Release of Information Funds

Question 1

Provide examples of three ways that clerks can release patient information.

Answer 1

Print, Fax, Save to File, Release to Inspector, Release to EpicCare Link, Release to MyChart, and Batch Release.

Question 2

When recording a release request, what fields work together to indicate the reason for the release request? What is the purpose of each field?

Answer 2

Release type - captures the general reason for a request. It also drives
billing defaults, mirroring needs for billing specialization more so than
need to capture the reason for request.

Purpose - captures the specific reason for a request and is often used to
satisfy reporting needs and requirements.

Question 3

The fee schedule is driven off of three criteria. Name them.

Answer 3

Release type, requester, chart type

Question 4

An authorization is frequently required to disclose patient information. If a release authorization is invalid, what is the typical workflow for the ROI clerk?

Answer 4

Mark the release status as On Hold with reason of Incomplete Authorization. Send a letter to the requester informing them of the invalid authorization and the requirements for receiving the requested
information.

Question 5

The _____________________ provides a record of all of the actions taken on a release, including status updates, print job submissions and documentation of authorization.

Answer 5

Audit Trail

Question 6

Which three activities may ROI clerks use to post a payment for a release?

Answer 6

Release Information navigator (Billing section); ROI Billing workqueue; Post Payments activity

Question 7

True or False? ROI clerks use Quick Disclosure to fulfill common release requests.

Answer 7

False. Clinicians on the floor use Quick Disclosure to capture information released to patients or patient proxies outside of the HIM department.

ROI clerks use release templates to enter common release requests.

Question 8

True or False? The ROI Inspector workflow allows access to the entire patient chart.

Answer 8

False. The ROI Inspector workflow grants access only to the specific information released by the ROI clerk.

Question 9

What is a release template?

Answer 9

Release templates improve workflow efficiency by defaulting values for common requests within the release request workflow.

Question 10

True or False? You must individually add patients to a batch while using the Batch Release activity.

Answer 10

False. You can use a Reporting Workbench report to add multiple patients to a batch based on certain criteria.

Question 11

_______________________, a field in the Release section of the Release Information navigator, can drive the legal medical record reports that display by default in the _______________________ section of the Release Information navigator. This improves ROI
clerks’ productivity and helps ensure the consistency of your designated record set.

Answer 11

Info Requested; Electronic

Question 12

Release requests for unknown patients display with three visible differences within the Release Information navigator. List them.

Answer 12

Patient name displays in yellow as a visual cue in the patient header, the Unknown Patient section appears in the Release Information navigator to capture all known information about the patient, and the Medical Records topic of the Release Information navigator is unavailable to select hardcopy or electronic records until the patient is properly identified.

Question 13

What information are users required to provide when logging in to review patient information as the ROI Inspector?

Answer 13

Inspector key; Name; Organization

Question 14

True or False? Epic can automatically save an electronic copy of patient records upon release.

Answer 14

True. Patient Summary Extracts may be created automatically based on release type as well as various system events.

Question 15

____________________________ document additional alerts regarding disclosure of patient information. They may be specific to a patient or even an encounter.

Answer 15

Release Restrictions

Question 16

Where can you find an electronic copy of a patient chart as it existed at the time of the chart’s legal lock-up?

Answer 16

Chart Review > Pat Sum Extracts tab

Question 17

True or False? You can scan paper authorization forms directly within the Release Information navigator.

Answer 17

True. You can scan directly within the Release Information navigator via the Authorization section > New Authorization > Add Scan.

Question 18

Who are the most common users of EpicCare Link?

Answer 18

External or unaffiliated physicians, referring physicians, common requesters, and others.

Question 19

There are two components of the workflow to place a chart into legal lock up. Provide both steps and explain why both are needed.

Answer 19

Save a copy of the electronic chart: ROI staff must save a copy of the electronic chart in order to create a copy of the chart as it existed upon lock up. Copies of charts are saved as Patient Summary Extracts.

Document a Patient FYI flag of Legal Lock Up: ROI staff must document a Patient FYI flag of type Legal Review in order to trigger Break-the- Glass. Break-the-Glass requires users to provide a reason and provide
their password in order to access a restricted patient chart. This helps preserve the electronic chart as it existed upon legal lock up. It also alerts appropriate staff each time a user breaks the glass.

Question 20

When printing an invoice for a release, the ROI clerk clicks the button Send Bill. Identify all five changes initiated by this button.

Answer 20

Clicking Send Bill updates the billing status to Bill Sent, assigns an invoice number to the release, documents the date the release was billed, marks the billing section of the release as read-only and makes other options available such as Write-Off.