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MyChart Certification - July 2021 > MyChart Admin New Version > Flashcards

MyChart Admin New Version Flashcards

1
Q

An instant activation link can be set up to be automatically sent to a patient during certain triggers such as:

A
  • sign in
  • check-in
  • check-out
  • D/C
  • When appointment is schedule
  • Triage call
  • When a surgical case is scheduled
  • During results release
  • When a hospital account is verified during ED registration
  • ED event is triggered
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2
Q

Activation Code in

A

Billing Statements

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3
Q

What is the purpose of an activation code?

A

To supply a unique piece of information used to validate the patient’s identity.

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4
Q

What is a Happy Together

A

is a design philosophy that creates a single interwoven thread across Epic and other EHRs to improve patient care and care coordination.

It also brings together information across sources to form a comprehensive narrative for clinicians, care managers, community members, and patients.

This helps our patients by allowing them to see a more complete view of their health without having to log into multiple accounts.

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5
Q

Care Everywhere

A

Patients have the ability to authorize sharing of their records with other providers and organizations via Care Everywhere.

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6
Q

Share Everywhere

A

allows patient-driven interoperability. Patients are able to provide one-time access to their health record quickly with any provider who has access in the internet.

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7
Q

Share Everywhere

A
  • is patient controlled
  • works anywhere in the world.
  • Has no interoperability/EHR requirements.
  • Allows a note to be sent back to the home organization to further continuity of care.
  • Providers a consistent user interface for the Share Everywhere code recipient, regardless of what health system the data comes from.
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8
Q

MyChart Care Companion

A

is an interactive, highly individualized plan of care delivered to at-risk patients through user-friendly, accessible technology.

Using Care Companion, care managers will be able to turn a patient’s care plan and goals into step-by-step guides and tasks to help them stay health.

Includes timely reminders deliver to patients’ devices through MyChart mobile for medications and therapies, regular check-ins, and communication between the patient, family caregivers, and care managers.

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9
Q

MyChart Bedside

A

encourages a high level of patient engagement during patient stays in a hospital environment.

designed to make the hospital stay more productive and enjoyable as well as reduce re-admission rates.

It requires a separate license.

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10
Q

Announcements

A

To make sure patients see important information on the home pages, such as a notice for an upcoming system downtime, construction, a weather alert, or a special event at your organization.

____ it can be also filtered with a rule, otherwise are visible to all patients who use MyChart.

It does not need a special security to view announcements.

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11
Q

Document Center

A

patients have a centralized place from which they can manage records regarding their health information.

From ___, patients can e-mail their health information instead of only being able to send it to a direct address.

They can also view, download, or send information for a date range instead of only for a specific visit.

Landing page for the following:

  • Visit Records
  • Requested Records
  • My documents
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12
Q

Visit Records

A

Patients can choose from four options:

  • Single Visit
  • Date Range
  • All Visits
  • Lucy Summary
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13
Q

Single Visit

A

After the patient has chosen a specific visit, she can view, download, or send a package of documents that contains an up-to-date summary of her health and a summary document from the selected visit.

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14
Q

Date Range

A

The patient can designate a date range for which she wants to view, download, or send her information. This package of documents includes an up-to-date summary of her health, a summary document of the patient’s data from the selected date range, and a summary document for each visit that occured within the selected date range.

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15
Q

All Visits

A

With this option, the patient can view, download, or send all health information that’s available in her record.

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16
Q

Lucy Summary

A

the patient can view or download only the up-to-date summary of her health.

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17
Q

Requested Records

A

On the requested records page, a patient can view or download records they have specifically requested from her healthcare organization.

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18
Q

My Documents

A

Patients can see a wide variety of documents all in one place in the _____ _____ activity.

____ that are under review or rejected have a relevant status icons.

In this activity, patients can find documents that members of your organization upload through Median Manager, such as HIPAA notices, or e-sign illness excuse notes, as well as patient-uploaded documents submitted through the Advance Care planning activity.

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19
Q

Who Access My Record

A

This page allows patients to view an audit trail of who has logged into their MYC account.

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20
Q

Explore More Cards

A

Which appears at the bottom of the health feed, you can use cards to promote new functionality and direct patients to specific features in MyChart.

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21
Q

What is Happy Together?

A

is not an application. It is a philosophy.

It allows patients to view information from several organizations in a single MyChart view without having to switch MyChart accounts.

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22
Q

What choices does a patient have from the document center feature?

A
  • Visit records.
  • Requested Records
  • My Documents
  • Who’s accessed my Record?
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23
Q

Where can a patient view notes made available through OpenNotes?

A

Through the Appointments and Visits feature.

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24
Q

How many menu in MyChart

A

one

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25
Q

Menu workflow

A

Menu > Sub Menu > Custom Menu Items > Activities

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26
Q

Master File - Menu

A

Menu > Submenus > Custom Menu Items

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27
Q

Master File - Activities

A

Activities are in a different master file.

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28
Q

MyChart Access Classes

A

___ control which features are available to MyChart patients.

You can assign one ____ ____ to multiple patients, __ ___ control what a group of pateints can do in MyChart

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29
Q

Feature

A

Discrete actions or options to which patients have access in MyChart.

___ is one thing a patient can do or see in MyChart.

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30
Q

Epic Security Point Dictionary

A

contains a complete list of available features.

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31
Q

MyChart Features

A

What features a patient can use in MyChart.

The patient is allowed to send messages in MyChart.

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32
Q

MyChart Patient Engagment

A

What MyChart tools a provider is allowed to use in Hyperspace

The provider is allowed to “unrelease” results from MyChart.

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33
Q

Access Class

A

Is a list of features.

Each ___ ___ is a record in the security classification (ECL) master file that contains all the features that should be available to a patient or group of patients.

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34
Q

Feature

A

Access to a single piece of functionality in MyChart.

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35
Q

Access Class

A

A group of features that is assigned to a patient or group of patients.

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36
Q

How patients get an access calss?

A
  1. Dynamically at login using an extension record.
  2. In the patient’s record
  3. In a patient profile
  4. Facility-wide in System Definitions
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37
Q

If MyChart does not find an assigned access class affecting a patient

A

then every single access point will be enabled.

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38
Q

Use Security Point Dictionary

A

to research and determine what features should be added and removed.

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39
Q

What does an access class control?

A

What features a patient can use.

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40
Q

Where can an access class be linked?

A
  • At login using an extension
  • In the patient’s record
  • In systems Definitions WDF1
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41
Q

True or false. The way to assign an access class to all patients in your organization (unless otherwise overridden at another level) is by linking it to WDF1.

A

True

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42
Q

Profiles

A

Are used to customize how MyChart looks and behaves.

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43
Q

Profile or System Definition WDF1

A

will control MyChart for the patients coming to that organization.

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44
Q

MyChart System Manager Menu

A

The main ‘Command Center’ for MyChart

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45
Q

WDF1 Contains settings that affect how MyChart Behaves for all patients and users at a facility.

A
  • Who receives messages sent by MYC patients
  • Which providers are available for appointment scheduling
  • Filters for test results that can be released to patients.
  • Screens that patients see in features like direct scheduling or e-visits
  • Many other settings are related to the behavior and display of MyChart.
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46
Q

Chronicles

A

Is the name of epic’s database management system.

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47
Q

Text

A

is a synonym for the programs (such as Putty or Reflections) used to access Chronicles and other master files within the Epic ecosystem.

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48
Q

True or False: All the settings in other profiles can be made in WDF1, but not all the settings in WDF1 are available in other profiles.

A

True

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49
Q

MyChart Profiles

A

__ ___ control how both patients and Epic users interact with MyChart.

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50
Q

True or False: In MyChart only one profile affects a user. Each patient that logs in to MyChart has a single profile that affects what they see. Most of the time, that single profile is Patient Access System Definitions (WDF1)

A

True

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51
Q

True or False: Profiles are very difficult to maintain. Ideally, your facility should not use patient profiles and will set everything in WDF1.

A

True

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52
Q

The folwing hierarchy determines what profile will be used:

A
  1. Profile determination extension
  2. Patient record
  3. Service Area
  4. WDF1
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53
Q

Assigning a Profile at Login

A

A profile can be determined for a patient based on the custom code within an extension entered in Profile Determination ext. field.

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54
Q

Assigning a Profile in the Patient Record (EPT)

A

A profile can be assigned to an individual patient, if needed. You can do this from the MYC system manager Menu in text.

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55
Q

WDF1

A

Systems Definition serves as the primary location for patient profile settings.

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56
Q

True or false: If you did not link an access class here, the patients will have no access in MyChart.

A

False. Every access point will be enabled meaning the patients will have most of MYC features available.

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57
Q

What is the purpose of a profile?

A

A profile controls the behavior of MYC and the details within features for patients logging in.

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58
Q

Where can you assign a profile to a patient?

A
  • Systems Definitions WDF1
  • service area
  • manually attach to a patient
  • at login.
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59
Q

True or False: It is best practice to make all changes in WDF1

A

True

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60
Q

Proxy Access - Child

A

Access their children accounts to

  • Schedule appointments
  • Check immunizations
  • Re-order Medications
  • Coordinate other health-related information
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61
Q

Proxy Access - Adult

A

Access an older parent or relative’s record to help

  • monitor medications
  • and appointments
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62
Q

Proxy Access

A

MYC allows an intermediary to access data in a patient’s medical record.

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63
Q

Proxy Relationships

A

Determining the relationship between the patient and proxy access recipient is the first step to configure and assign proxy access.

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64
Q

Subject

A

The person whose chart is being accessed

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65
Q

Proxy

A

The person who needs access to the chart.

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66
Q

Non-Patient Proxy

A

The person who does not have an account in the organization.

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67
Q

Patient (EPT)

A

master file stores general patient records in the database server.

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68
Q

Patient (EPT)

A
  • All of a patient’s clinical information as well as any demographic or billing information on file at the patient’s organization lives in this master file.
  • When a hyperspace user generates a MYC activation code for a patient, the system stores the code as part of the patient record.
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69
Q

MyChart Patient Record (WPR)

A

Master files store a patient’s login information for MYC and crosscheck it against the information store in the patient record when signing in.

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70
Q

MyChart Patient Record (WPR)

A
  • These MYC specific records store a patient’s login name and password, as well as an audit trail of the actions the patient took while logged in to MYC.
  • No clinical data is stored in the MYC patient record.
  • Instead the system uses MYC patient record to verify a patient’s a patient’s identity when she enters her username and password to sign in to the MYC website.
  • The patient’s username and password are encrypted in Hyperspace to protect the viability of that secure patient access.
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71
Q

If a proxy relation existed at one point but has expired

A

A disabled proxy or disabled access section will appear in the proxy access activity containing similar information as previously noted for the disabled relationship.

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72
Q

Proxy Access Classifications

A

When dealing with proxy relationships, the access classification a proxy has may change over time or have an end date depending on the type of relationship.

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73
Q

When dealing with proxy relationships:

A

The access classification of a proxy has may change over time, or have an end date depending on the type of relationship.

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74
Q

Adult-Child Proxy

A

Has clinical and scheduling access to child/dependent’s chart.

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75
Q

Adult-Teen Proxy

A

Has less clinical and scheduling access to teen/dependents chart. Customized often.

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76
Q

Adult-Child: Power of Attorney

A

Has all of the access of the Adult-Child proxy with the added ability to add or revoke proxy access and transmit a visit summary.

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77
Q

Adult-Adult: View record, send messages, schedule appointments

A

Has full clinical access, as well as access to messaging and scheduling features.

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78
Q

Adult-Adult: View Record

A

Has full clinical access to the read-only features in MYC.

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79
Q

Adult-Adult: Power of Attorney

A

Has all the access of the adult-adult Clinical proxy with the added ability to add or revoke proxy access and transmit a visit summary.

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80
Q

Adult-Adult: Send messages, schedule appointments

A

Has access to only the scheduling and messaging features, but none of the clinical features access.

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81
Q

Non-Patient Proxy Access

A

The features to a __ __ are controlled by settings in WDF1. There is also an access class in the Foundation system made specifically for patients who are ___ ___ proxies.

82
Q

Non-Proxy can:

A

change her address, email, paying bills, or resetting the password.

83
Q

True or False:

One thing you might notice when choosing a relationship type is that you don’t have to specify every field, such as End Date or Access class for the relationship.

A

True.

These default settings can only be configured in Systems Definitions (WDF1) on the proxy defaults in the Hyperspace screen.

You cannot override these settings in an additional profile.

84
Q

True or False:

When a patient logs in to MyChart, She can see what other accounts she can access by Proxy and which people have access to her account.

A

True

85
Q

Revoking Proxy Access

A
  • Calling the proper staff to revoke access via MyChart Admin.
  • Himself via MyChart.
86
Q

Open Scheduling

A

Increasing your patient volume and get them engaged in their own care right from their initial visit.

87
Q

Fast Pass

A

Keeps your schedule full without requiring scheduling staff to manually make the appointments.

88
Q

Ticket Scheduling

A

To give providers control over the types and timing of their appointments with patients.

89
Q

3 Types of appointment

A
  • Direct Scheduling
  • Appointment Requests
  • Ticket Scheduling
90
Q

Direct Scheduling

A

Patients choose their appointment day and time without any interaction from staff.

___ ____ allows patents to choose a location and provider, view a list of available times, and schedule an appointment on their own.

Requires a license for Cadence.

Patients may be restricted to scheduling at certain times based on a provider’s scheduling preferences.

91
Q

Appointment Requests

A

Epic teams manage the schedule and assign patients appointments based on ____ _____ messages.

The patient fills out the ___ ___ form on MyChart, which sends a message to an in-basket pool of users. The scheduler at the clinic then makes the appointment based on available dates and times.

Does not require a license for Cadence.

___ do not actually interact with the scheduling system.

92
Q

Ticket Scheduling

A

Put control in the provider’s hands to place limits on the types of appointments patients can make.

Ex. When a provider orders a mammogram for a patient, that patient can then make their mammogram appointment from MyChart.

Limits patients to scheduling appointments that their providers expect them to schedule.

93
Q

Three Ways to Make appointments available to patients - Ticket scheduling

A
  1. From a Message: A provider or scheduler sends a message in MyChart that includes the appointment request.

From an order automatically: The system generates an appointment request based on the order.

Manually: A scheduler or other user releases the appointment request from appointment desk on an ad hoc basis.

94
Q

Ticket Scheduling

A

Limits patients to scheduling appointments that their providers expect them to schedule.

You can allow users to manually create appointment requests for certain types of visits or procedures, or you can configure the system to automatically generate requests when a clinician orders a certain procedure or lab test.

95
Q

Open Scheduling

A

Patients who are new to your organization can view ___ appointment slots online by specialty and visit type and then directly schedule an appointment, even without a MYC account. A patient can also use ___ ___ for their proxy accounts.

96
Q

Open Scheduling

A

Patients use location filtering to show only appointment times in department that are near their current location or a specified zip code.

97
Q

Open Scheduling

A

Patient also access the __ __ feature through the provider directory on your organization’s website. After selecting a provider, the patient schedules an appt. through a widget embedded on the provider’s web page, which displays open time slots for just that provider.

98
Q

Open Scheduling

A

After a patient has selected an appointment slot, he can either log in using his MYC username and password or enter his demographic information to schedule the appt. — Otherwise, a new patient record is created.

99
Q

Canceling Appointments

A

Organizations can prohibit patients from cancelling appointments of certain visit types.

100
Q

Viewing Past Appointments

A

Configure in WDF1 - Past Encounter Review Options screen

101
Q

Upcoming Appointments

A

can be configured to display visits and remind patients of ___ appointments based on your requirements.

102
Q

True or False:

To limit circumstances in which a patient rescheduled a time-sensitive appointment or test, patients cannot directly reschedule appointments that are part of a recurring series or panel.

A

True.

Furthermore, you can choose to allow appointment ____ for each unique visit type.

103
Q

Appointment Rescheduling

A

You can choose to allow ___ ___ for each unique visit type.

To limit circumstances in which a patient reschedules a time-sensitive appointment or test, patients cannot directly reschedule appointments that are part of a recurring series or panel.

104
Q

By default, all visit types listed in the visit type field in Patient Access System Definitions are enabled for

A

Direct Scheduling.

105
Q

Open Scheduling feature

A

Patients will only be able to make appointments of the enabled visit types in that department through the ____ _____ ____.

106
Q

What are two reasons why a provider might show up as an option on the appointment request list for a patient?

A
  1. If the provider fits the search criteria set by the organization
  2. Set by the patient’s PCP.
107
Q

In the provider search for direct scheduling, an organization has set up a 365 day look back time. A patient accesses the feature and cannot find a provider with whom he had an encounter 6 months ago. Name two possible reasons why this is happening.

A

The encounter type of the previous visit does not match the search terms, or the provider is blocked from appearing in their provider record.

108
Q

True or False: The appointment cancellation feature only lets a patient cancel appointments that were made in MyChart.

A

False

109
Q

How can an end user see that an appointment was scheduled by a patient using MyChart? Choose only ONE answer.

A

A. The appointment report will indicate the patient as the scheduler.
B. The patient’s name will appear in red on the DAR.
C. The appointment report will display MyChart ,Generic User as the scheduler.
D.An icon will display on the schedule.

110
Q

Decision Trees

A

You might want them to schedule the correct visit type. __ ___ help patients schedule the right visit with the right provider and resources.

__ __ can handle advanced logic to offer a consistent scheduling experience for both schedulers and patients.

111
Q

Decision Trees

A

are used with Direct Scheduling. Cadence builders will own the ___ ___ build.

112
Q

Decision Tree Build

A

Use logic to determine what type of visit the patient will ultimately schedule.

___ ___ build looks different from most other build you see in Epic.

113
Q

Self-Triage

A

Allows patients. to answer questions that will point them to the best option for their care. Patients can be guided to read at-home instructions, conduct a vide-visit, e-visit, or schedule an in-person appointment.

114
Q

Self-Triage

A

Patients will be able to jump right into these sorts of encounters from the end of ___ and will be guided to the right type of visit based on customizable decision trees.

115
Q

Self-Triage

A

Using ___ to lead patients to encounters is a great option for organizations that are concerned about patients choosing the right type of encounter for their care.

116
Q

Fast Pass

A

is an automated way of keeping provider schedules full by notifying patients of open upcoming appointments slots .

117
Q

Fast Pass

A
  1. A batch job searches for openings in the schedule with wait list entries.
  2. When it finds an opening for a wait list entry, the system sends the offer to the patient via an email or text tickler message.
    - You determine whether the system sends the offer to a single patient or to multiple patients, as well as how long the offer is available.
  3. Once the patient receives notification of the offer and logs in to MYC, the patient can take multiple actions.
118
Q

How might implementing Fast Pass impact existing scheduling workflows?

A

Your receptionists will spend less time calling patients to fill empty appointment slots. The empty appointment slots will be automatically filled, freeing the receptionists to do other tasks.

119
Q

What is a benefit of implementing Fast Pass at your organization?

A

You can use Fast Pass to keep your schedule full without having to use receptionist’s time. A full schedule means less “useless” time for your clinicians. You can also use Fast Pass only during certain time frames so it does not clash with the receptionist’s workflow.

120
Q

On My Way

A

Helps patients get in sooner for same-day visits by showing them the nearest clinics and emergency departments along with anticipated wait times of each.

Patients can add themselves to the queue of waiting patients with just a few clicks.

121
Q

On My Way

A

is quick and easy for the patient. It is also straight forward for the schedulers receiving these requests.

122
Q

What is the difference between a scheduled appointment and an On My Way request?

A

A scheduled appointment will have a specific arrive by and appt. time. An On My Way Request will have TBD listed for both.

123
Q

1True or False: Fast Pass must run 24 hours a day.

A

False

124
Q

Where can a Decision Tree be used in MyChart?

A

They can be integrated into the scheduling workflow or used for self‐triage

125
Q

Why might you want to use a Decision Tree in a scheduling workflow for a patient?

A

It forces the patient to schedule the correct visit type based on their needs

126
Q

True or False. A patient must have a MyChart account in order to pay bills electronically.

A

False. A patient can pay bills without a MYC account.

127
Q

What options does a patient have for payment methods from MYC?

A

Using a credit card or entering a bank account number.

128
Q

MYC Benefit - Billing and Insurance

A

The benefit:

  • Can view their insurance.
  • Edit their coverage
  • and pay bills through MYC.

Handing health plan and billing info in MYC allows patients to track not only their medical record but their medical finances as well.

129
Q

Billing Access Points/Features

A
  • View Account details
  • Account inquiry
  • pay by credit card
130
Q

Billing Account Summary

A
  • Patients can also signup for paperless billing.
  • Patients can securely pay bills by credit card from MYC
  • View a list of past payments.
  • The bill payment requires integration with a third-party credit card verification vendor.
131
Q

Account Detail (See account detail link)

A

Patients can see account demographics and the amount due. Patients see specific charges due and the date, provider, description, payer, and patient for each.

Can view statements and recent payments. - Paying using a credit card.

There is a screen for PB options as well as HB/SBO options.

132
Q

Financial Assistance

A

Patients has the ability to submit their own financial assistance requests through MYC.

133
Q

Insurance Summary

A

Patients can view insurance information and plant details in MYC.

Health plan includes information on what health care services their insurance provider will pay for.

134
Q

Insurance Summary

A

Patients can view their health plan in the billing menu.

135
Q

Referral Type Translation Table

A

can set display names based on Referral Type and Benefits Package.

136
Q

Claim Status Translation Table

A

Can set display names based on Claim Status, AP status, and Check status.

137
Q

Pay Bills without an Active MYC Account

A
  • Guarantors can use MYC to pay their bills online.
  • Pay credit card or bank account.
  • Guarantor ID or MYC email tickler and their last name to look up their hospital or professional balance and may payments with Credit card or bank account.
  • Have an options to pay full, amount due, or different amount by selecting other.
138
Q

Pediatric Billing - Privacy

A

To ensure the privacy of the multiple proxies, you need to make sure the billing security points are in the access classifications that is assigned to the proxies. Rather than the access classification assigned to the subject.

Create a unique relationship type that can be assigned to proxies in this situation. The relationship type will be linked to an access class that. does not include billing information. You can then use this unique relationship type in the proxy access level transition table as needed.

139
Q

Debit Payments from Banks

A

Collect payments by scanning checks or manually entering bank account information.

You can process electronic POS refunds for bank account payments on the same day the payment was received. After the day of the payment, you can use your standard procedure to provider a paper check refund.

140
Q

Tokenization

A

Epic now offers a credit card processing. Instead storing private information, the vendor stores the details and sends you a token that can be references whenever you need to process another payment.

Tokenization lets you provider patients and guarantors with the convenience of stored credit cards and automatic payment plants while avoiding the stringent data security requirements for storing full card data locally.

141
Q

Autopay Payment Plans

A

Resolute Hospital Billing or Resolute Professional Billing. Provider patients with autopay payments plans through MyCharts.

Credit card charged automatically on the monthly basis and receive a notification in MYC when a payment has been processed.

They can also view details about their autopay payment plans in MYC.

142
Q

Releasing results in MYC

A

Share test results online with patients and gives patients the ability to keep track of recurring health issues and stay informed of any preventive care that they may have due.

Important feature of MYC.

143
Q

Manual results Release

A

Hyperspace users can manually release test results to MYC patients. Manual gives users the opportunity to review the result before approving it for patients to view.

144
Q

Time Delay Results Release

A

Time delay results release allows provider to review the results and manually release them immediately, with the contingency that results will release without provider intervention after a configurable number of days.

145
Q

Manually releasing results to Patients

A

Result Note from InBasket - Manual editing and releasing of results can happen multiple ways. There will be times when a provider wants to add comments to a result for patient or review a sensitive results before it is released to patient.

146
Q

Configuration for Time Delay Results Release - TDRR

A

uses a regularly scheduled batch job to release results after a delay. Epic recommends using TDRR for releasing most results in MYC.

147
Q

Wait for Final Delay setting

A

in Clinical Administration System Definitions LDS Master file. Determines if the result should be released.

148
Q

Wait for Final Delay

A

Default is set to yes. Even the the patient is MYC active, the results are not released to MYC until the time delay has passed.

If a clinician has not marked the results message as ‘Reviewed’ results are automatically released to MYC after the set numbers of days.

149
Q

Levels of Time Delay Results Release Hierarchy

A

Provider (SER) > Department (DEP) > System Definitions (LSD)

Provider - most specific level of the hierarchy and is rarely used.

The foundation system will come with the result batch setup table already filled out with the Epic’s recommended build.

150
Q

Where can you find information on if the result is currently released to MYC, if the patient is currently active on MYC, and if the result has been viewed?

A

Above the Time Delay Released table.

151
Q

Filters in Results Release

A

Some results will not be released to MYC. Results can be blocked from being released to MYC by:

  • A provider blocking a specific result from going to a patient.
  • Filters blocking certain types of results from being able to be released.
152
Q

What are examples of results that might never be shown in MYC?

A

Results that have not been finalized or were damaged and will not be completed.

Potentially life-changing results that would have a negative effect on the patient’s mental health.

153
Q

Let providers stop the immediate release of results to MYC.

A

It is appropriate to release results to patient as soon as possible to keep the patient in the loop about their healthcare. However, there are a few circumstances where it might make sense to stop the automatic release results to give the provider time to communicate the results to the patient.

154
Q

How can a provider add comments to a result in MYC from InBasket?

A
  • From the link in the In-Basket Message

- From within a Result Note.

155
Q

How can an administrator stop certain results from releasing to Patients?

A

By setting filter in WDF1 using the Order Management Screens.

156
Q

Messaging

A

is one of the most commonly used features of MYC.

Epic recommends that you enable messaging to

  • Nurse POols
  • PCPs
  • and Providers that the patient has seen in the past year.

Epic also recommends using - Direct Scheduling - whenever possible instead of appointment request to reduce the messages received by Scheduling staff and to make scheduling appointments
more convenient for patients.

157
Q

Customer Service Request Messages

A

This feature is recommended if you are implementing

  • Bill Payment
  • Account Summary
  • Benefits and Eligibility
  • and/or Get Medical Advice in MYC.

Allow your patients to send non-clinical queries through this feature.
Configure the system to route messages based on specific topics.

158
Q

Messaging

A

MyChart messages can also be configured to create encounters in a patient’s chart, thereby preserving information from the message as part of a patient’s medical record.

159
Q

Messaging

A

MyChart secure and protected messaging functionality allows Epic users and MYC patients to communicate with one another to relay information, ask non urgent questions, and perform actions such as prescription refills and referrals.

160
Q

Ticklers

A

Are texts, e-mail messages, or push notifications a patient receives notifying them that there is a new information in MYC.

It does not contain clinical information.

A patient should log into MYC to view that information.

161
Q

What other standard criteria can you use to filter who the patient can see on their message recipients list?

A

You can include encounter types or exclude provider types, departments, or department specialties.

162
Q

Message Routing

A

Defines which Epic users will receive the MYC message. MYC can send messages to specific users, or to In Basket pools: Groups of users in Epic.

163
Q

Message Routing

A

utilizes a hierarchy to route messages correctly and gives provider teams more flexibility in their message preferences. The hierarchy consists of three levels

  • Provider (SER)
  • Department (DEP)
  • and System (WDF)

The system stops searching when the Message Type matches to one level of this hierarchy.

164
Q

Provider Level - Message

A

The message settings table evaluate each message type line by line. The first level consulted is at the provider record level.

165
Q

MYC Routing Table behaves

A
  • The first line that matches on message type and department or rule (if defined) will be used.
  • Any line without a destination will be ignored.
  • Also, any line that has a destination of pool without a specific pool listed will be ignored.

If no line matches, the system next looks to the message bucket table.

166
Q

If you are using the bucket that catches all clinical message types, what are some message types that would be caught there?

A

Answers will vary:

Ex:

  • Medical Advice Request
  • Medication Renewal Request
167
Q

Default Clinical - Message

A

If there is no applicable bucket found and the message is clinical in nature, the ___ ___ destination & pool for clinical Message types will be used. All other messages will to the department level.

168
Q

Determining the Provider’s Department

A

To make sure that the provider still works in that department, the system checks to see if the provider still has an active schedule there. — You can use a rule to override that behavior.

169
Q

Determining the Provider’s Department - Message

A
  1. Use the patients’s first upcoming appointment with this provider.
  2. Use the patient’s most recent encounter with this provider that is in a department the provider an be scheduled in.
  3. Use the first department in the Provider’s record where they can be scheduled.
  4. Use the patient’s most recent encounter with this provider.
  5. Use the first department in the provider’s record.
170
Q

Department Level - Message

A

Once the system has determined which department record to evaluate, the department record is evaluated the same way to provider record evaluates rows, line by line.

System manager Menu > Master File Entry > Department > MyChart Routing Table.

171
Q

WDF1 - Message

A

Evaluates rows in a similar manner to the provider and department records.

MyChart System Manager Menu> Message Configuration> MyChart Message Routing

For the destination field, since a pool is the only option for the recipient, a specific pool must be entered. The default messages destination will cover the messages where no other lines matched on any other hierarchy level.

172
Q

Tickler Messages

A

Is an automated alert message sent by the system to the patient’s personal email account, mobile phone number, or as a push notification.

173
Q

Throttling period - Tickler messages types

A

This limits the number of messages a patient receives within a certain time period to ensure patients are not overwhelmed with messages if they have several MyChart updates at once.

174
Q

Tickler Messages

A

Should not contain any patient information.

Simply an alert to notify the patient that there is a new information available in MYC.

Can also be sent to proxies.

The ability to send to proxies is controlled by configuration in WDF1 as well as the ‘People Type’ in the ticklers’s HST concept record.

175
Q

A provider voices concerns that he won’t have time for the extra workload of answering patient messages from MYC. Why shouldn’t they be concerned.

A

Providers can have messages routed to a nurse pool instead of routed directly to their own In Basket.

176
Q

What does message mapping control? What does message routing control?

A

Mapping: To which folder a message is sent.

Routing: Who receives a message.

177
Q

E-Visits

A

are patient or provider initiated encounters that provider care to established patients through MYC.

____ are also asynchronous. Allowing the patients through the patient and provider to complete the documentation when it is most convenient, rather than on a set schedule.

178
Q

E-Visits Configuration

A

___ Configuration consists of making available the list of clinicians who will provider e-visits, configuring message routing so that the appropriate people receive the e-visit message, configuring the steps for the patient workflow, and configuring the correct questionnaires to be assigned.

179
Q

On-demand video

A

__ ___ visits let patients join a virtual queue to see the next available provider about an issue that doesn’t require in-person interaction.

180
Q

Route On-Demand Video Visit in Basket Messages

A

Appear in the Video Visit Folder in InBasket.

181
Q

What. are examples of features that fall under the telehealth Umbrella

A
  • E Visits
  • On-Demand Video Visits
  • MyChart as a whole.
182
Q

What does a patient need to be able to use the video visit feature?

A

The proper access point in their access class.

183
Q

Where do you set up the options a patient sees when choosing a reason for the video visit?

A

WDF, either WDF1 or in patient profile.

184
Q

Reporting for MYC

A

Is the act of generating results from data evaluated against certain criteria.

185
Q

SlicerDicer

A

is a reporting tool used when a clinician wants a

  • quick way to follow a hunch they have about their patient population.
186
Q

Reporting Workbench

A

used to report on criteria that a clinician regularly wants to know about.

It us used by both administrators and end users.

187
Q

Dashboards

A

are used to view data and track areas that are doing well and what areas might need intervention.

188
Q

Reporting Dashboards

A

makes it much easier for executives and analysts to report on MYC KPIs.

MYC statistics will be gathered and presented in one place with the ability to drill down to more detailed information.

189
Q

Dashboards

A

Clinicians can use ___ to track how they are personally doing in certain areas, as well as how their patient population is doing.

____ can contain data on:

  • Individual providers
  • entire departments
190
Q

Dashboard - Patient Experience

A

Checking on how many patients are using MyChart, what the most popular features are, and where your organization can optimize MYC in order to better serve patients. Use this reporting:

191
Q

Patient Experiences Dashboard

What are some of the levels you could choose to focus on?

A

Facility, Service Area, Department, Provider, Group, etc.

192
Q

Core Area Dashboards

A

The patient Experience Dashboard can be used to access dashboards for focus areas.

193
Q

What type of information does this dashboard display?

A

This dashboard provides information about how patients are using MYC.

194
Q

User Reports - Workbench

A

The physician dashboard provides a convenient place for Physicians to manage the care of their patients. It allows them to look for trends or keep track of chronic conditions for an entire group of patients.

This allows providers to use ___ ___ at their conveniences to run smaller reports on their patients, as well as see larger volumes of data periodically with Crystal reports.

195
Q

SlicerDicer

A

providers physician with access to self-service reporting and data exploration. this tool is an integrated part of Epic’s Cogito ergo sum Enterprise Intelligence Suite.

It is for quick and customizable access to data. ___ can also help reduce the burden on your organization’s clinical report writers.

196
Q

Health Trends

A

Providers can also view data coming from MYC using reports (LRP) that are made up of Print groups (LPG).

_____ ___ shows patient-entered data in a quick, easy to read format.

___ ____ can be populated manually by the patient, or data can be populated via a third party app, such as a Bluetooth blood pressure cuff.

197
Q

True or False: You can see report results for MYC active patients in Reporting Workbench.

A

True, by clicking Filters and selecting MYC status of activated.

198
Q

What reporting tool includes many common metrics and statistics all in one simple view

A

MYC Dashboard

199
Q

What are two ways you can interact with many MYC patients through RWB

A

Send bulk communication and place bulk orders.

200
Q

If a patient is tracking data through a third party device, for example - using a FitBit to send steps

A

Health Trends

MyChart Certification - July 2021 (2 decks)

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