CNL250 Flashcards
Which record gives am end user access to tools and functionality in Epic
Security Class Record
Which record let’s an end user log into Epic?
User Record
Which record allows an end users credentials to display in Hyperspace?
Provider record
True or False: Administrators in charge of editing master file records can only do so from Clinical Admin menus?
False
What is chronicles? And why is it unique to Epics clinical products?
The database management system that is used by all Epic software applications
Shift+F7
Quickly exit a record from any screen?
Quickly exit a record from any screen?
Shift+F7
How do you see help text in Clin Admin?
How do you leave the help text?
Shift+F5
Press Enter
Shift+F5
To see help text in Clin Admin
True or False: Hyperspace does not store patient data
True
Organize the following from most generic to most specific:
Service Area Facility Department Workstation Revenue location
Facility Service Area Revenue Location Department Workstation
What are the four types of departments?
Outpatient, Unit, Hospital Outpatient, Virtual
Who or what needs a user record?
Everyone at your organization who logs in to Epic needs a user record
True or False: You can link a user to multiple linkable templates
True
What are some settings you must make in an individual user record which cannot be set with linkable templates?
Default login department, link to templates, ID/password information
Give an example of someone who would need a provider record but NOT a user record?
A physician in your community who gets referrals from your physicians, but who does not have access to log in to your Epic system
Do MRI machines and classrooms need to have Provider records?
Yes, because they are scheduled resources
True or False: in the provider record, you can link to the corresponding user record or a user template?
False! The linking is established in the user record
What unique values must be established in the user record?
The template a user is linked to, which provider record a user is linked to, default login dept, password and ID.
What are the four basic steps to importing?
Export the spreadsheet
Populate a spreadsheet
Convert a spreadsheet to plain text
Import data
True or False: When looking at an import spreadsheet, each row represents an item
False. Each row represents a record. Items are represented by columns
True or False: When importing, at the Source file prompt, you enter the path and name of the flat file you would like to import, as well as the extension .txt?
True
What function does security perform in Epic?
Access to functionality. What a user is or is not allowed to do in the system.
What is a security point? What is a security class? Explain the difference
A security point grants access to a single piece of functionality. (It's like a key) A security class is a collection of security points (it's like the key ring) Users are linked to a security classes either directly or via a template: Users are NOT directly linked to a security point.
What three security classes does every user need?
In Basket, Shared, and Reporting Workbench
Which type of security controls access to hospital functionality, like the MAR and Doc flowsheets?
Inpatient security
Your organization wants its hospital charge nurses to have administrative access to the Patient List activity (IP Security point 1: Patient List Administrator) Otherwise, their access should be the same as that of other inpatient nurses (Who use Model IP Nurse IP security class) How would you efficiently take care of this need?
Duplicate the Model IP Nurse IP Security Class and call the Duplicate something like IP Charge Nurse. Add to the duplicate the desired security point. Link all of the charge nurses users records to this duplicate security class.
You are trying to build a subtemplate but the items you want to set are grayed out. What did you forget?
You forgot to put those items in the “Defined” column of the Items Defined form.
What function does the Role Record perform in Epic?
A role record determines the configuration and behavior of Hyperspace.
Name two things that are defined by your role record.
Roles define your default Startup Activity, the Hyperspace toolbar, options under the Epic button, the maximum number of workspaces a user can open, automatic timeout settings, and whether your user’s last login dept will default the next time she logs in.
Explain the difference between role and security?
Security determines a users access to functionality.
Role determines where that functionality will appear for a user in Hyperspace.
True or False: Any profile record can be attached at any level in the hierarchy?
True
Pharmacists, pharmacy techs and pharmacy managers all work in the same dept., but each have different security classes. The pharmacist and the pharmacy techs use the same Summary Reports. The pharmacy managers needs an additional set of reports. At which level of profile should you configure the Summary reports for each of these user groups?
Because they all share a login Dept., the pharmacists and the pharmacy techs can get their reports from a department-level profile. The pharmacy managers should get their reports from a security-level profile.
How can you define the default report buttons that appear for an end user in the Snap Shot activity?
List the reports that should be default buttons in the Start Up Buttons field on the Patient Summary screen in the profile.
When the physicians at your organization review an office visit encounter with a cardiologist, they want to see a different report than they see for most office visits. How could this be accomplished?
In the Chart Review Encounter Reports tables, add another line for the contact type of Office Visit, but include a specialty of cardiology. Then list the special report under the Reports column.
True or False: The profile controls access to activities in Hyperspace?
False: security controls access to activities
You log in and are affected by two profiles, a dept. level and a System Definition level. When the two have competing values, which values trump which?
The more specific level profile settings will trump the more general. The Dept-Level profile’s values would trump the System Definitions-level profile’s values.
What is the maximum number of profiles that can contribute to your compiled profile?
Six.
True or False: You are limited to a single set of outpatient and a single set of inpatient orders preference list in any given profile record.
True
What are the individual parts of a report?
Print Groups
Where can you look up and view samples of Epic-released print groups?
Epic Data handbook
Describe how to view the names and ID numbers of print groups in Hyperspace when logged in as an end user
Go to HELP > Help Desk Report. Double click on the Report & Print Group Assistant report to enable assistance. (As an administrator, you can also go to REPORTS > Show Report and Print Group ID’s)
If you need to build a report that is similar to another one, what is the fastest approach?
Duplicate the report and edit the duplicate
Describe one feature of a Native HTML report that is not found in a plain text report.
You can arrange print groups into columns
There are hyperlinks to other activities or reports and you can attach a comment
In general, Native HTML reports are more colorful and interactive than Plain Text Reports
Where are rules linked in order for the Workflow Engine to use them?
Profiles
How does the system know which Workflow engine rule to use?
The Workflow engine rule attached to the most specific level in the profile hierarchy is the rule that will e consulted
What are three aspects of a patient encounter that can be altered based on a rule match?
Override or extend more activities menu, change startup activity, change available navigators
True or False: If the patient encounter does not match conditions in a Workflow Engine rule, the system looks for a rule in the next level of the profile hierarchy?
False: Settings found in the Role and compiled profile for the patient encounter will be used. The system will not look for additional Workflow Engine rules at other levels in the profile hierarchy
True or False: Once a rule matches on conditions and carries out directives, the system always keep looking for more conditions to evaluate
False: The system will only continue evaluating the rule if the first set of directives specifies “continue afterward”
True or False: To create a navigator, you work in the following master files: Section, Topic, and Templates
False: All three of these are different types of records in one master file: LVN
Fill in the blank: A navigator topic record links to navigator ____ records
Section
True or False: A navigator template record can be linked to more than one topic record
True
If you type a caption of “Charting” into a Navigator topic record, who will see that in Hyperspace, and in what place will they see it?
It is what the end user sees as the display text in the table of contents for the navigator
Give an example of someone who would need a provider record but NOT a user record, and why?
A physician who gets referrals from Monte physicians, but who does not have access to log into the Epic system. Or an MRI machine
Why do MRI machines and classrooms need to have records in the provider Master file?
Because they are scheduled resources
True or False: In the provider record, you can link to the corresponding user record or a user template?
False: the linking is established in the user record. Multiple users may not be linked to the same provider record
What unique values must be established in the user record?
Which template a user is linked to, which provider record a user is linked to, default login dept., password, ID and user status
What are the four basic steps to importing?
Export the spreadsheet, populate it, convert it to a plain text, and import data
True or False: when looking at an import spreadsheet, each row represents an item?
False; Each row represents a record. Each column represents an item
True or False: when importing, at the source file prompt, you enter the path and name of the flat file you would like to import, as well as the extension, txt?
True
Dr. Scan does not have an imaging tab in the Chart Review activity and requests this tab to be added? To modify the Chart Review Tabs that appear for Dr. Scan an administrator would change a…
Profile Record
When Dr. Hart writes a note in Hyperspace, her name appears as the author followed by the letters, MD. What record(s) is/are necessary for her to be able to log in to Hyperspace and for her name and credentials to appear on notes?
User Record and Provider Record
Nurse Denver and Nurse Apple work in the emergency department. Both have access to the same activities When Nurse Denver logs in, the first screen she sees is the ED Manager, white Nurse Apple first screen is the ED Track Board. this is because they have different….
ROLES
Dr. Cloud is a new physician who will be seeing patients in a clinic and a hospital. Which types of security will Dr. Cloud need to have access to, to access the proper functionality for his work?
Epic Care Inbasket Reporting Workbench Shared Inpatient
What Can I Do??
Security
Access?
Security
Layout?
Role
How to I get the activities?
Role
Details?
Profile
Now that I am in the activity, what’s it like?
Profile
In which order does the system look to determine a user’s composite profile at login?
User> Epiccare Security Class> Department > Location> Service Area> System
What Record do you need to login to Hyperspace
User Record
What record do you need to access InBasket
Security Record
WHICH RECORD? Should NOT be able to be the authorizing provider for medication orders or procedure orders
Provider Record
WHICH RECORD? Should be set up designated as the ordering provider in the hospital
Provider Record
WHICH RECORD? When they log in, they should be prompted to enter an attending provider who will be listed as the authorizing provider on their orders
User Record (provider at login prompt)
WHICH RECORD? When marking allergies, medication history, or the history section as reviewed, the residents name should be followed by MD
Provider Record
WHICH RECORD? In most circumstances, the physician home activity should display both the schedule and the patient list activity
Role Record (use existing)
WHICH RECORD? The residents will spend a few weeks in the ER. When they choose a login department of EMH Emergency Department, they should have the ED Track Board as the startup activity.
Role Record
WHICH RECORD? The residents need an EpicCare security Class. The MODEL AMB Physician epiccare security will meet most of their needs with the following exceptions:
The residents should not be able to close a visit, (Essentially say that the visit is legally complete and should be sent to billing) without a cosign
The resident have not obtained a license from the state to prescribe medications and are operating under a training license issued to the hospital. Thus any scripts order needs a cosign.
Epic Care
What record must be created for a person to log into Epic?
User Record
What record must be created for a person or resource that meets certain clinical criteria?
Provider
What clinical criteria might be met for a user who is also a provider?
Schedulable
Credentialed
Authorizes Orders
Refers to/from
What record can be created to ease setup and maintenance for groups of users with similar job roles and setup needs?
User Template
What record controls the layout and ground rules of Hyperspace?
Role
Which records control access to activities and functionality in Epic?
Security Classification (Security Class)
Which three types of security class should be assigned to every user?
In Basket
Reporting Workbench
Shared
Which type of security class should be assigned to every user of clinical tools?
EpicCare
Which type of security class should e assigned to every user of clinical tools in an inpatient/hospital setting?
Inpatient
Which types of security class might be assigned to clinical users of specialty add-on modules?
Application Classes as necessary : Stork, ASAP, Beacon
Can role and security class records be attached to individual users?
Yes but this is not recommended for build/maintenance reasons
Which items in the user record have unique values that cannot be set in a user template?
Login Dept Password Link to Provider User ID Unique Personal Information (Ex: address, Etc)
List the entities in the Epic Facility structure from most specific to most general?
Room/Bed > Unit > Department > Location > Service Area > Facility
Which records control options within activities?
Profile
List the entities in the profile hierarchy from most specific to most general?
User Template > Epiccare Security Class > Department > Location > Service Area > System Definitions
Which options within activities are controlled by profiles?
Chart Review Tabs
Preference Lists
Reports
How does the system search the profile hierarchy to create a compiled profile?
Top Down (specific to general) Item by item, some items are all or nothing
Which records are the building blocks of reports?
Print Groups
What record can give end users different tools based on context, such as patient age or encounter type?
Workflow Engine Rule
Which records are created to guide clinicians through workflows efficiently?
Navigators
Which type of record controls the first screen your nurse sees when she logs in?
Role Record
What does the role record control?
Maximum number of workspaces open, startup screen, timeout, last login dept., menus/toolbar
Which type of record gives the nurse access to the allergies activity
security class record