Lesson 7

Question 1

What other end users did you use to log in to Hyperspace in your Fundamentals class? In what other departments did they work?

Answer 1

Answers will vary. Possible users include physicians, nurses, surgeons, administrators, etc. Possible departments include EMH Emergency, EMH Radiology, etc.

Question 2

What other startup activities (or home workspaces) do you remember from the end users you saw in your Fundamentals class?

Answer 2

Answers will vary. Patient Lists, Administrator Dashboard, Schedule, ED Track Board, etc.

Question 3

What other users could potentially be scheduled with patients and clinically document in their charts? What users wouldn’t meet those criteria?

Answer 3

Answers will vary. Surgeons, family practitioners, and therapists might be scheduled with patients and clinically document in their chart. Unit clerks and billing staff might not meet those criteria.

Question 4

What record controls details within activities like the tabs in Chart Review, or the default report in Snapshot?

Answer 4

Profile

Question 5

What style of print group do you see in the Snapshot report?

Answer 5

Native HTML

Question 6

What type of record changes a workspace based on context?

Answer 6

Workflow Engine Rule

Question 7

When linking a user record to a template, what are some settings still established by each individual user record?

Answer 7

ID/password information, default login department, link to template

Question 8

Who Needs a User Record?

Answer 8

Everyone at your organization who uses Epic will need a user record. The User (EMP) master file needs a record for each end user—doctors, nurses, front desk staff, billers, etc. The user record is a starting place for successfully getting staff started with Epic because it acts as a hub where several other important settings are made.

Question 9

Who Needs a Provider Record?

Answer 9

Many of Epic’s clinical users have a record in both the User and the Provider master files.
A person or resource will need a provider record if he/she/it meets at least one of the following criteria:
• Can be listed as referred-to or referred-by providers for referrals
• Can be scheduled with patients or appointments in Epic
• Can clinically document on a patient’s chart (in activities like Notes, Flowsheets, the MAR, etc.)

Question 10

Who or what needs a user record?

Answer 10

Everyone at your organization who logs in to Epic needs a user record.

Question 11

True or False: You can link a user to multiple linkable templates.

Answer 11

True. You can assign more than one template to a user, and that user can choose the template they want to affect them when they log in to Hyperspace.

Question 12

What are some settings you must make in an individual user record which cannot be set with linkable templates?

Answer 12

Default login department, link to templates, ID/password information

Question 13

Give an example of someone who would need a provider record but NOT a user record. Explain why.

Answer 13

A physician in your community who gets referrals from your physicians, but who does not have access to log in to your Epic system.

Question 14

Why do MRI machines and classrooms need to have records in the Provider master file?

Answer 14

The MRI machines and classrooms are scheduled resources.

Question 15

True or False: In the provider record, you can link to the corresponding user record or a user template.

Answer 15

False. The linking is established in the user record.Multiple users may not be linked to the same provider record.

Question 16

Define user record

Answer 16

The user record is a starting place for successfully getting staff started with Epic because it acts as a hub where several other important settings are made.

Question 17

Define linkable template

Answer 17

Individual user records can be linked to more than one user template.
• An end user at your organization has different job responsibilities on different days of the week. For example, he might work as a unit clerk on weekends and a nurse on weekdays.
• Some of the clinical end users at your organization are working on the project team to help with Epic implementation before returning to their normal duties full time.
• Project team members at your organization want to help end users troubleshoot by seeing Hyperspace from their perspective.
• Providers who are assigned an ambulatory template should be assigned a more robust template with inpatient settings after a certain date once the hospital at your organization goes live.

Question 18

Define default login department

Answer 18

Whenever a user logs in to Epic, he logs in to a specific department. He’s either automatically logged in to his default login department, or he has the opportunity to select a different department.
Even users who float between departments should be assigned a default login department. If one department is the default, there will be times when the user won’t have to manually choose where he logs in.

Question 19

Define provider record

Answer 19

Record in the Provider (SER) master file used to represent a schedulable person or resource, often a doctor or a nurse.

A person or resource will need a provider record if he/she/it meets at least one of the following criteria:
• Can be listed as referred-to or referred-by providers for referrals
• Can be scheduled with patients or appointments in Epic
• Can clinically document on a patient’s chart (in activities like Notes, Flowsheets, the MAR, etc.)