Prerequisite Workbook - MyChart Flashcards
Why would the activation code be in an After Visit Summary?
Every patient is required to be sent home with an After Visit Summary. Putting an activation code on the AVS ensures that every patient will be sent home with an activation code.
Summon this activation code by typing
.mycact
activity to invalidate Doug’s code
MyChart Administration
What is the purpose of an activation code?
To supply a unique piece of information used to validate the patient’s identity.
You are working at the front desk and receive a call from a patient who has deactivated their account by logging in with the wrong password too many times. Where would you look in Hyperspace to reactivate the account?
MyChart Administration activity
Why might you choose to hide some diagnoses from the patient in MyChart?
Some diagnoses that may be life altering or are considered sensitive, and could cause the patient unnecessary stress to have it showing in their record. What diagnoses (if any) should be hidden from the patient in MyChart will be a decision your organization will make based on your patient population.
What is My Conditions?
My Conditions is a feature that allows patients to track information (medications, test results, goals, etc.) related to certain chronic illnesses, such as diabetes, COPD, CHF, and a few others.
When patients view the Preventive Care feature in MyChart, that same information is available to providers in which Hyperspace activity?
Health Maintenance
How can providers control what diagnoses on the problem list appear to patients in MyChart?
Providers can check or uncheck “Share with Patient” to determine if the condition should show up in MyChart or not.
The financially and legally responsible party. Typically refers to the patient, or one who is financially responsible for their medical bills, such as parent, guardian, or employer.
Guarantor
The insurance company, aka the payor, and the details of the benefit plan information. For example, insurance company Bravo Insurance (payor) offers Bravo Gold (plan) to insured members. Bravo Gold covers office visits at 80% of the billed amount.
Coverage
The person whose name is on the insurance plan.
Subscriber
A person covered on the insurance plan. The subscriber would also be a member of their own insurance plan
Member
records contain patient demographics; patient demographics are not to be confused with billing demographics, which are stored in the guarantor account.
Patient (EPT)
EPT
Patient
records store information concerning the person responsible for the self-pay portion of the visit. It stores all of the information about charges, payments, adjustments, billing demographics, as well as claim and statement history.
Guarantor account (EAR)
EAR
Gaurantor
records store information about the patient’s payor and plan, with details such as effective dates for the coverage, and subscriber demographics.
Coverage (CVG)
CVG
Coverage
the Batch Scheduler
Epic’s billing systems generate patient statements, using a scheduling utility
What options does Eric have for paying his bills?
Pay now or set up a payment plan
If Eric is having trouble with his finances, what can he do from this page to get help?
Manage financial assistance
If Eric has questions regarding his account, what can he do from this page to have the question answered?
Click on “Contact customer service”
What are two benefits of using paperless billing?
It will make managing your accounts easy, and help the environment!
Paperless billing provides access to statements for how long in the past?
18 months
When will patients enrolled in this feature receive emails related to billing?
When your statement is available for viewing online.
Hover your mouse over the icon to read more information about paperless billing. When is an example of a case where patients enrolled in paperless billing might still get a paper statement?
If your account is overdue for payment
If Eric needs to make changes to his notifications, where could he do this?
The Notification Settings page.
What icon tells Eric he is enrolled in paperless billing?
The green leaf.
If Eric wanted to go back to paper statements, how could he do that?
Click on “cancel paperless billing.”
What are the benefits of paperless billing?
The patient no longer has to worry about a bill getting lost in the mail. A patient also does not have to pay by check anymore. The organization has to pay for fewer billing supplies (printing, envelopes, shipping costs, etc.).
Can a patient decide to go back to receiving paper bills if they don’t want paperless billing anymore?
Yes, a patient can opt out of paper billing after they have opted in.
requires a license for Cadence, Epic’s scheduling application.
Direct Scheduling
A provider or scheduler sends a message in MyChart that includes the appointment request.
Schedule From a message
The system generates an appointment request based on the order.
Schedule From an order automatically
A scheduler or other user releases the appointment request from Appointment Desk on an ad hoc basis.
Schedule Manually
What methods are available for patients to schedule appointments?
Direct scheduling, request an appointment, or ticket scheduling
True or False: A patient can only schedule appointments for themselves.
False, you can also schedule appointments for people you have proxy access to.
Who chooses the final date and time of the appointment when using direct scheduling?
The patient
Who chooses the final date and time of the appointment when requesting an appointment?
The scheduling/registration staff
Is an appointment scheduled when registering for a delivery?
No, because you don’t know exactly when the baby will arrive. There is an encounter created in preparation for the delivery when it does happen.
What are two ways you can tell that you are in another person’s chart?
Michelle’s cards are brought to the top, the menu is now called “Shelly’s menu,” her name displays first, the color of the menu and features all change to the color you chose for Michelle.
What feature are you taken to, and whose information are you seeing?
Medications, you are seeing Kristi’s medications.
What is a proxy user able to configure in a subject’s chart?
Photo, nickname, and color of the account/menus
True or False: If Kristi is viewing Michelle’s allergy information and then goes back to her own MyChart, she will be brought back to the home page.
False, she will be kept in the same feature.
What are two fields on the form in which an end user can enter a date?
Delay sending until and Notify me if not read by
What can you attach to this message?
Attachments (word docs, PDFs, etc), appointment templates (to have patients schedule an appointment), general questionnaires or history questionnaires.
What is the name of the folder that contains Harold’s message?
Pt CRM Request.
Instantly approve the prescription request without adding additional documentation.
Approve All
Make changes to the prescription before approving. For example, approving only one of multiple medications in a message or changing the number of refills in a prescription.
Edit Rx
Instantly reject the prescription request without adding additional documentation and route the request to another user. For example, send it to support staff so they can contact the patient to explain why the request was denied.
Refuse and Route
Add documentation to the refill encounter, using the navigator that our nurse used earlier. This option is useful for complex medication requests.
Encounter
What types of messages can a Hyperspace user see in this activity?
Messages that are sent to and from the patient. Messages about the patient sent between staff will not show here.
Is the message that was routed from your nurse to your provider about Harold’s refill viewable in the Patient Message Review activity?
No
Can you see what messages other staff have sent to Harold?
Yes
Are providers able to review past messages that have been sent to the patient?
Yes, the provider can review past messages in Chart Review.
What is a type of message that a patient might send?
Answers will vary. Examples: Medical advice request, refill request, customer service comment.
Nurse Marie receives a message from Lois asking for a refill of her Dilantin prescription. What does Nurse Marie have to do to route this request to Lois’s PCP for approval? Choose ALL answers that apply.
A.) Click Renewal in the Rx Refill Request folder toolbar.
B.) Exit the patient workspace.
C.) Use the Routing section of the navigator to send a message to the provider.
D.) Sign the orders.
Correct answer:
A, B, C
What is the difference between an e-visit and a video visit?
An e-visit is asynchronous. The provider and patient communicate via messages and questionnaires. A video visit involved a camera and the provider and patient must participate at the same time.
What are some tools that fall under the telehealth umbrella?
Answers will vary, but may include: video visits, e-visits, patient entered- flowsheets, MyChart, phone calls, etc.
What is the name of Epic Database
Chronicles
What is Chronicles
Epic Database
Where do they store data?
Chronicles
What is in Chronicles
- All Data Stored
- Filing Cabinet
- Information System
- Epic’s Database Management System
- Stores all information
CRM
Customer Relationship Management
EPM
Payer
INI
Initials
EPT
Patient
EDG
Diagnosis
SER
Provider
Masterfile
A storage identity / entity in chronicles used to to organize a particular type of record. AKA INI
Which information does not change over time?
DOB
HIP
Location
HIP
Health Information Pool
Record
Specific Individual - Master File
Specific Information recorded for an item
Value
Tracks info overtime
Contact
Storage Entity = INI
Masterfile
To track. Useful for the system
Item Number
Readable for people
Item Title
Unique Identifier
.1
Helps to identify the record
.2
Free text, numbers, or punctuation
Strings
+ and/or -, and decimals numbers, franctionals
Numeric
Start Date
Date - December 31, 1840
Time of Day or Hour
Time
Predefined list that limits what value a user can choose
Category
When an item’s values refer to other records
Networking
What kind of data is stored?
Data Type
How an item’s value changes overtime
Add Type
How many values an items can store
Response Time
Used efficiency/efficiently search for certain items
Indexing
Data Source
- Reporting Workbench
- Slicer Dicer
- Metrics
Epic Data Source
- Chronicles
- Clarity
- Caboodle
Real-time Data Source
Chronicles
Data Store “Heavy”
Clarity
How to create a patient encounter
Epic > Encounter > Pt. Look-up > Select Pt. > New > Office Visit > OK
Epic tool for making documentation faster. Also, generate an activation code for a user before pulling it into the other template.
Smartlinks
Smartlink for manual notes
.mycact
- Initiative in healthcare to share clinician’s note with patient.
Open Notes
Provie PT.s with more detailed information about their case.
Open Notes
Increase Transparency
Open Notes
Allow patients to participates documentation
Open Notes
Embedded a notes print group in your MyChart AVC.
Best Practice
Update test at the top of the past visits page.
Best Practice
Create an override for the AVS tickler to tell patient when they have OpenNotes available.
Best Practice
Quick Link (Create Link) to allow patients to access the past visit.
Best Practice
Has an option to share or not to share notes in MyChart
Open Notes. - Default sharing.
Empowers your patients by providing them with more education about the information they see in their medical record
Content Linking
Achieved the meaningful objective - Patient Education
Content Linking
What is the Health Maintenance equivalent in MyChart
Preventive Care
What are the items under Health Maintenance in Hyperspace?
Current Care Gaps, Upcoming, Completed, or No Longer Required
What are the items under Preventive Care in MyChart?
Due, Overdue, Not Due
If the patient received immunization from another facility, they can mark as complete. True or False?
True
Why might you choose to hide some diagnosis from the patient in MyChart?
Considered sensitive or can cause stress to the patient further.
Visit Records - What three actions can a patient take or a single visit summary?
View, Download, and Send
Can a patient view multiple summaries at once?
Yes
Options does a patient have for viewing multiple visit/summaries?
Choosing Date Range and All Visits
Benefits of paying bills through MyChart
- Quick and easy
- Paperless Billing
- Saves organization to mail out statement
Financially and legally responsible party
Guarantor
Insurance company, payer, and details of the benefit plan.
Coverage
The person who is in the insurance plan
Subscriber
A person who is covered on the insurance plan. Also subscriber.
Member
Records contains demographics.
Patient
Records store information responsible for the self-pay portion of the visit.
Guarantor
Records store information about the patient’s payer and plan, with details such as effective dates and coverage.
Coverage
CVG
Coverage
Creates a printer paper copy of the statement or electronic file and send it to a 3rd party statement vendor.
Batch Scheduler
Epic’s Billing Systems
Batch Scheduler
Enrolling in Paperless Billing
Menu > Billing Summary > Paperless Billing Summary.
Enrolled in paperless but will receive a statement.
Account Overdues
How to change notifications?
Notification Setting Page.
How to go back in Paper Statements?
Cancel Paperless Billing.
Why it is important to do scheduling over MyChart?
- Ability to schedule quickly and when it is more convenient to them.
- Saves your scheduling staff time.
3 Methods Appointments
- ) Directly schedule their own appointment.
- ) Request an appointment time.
- ) Epic user makes the appointment or receives a digital ticket to schedule a specific appt.
Advantages of Direct Scheduling
- Allows patients
- Choose a location and provider
- List of available times
- Schedule an appointment of their own.
Direct Scheduling requires a license for:
Cadance
Do not require a license for Cadance
Appointment Requests
3 Ticket Scheduling
- ) From a Message
- ) From an Order Automatically
- ) Manually
A scheduler or other user releases the appts. desk on and ad hoc basis.
Schedule Manually
The system generates an appointment request based on the order.
From an Order Automatically.
A provider or schedule sends a message in MyChart
From a message
Order a procedure that will trigger a scheduling ticket automatically
Handing out a scheduling ticket.
Link between patient charts
Proxy Access
Parents use proxy access their children’s accounts so they can schedule:
- Appointments
- Check Immunizations
- Re-order Medications
- Coordinate other health-related information
Older Parent or Relative. -Proxy Access
To help monitor medications or appointments
Three ways to customize your subject’s record as well as your own?
- Nickname
- Color Scheme
- Photo
Organizations can limit feauture available to proxies when viewing a subject’s chart
May less access to a teenager’s information.
Allows proxies, subjects, and Epic users to send messages and limit other access to see the message and replies.
Confidential Messaging
Also select confidentiality setting for
Epic Users
Epic users also select the confidentiality settings for Secure patient messages by selecting the ____ button.
Edit Viewers
This workflow custom reports to MyChart Administrators via InBasket to look at patient’s request.
Granting access from MyChart.
Parents can request to a minor’s record
Granting Access from MyChart.
Advantages of Messaging
- Patient can communicate quickly without the need of the phone.
- Organizations will configure the system to send the message to a pool of support staff to be addressed.
Tickler Message = Notifications
Communication Preference
What are the two fields on the form in which an end user can enter a date?
- ) Delay sending until.
2. ) Notify me if not ready by.
What can you attach to this message?
a. ) Attachment
b. ) Appointment Templates
c. ) General Questionnaire
d. ) Hx Questionnaire
What are the MyChart Followup Messages?
- MyChart Question
- Prescription Refill Request
What is CRM?
Customer Relationship Management
Instantly approve without adding documentation
Approve All
Make changes on the prescription before approving. Ex. Change Refills
Edit Rx
Instantly reject the prescription without adding documentation. Sent support so they can contact the patient why was denied.
Refuse and Route
Add documentation to the refill encounter. This option is useful for complex medical requests
Encounter.
What is the name of the folder when a patient needs support?
Pt. CRM Message - CustomerRelationship Management
How to view historical exchange of messages per patient?
Patient Message Review
What type of messages can a Hyperspace user see in this activity? (Patient Message Review)
- Message sent to
- Message Sent From
Under Patient Message Review - Messages about the patient sent between staff will not show here. True or False?
True
Telehealth Advantages
- Provider health services remotely
- Video Visits
- E-Visits
- Telephone Visits/Phone Calls
_____ is similar to telehealth.
Telemedicine
Focuses on clinical services provided only.
Telemedicine.
Why do you use Telehealth?
- All health related services
- Use for rural locations
- Integral. ex. COVID 19
___ - Provide care to ____ patients through MyChart.
E-Visit and Established
E-Visits are:
Asynchronous
What is an Asynchronous?
A patient completes their documentation at one time. and Provider can complete their own workflow at another time.
E-Visits are initiated by:
A provider or a patient.
E-Visits verify the information:
Current medications, demographics, and fill questionnaires.
Provider responds to an E-Visit. Clinician can:
- Place orders
- Update the patient’s chart.
- Write Notes
- Generate charges within the E-visit navigator.
Images and videos sent by the patient along with the e-visit are available for the clinician to view:
Visit Median (section)
RNs can review first before sending it to the provider - E-visit
Depends on the configuration
Is an outpatient encounter in which a clinician interacts with a patient or physicians remotely. Through live video and audio and documents on the patient’s chart like a regular office visit.
Video Visit
Ways to conduct video visits with clinicians or patients remotely:
- Hyperspace
- Haiku on IOS Device
- Canto
- MyChart mobile app with Clinicians - Epicarelink
