Scheduling and Registration Flashcards
7 cards from real Epic Skills Assessment practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Scheduling and Registration flashcards as text
A patient calls to cancel their appointment 2 hours before the scheduled time. Which action should the scheduler take first?
Answer: Attempt to reschedule the patient before ending the call
Best practice is to offer to reschedule during the same call to maintain continuity of care and fill the open slot.
In Epic, what does the 'Bump' function allow a scheduler to do?
Answer: Move a patient's appointment to a different time slot or provider
The Bump function allows schedulers to move an existing appointment to a new time or provider without losing appointment details.
Which Epic tool allows schedulers to view all open appointment slots across multiple providers in one view?
Answer: Appointment Desk
Appointment Desk provides a consolidated view of available slots across multiple providers, facilitating efficient scheduling.
A patient presents for registration but has a different insurance card than what is on file. What is the correct workflow?
Answer: Update the coverage in Epic and verify eligibility with the new plan
The correct workflow is to update the coverage in Epic and run eligibility verification to confirm benefits before the encounter.
What is the purpose of an 'Overbook' slot in Epic scheduling?
Answer: A slot reserved for high-priority or urgent patients beyond normal capacity
Overbook slots allow providers to see additional patients beyond their normal schedule capacity, typically for urgent needs.
When adding a new patient guarantor in Epic, which field is most critical for billing purposes?
Answer: Relationship to patient and date of birth
The guarantor's relationship to the patient and date of birth are essential for accurate claims filing and financial responsibility assignment.
A scheduler receives a referral order for a specialist appointment. Which step should be completed before scheduling?
Answer: Verify the referral authorization number if required by the payer
Many insurance plans require prior authorization for specialist referrals, and scheduling without it can result in claim denial.