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| Chronicles is Epic’s database management system and is used by all Epic software applications. |
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| Can you edit data in Record Viewer? |
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| No. Record Viewer only allows you to view the information. |
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| When you document on the patient as a clinician, is the data you are entering a value or an item? |
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| A value. The items that a record contains are controlled by Epic. The information that stored for an item is a value. |
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| How do you look up a record using Record Viewer? |
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| What is the structure and organization of Chronicles? |
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| A report is a collection of individual what? |
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| Where can you look up and view samples of Epic-released print groups? |
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| Describe how to view the names and ID numbers of print groups in Hyperspace when logged in as an end user. |
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| Epic Button > Help > Session Information Report > click Show Report and Print Group IDs. |
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| If you need to build a report that is similar to another one, what is the fastest approach? |
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| Duplicate the report and edit the duplicate. |
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| True or False: Administrators in charge of editing master file records can only do so from Clinical Administration menus. |
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| False. Some master files may be accessed and edited from Hyperspace. |
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| How can you quickly exit a record from any screen? |
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| How do you see help text in Clinical Administration? How do you leave the help text? |
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| Press Shift+F5 to open, and press Enter when done. |
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| How do you log in to Clinical Administration? |
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| How do you Navigate menus? |
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| How do you Navigate within records? |
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| How do you set up end users to see reports? |
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| How do you search for print groups? |
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| What are the benefits of looking for print groups in the Data Handbook on the UserWeb? |
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| True or False: Any profile record can be linked at any level in the hierarchy. |
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| Pharmacists, pharmacy techs, and pharmacy managers all work in the same department, but each have different security classes. The pharmacists and the pharmacy techs use the same Summary reports. The pharmacy managers need an additional set of reports. At which level of profile should you configure the Summary reports for each of these groups of users? |
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| Because they all share a login department, the pharmacists and the pharmacy techs can get their reports from a department-level profile. The pharmacy managers should get their reports from a security-level profile. |
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| How can you define the default report buttons that appear for an end user in the SnapShot activity? |
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| List the reports that should be default buttons in the Startup Buttons field on the Patient Summary screen in the profile. |
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| True or False: The profile controls access to activities in Hyperspace. |
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| False – security controls access to activities |
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| You log in and are affected by two profiles, a department level and a System Definitions level. When the two have competing values, which values override which? |
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| The more specific level profile settings will override the more general. The Department-level profile’s values would trump the System Definitions-level profile’s values. |
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| What is the maximum number of profiles that can contribute to your compiled profile? |
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| True or False: You are limited to a single set of outpatient and a single set of inpatient orders preference list in any given profile record. |
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| Perform the following task: Identify which profiles make a user's compiled profile. |
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| Make sure you can perform the following: Identify which values a user's compiled profile contains. |
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| Explain how a profile affects Chart Review, reports, and preference lists. |
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| Explain how profiles interact with each other to create a compiled profile. |
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| Explain the basic principles of compiled profile configuration. |
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| Explain how you determine where to build and link profiles based on knowledge of the profile hierarchy. |
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| True or False: To create a navigator, you work in the following master files: Section, Topic, and Template. |
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| False. All three of these are different types of records in one master file, LVN. |
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| Fill in the blank: A navigator topic record holds navigator __________ records. |
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| True or False: A Navigator template record can be linked to more than one topic record. |
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| If you type a caption of ‘Charting’ into a Navigator topic record, who will see that in Hyperspace, and in what place will they see it? |
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| It is what the end user sees as the display text in the table of contents for the navigator |
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| How would you build a Navigator topic? |
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| How would you build a Navigator template? |
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| Fully explain the relationship between navigator sections, topics, and templates. |
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| Explain how navigators are assigned with Workflow Engine Rules. |
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| Where do you link to a Workflow Engine rule? |
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| How does the system know which Workflow Engine rule to use? |
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| The Workflow Engine rule linked to the most specific level in the profile hierarchy is the rule that will be consulted. |
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| What are three aspects of a patient encounter that can be altered based on a rule match? |
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| Answers will vary. Some include: Override or Append More Activities menu, Change default activity when a workspace opens, Change available navigators. |
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| True or False. If the patient encounter does not match conditions in a Workflow Engine rule, the system looks for a rule in the next level of the profile hierarchy. |
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| False. Settings found in the role and compiled profile for the patient encounter will be used. The system will not look for additional Workflow Engine rules at other levels in the profile hierarchy. |
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| True or False. Once a rule matches on conditions and carries out directives, the system always keeps looking for more conditions to evaluate. |
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| False. The system will only continue evaluating the rule if the first set of directives specifies “continue afterwards. |
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| Workflow Engine Rule Editor |
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| How do you read a Workflow Engine Rule? |
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| How do you determine which directives in a rule will be carried out? |
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| How do you edit a rule in the Workflow Engine Rule Editor? |
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| What is the relationship between Workflow Engine rules and profiles? |
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| How does the Workflow Engine evaluate properties? |
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| Who or what needs a user record? |
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| Everyone at your organization who logs in to Epic needs a user record. |
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| True or False: You can link a user to multiple linkable templates. |
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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. |
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What are some settings you must make in an individual user record
which cannot be set with linkable templates? |
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| Default login department, link to templates, ID/password information |
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Give an example of someone who would need a provider record but
NOT a user record. Explain why. |
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A physician in your community who gets referrals from your physicians,
but who does not have access to log in to your Epic system. |
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Why do MRI machines and classrooms need to have records in the
Provider master file? |
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| The MRI machines and classrooms are scheduled resources. |
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True or False: In the provider record, you can link to the corresponding
user record or a user template. |
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False. The linking is established in the user record. Multiple users may
not be linked to the same provider record. |
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| How do you find a user record in Hyperspace? |
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| How do you change and/or expire a user's password? |
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| How do you give a user a default login department? |
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| How do you assign a linkable template to a user? |
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| How do you test that you built a user record correctly? |
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| How do you find and navigate a provider record in Clinical Administration? |
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| How do you link a user and provider record? |
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| What are the advantages of linking a user to a template? |
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| What are the advantages of linking a user to more than one template? |
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| Differentiate between user-specific settings and user template settings. |
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| Who(or what) needs a provider record? |
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| Who needs both a user and provider record? |
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| Differentiate between provider-based versus user-based settings. |
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| What function does security perform in Epic? |
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| Security controls access to functionality— what a user is or is not allowed to do in the system. |
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| Explain the difference between a security class and a security point. |
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| A security point grants access to a single piece of functionality; it’s like a key. A security class is a collection of security points, like a key ring. Users are linked to security classes either directly or via a template; users are not linked directly to security points. |
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| Which three security classes does every user need? |
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| In Basket, Shared, and Reporting Workbench |
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| Which type of security controls access to hospital functionality, like the MAR and Doc Flowsheets? |
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| Your organization wants its hospital charge nurses to have administrative access to the Patient List activity (Inpatient security point 1 – Patient List Administrator). Otherwise, their access should be the same as that of other inpatient nurses (who use the IP NURSE Inpatient security class). How would you efficiently take care of this need? |
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| Duplicate the IP NURSE Inpatient security class, and call the duplicate something like IP CHARGE NURSE. Add to the duplicate the desired security point. Link all of the charge nurses’ user records (or a charge nurse user template) to this duplicate security class. |
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| Foundation security class |
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| Point out elements of Hyperspace that are controlled by security. |
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| Give examples of security points and the types of security classes on which they are available |
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| Analyze whether an existing security class will meet the needs of a group of users. |
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| How do you edit a security class? |
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| How do you duplicate a security class? |
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| How do you find more information about what any given security point controls? |
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| How do you find paths to edit security classes? |
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| How do you assign a security class to a user? |
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| Explain: The effect a user’s security has on Hyperspace. |
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| Explain: The relationship between security points and security classes. |
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| Explain: The difference between various types of security classes. |
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| Why a user would need multiple types of security classes? |
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| Explain: The value of using Foundation security classes as a starting point. |
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| What function does the Role record perform in Epic? |
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| A role record determines the layout and ground rules of Hyperspace. |
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| Name two things that are defined by your role record. |
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| Roles define your default Startup Activity, the Hyperspace toolbar, options under the Epic button, the maximum number of workspaces a user can have open, automatic timeout settings, and whether your user’s last login department will default the next time she logs in. |
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| Explain the difference between role and security. |
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| Security determines a user’s access to functionality. Role determines where that functionality will appear for a user in Hyperspace. |
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| Point out elements of Hyperspace that are controlled by a role. |
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| Give examples of settings controlled by a role. |
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| Identify the descriptor of an activity in Hyperspace. |
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| Explain: The effect a user’s role has on Hyperspace. |
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| Explain: The difference between what security impacts and what a role impacts. |
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| Explain: The difference between what security impacts and what a role impacts. |
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| What information do you need to access a list in the Category List Maintenance activity? |
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| You need the INI and item number. |
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| When you delete a category value, what happens in addition to making that value no longer available as a choice on the category list? |
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| Any records that had items pointing to that particular value now appear value-less (empty) but a pointer remains. |
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| You’re working in the Category List Maintenance activity and see this message: “Release Range: All Categories”. What does that mean? |
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| It means that the category list is a system (Epic controlled) list, so it is uneditable. |
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| Types of Category lists: system, extendible, customer. |
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| Parts of a category value: title, abbreviation, synonym, ID number, and what? |
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| Look up the address of a category list in Hyperspace and Clinical Administration. |
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| Add a single value to a category list. |
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| Recognize when the Category List Maintenance activity is telling you that a category list: is uneditable or editable. |
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| Recognize when the Category List Maintenance activity is prompting you to use another address to access the desired category list. |
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| Explain: Why a category list might have two addresses. |
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| Explain: Deleting versus deactivating a value on a category list. |
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| Explain: Why some lists are Epic-controlled, while others may be extendible or customer-controlled. |
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| A file folder in a drawer |
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| A question on a paper form. |
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| The answer to a question on the paper form. |
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| All of the information that you enter in Hyperspace is stored in ___________ , Epic's database management system. |
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| A _________ is a date specific snapshot of the data within a record. |
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| Each ________stores all of the data about one type of thing. |
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| An ____________is a discrete field within record. |
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| Each _____________ stores information about one specific entity in the master file. |
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| A ________________ is the data that is stored in an item. |
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| What part of Chronicles does the INI field represent? |
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| What part of Chronicles does the ID field represent? |
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| What part of Chronicles do the numbers on the left of Record Viewer represent? |
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| What part of Chronicles does the information on the right of Record Viewer represent? |
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| Using the terminology we’ve covered for Chronicles, "Earle, Richard" is the name of the _____________ that is being viewed in the screen shot above. |
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| The Reason for Visit part of the report is an example of one what? |
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| "Diabetes mellitus," is an example of a corresponding what to item, "Reason for Visit?" |
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| The values entered in the items on this form are specific to this one office visit. An office visit is an example of which part of Chronicles data structure? |
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| Keystroke Commands: Return to the Clinical Administration menu from a master file prompt. |
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| Keystroke Commands: Return to the Clinical Administration menu from a menu prompt. |
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| Keystroke Commands: Return to the previous menu. |
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| Keystroke Commands: Go to the next screen within a record. |
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