Provisioning Staff

Question 1

Define: Data Courier

Answer 1

Data Courier automates the process of migrating build data, making it safer and easier to manage.

Data Courier uses Community IDs (CID) to identify records, instead of the local .1 (the ID in Chronicles); this prevents issues when the .1 doesn’t match across environments.

Data Courier also uses CIDs to ensure referential integrity—migrated records will remain networked to the correct records even if those records have different local IDs in different environments.

Data Courier only works with master files that have Data Courier enabled and is designed to transmit static data, not dynamic data.

Question 2

Define: CID

Answer 2

Community IDs (CID) - The CID is unique and shared across all environments that use Data Courier

Question 3

Define: Import Spreadsheet

Question 4

Define: Data migration

Question 5

How do you create a new User (EMP) record for a member of your staff?

Answer 5

1. In Classic, create the new User (EMP) record.
2. Give the user a login and temporary password.
3. Link the User (EMP) record to an appropriate template.
4. Configure the user’s default login department.
5. Configure the In Basket classifications the user should belong to.
6. If the user provides clinical care or documents in a patient’s chart, link the User (EMP) record to their Provider (SER) record.

Question 6

User Template:
What is a template that is attached to a User record?

Answer 6

A template is another type of record in the EMP master file.
A template contains all the settings shared by a group of users with a particular job. i.w. Willow Inpatient Pharmacist

Templates allow you to assign settings based on job role, but uses also need some location-specific settings. Theses settings are configured in each individual User (EMP) record. (Most obvious is default login department)

Settings shared by all users with this template
What uses see, can do in Epic

Question 7

What type of record is needed if a clinician documents in patient charts or enters orders?

Answer 7

Provider (SER) record

Question 8

In basket classification

Answer 8

You have to assign all In Basket classifications in the individual User (EMP) record.
You can’t assign some (like “Rx All Pharmacist”) in the template and others in the User (EMP); they must all come from one place or another

Classic&raquo_space; User Security&raquo_space; In Basket Form

(Pharmacist

Question 9

What does a User (EMP) consist of?

Answer 9

• ID, password
• In basket classes

Question 10

How do you enter a license for display?

Answer 10

Text: Credentials and Certifications
Enter in License for Display field (PharmD for pharmacist)

Question 11

Define: POC, Test, Production

Answer 11

Environments:
POC - Proof-of-concept
Testing environment
Production - live environment used by end-users

Question 12

Who needs a User (EMP) record

Question 13

The purpose of User templates

Question 14

Who needs a User (EMP) record

The purpose of User templates

Who settings in a template and individual User (EMP) records interact

Why various users need different In Basket classifications

Question 15

Who needs a User (EMP) record

The purpose of User templates

Who settings in a template and individual User (EMP) records interact

Why various users need different In Basket classifications

Who needs a Provider (SER) record

Question 16

Who needs a Provider (SER) record

Question 17

What settings are made in a Provider (SER) record vs. in a User (EMP) record

Question 18

Why a Provider (SER) record is linked to a User (EMP) record

Question 19

When you might want to import records rather than build them manually

Question 20

Why you build in POC instead of Production

Question 21

The process for moving build from POC to Production

Question 22

What type of data the Data Courier can move