check all identifiers

Question 4

What are the tabs that you see in chart review?

Answer 4

Encounters, notes, imaging, lab, meds, procedures, surgeries, consents, media, cardiology, letters, episodes, referrals, other orders, misc reports, LDAS

Question 5

What is an encounter?

Answer 5

encounter in Epic is any contact between the patient and our organization.

Question 6

What are some types of encounters?

Answer 6

outpatient appointment, a telephone call, or an
entire hospitalization

Question 7

What do you need to do to see history and lab visits in the encounter tab?

Answer 7

Uncheck the Hide Add’l Visits box to see additional encounters

Question 8

How do you sort information in each column?

Answer 8

clicking the column header, columns will sort alphabetically
or chronologically based on the type.

Question 9

If you single click on a encounter what will happen?

Answer 9

A report pane will open up with information about that encounter

Question 10

What extra hyperlinks are attached to an encounter?

Answer 10

Billing Info, History, or Orders placed during the encounter

Question 11

Can you bookmark pertinent content in chart review to visit later?

Answer 11

Yes, click on the bookmark icon

Question 12

If you click the bookmark icon what pop up shows up?

Answer 12

Comment

Question 13

What type of notes will the notes filter show?

Answer 13

progress notes, nursing notes, notes for procedures or EKG impressions

Question 14

What will the imaging tab show?

Answer 14

radiology results and impressions

Question 15

What will the lab tab show?

Answer 15

Ordered, In Process, and Final Results labs.

Question 16

What will the medication tab show?
What to uncheck to see historical meds?
Meds with a strikethrough indicate?
What 3 types of medication can be sorted by clicking the header?

Answer 16

past and current medications. Click the
checkbox to uncheck Current Meds Only to see a historical view of
medications. Meds with a strikethrough indicate that the order has been
discontinued. You may find it helpful to click the header to sort by
AMB/CAM/IP medication types.

Question 17

Some items that procedure will show?

Answer 17

biopsy or cath reports.

Question 18

What will the Surgical tab show?

Answer 18

Surgical Cases

Question 19

What will the Consents tab show?

Answer 19

E-signed or scanned into Epic

Question 20

What will the media tab show?

Answer 20

documents that are scanned into the medical record such as EKG
print outs or Power of Attorney documentation

Question 21

What will the cardiology tab show?

Answer 21

Will show the EKG-12 lead tracings. Impressions are viewable
in the notes tab.

Question 22

What will the letters tab show?

Answer 22

any letters sent to or on behalf of the patient

Question 23

What is an Episode?

Answer 23

episodes are a tool in Epic used to link content that shares the
same reason for visit.

Question 24

Examples of Episodes?

Answer 24

pregnancy, surgery, or workman’s compensation. Encounters are linked to the episode, which stores all pertinent information. This makes it easier to find information all in one place.

Question 25

How is one episode linked to another?

Answer 25

They are linked with each encounter

Question 26

What does the referral tab show?

Answer 26

view Service To orders and other referrals such as labs or radiology.

Question 27

What do other orders tab show?

Answer 27

this is a catch all for non-medication or lab orders, such as Durable Medical Equipment (DME).

Question 28

What does the Misc reports show?

Answer 28

allows you to locate and print documents such as immunization reports or medication lists for your patient.

Question 29

Where would you find print out documents for immunization reports or medication list?

Answer 29

Misc reports tab

Question 30

What does the LDA tab show?

Answer 30

his section shows active and inactive lines, drains, and airways.

Question 31

How can you save a filter in chart review?

Answer 31

Click the Save as New Filter button and type a name for your filter in the Caption field. Accept and point out the new filter check box below the Chart Review toolbar.

Question 32

What do you do if you don't want to see that new filter you added?

Answer 32

I can uncheck my filter box or click the Clear Filters button. Click the filters button to close the filter selection box.

Question 33

What function let's you send patietns info in chart review to another provider or pool?

Answer 33

Route function

Question 34

What do you click in the route function to send information to providers outside of AAH?

Answer 34

Click the Free Text button. Make sure to put fax number and a comment

Question 35

How do you change a routed message to a provider inbasket to sending a fax to the provider?

Answer 35

Click provider and click change address

Question 36

How do you close the chart in chart review?

Answer 36

Click the X

Question 37

How would you personalize your view to see only encounters that apply to your clinical practice?

Answer 37

Use chart review filters to narrow down the encounters that you see for a patient. Save filters to be used on any patient.

Question 38

Where can you find scanned copies of paper documents?

Answer 38

Scanned items go into the Media tab within a patient’s chart.