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
Which Epic report helps a scheduling supervisor identify gaps in a provider's schedule?
Answer: Appointment Utilization Report
The Appointment Utilization Report shows how effectively a provider's schedule is filled, helping supervisors identify patterns of underuse.
When a patient checks in for their appointment, which Epic status change occurs?
Answer: Scheduled → Arrived
When a patient checks in, their appointment status changes from 'Scheduled' to 'Arrived,' signaling the care team that the patient is on-site.
A provider template is modified to reduce appointment slots due to a half-day absence. Which tool in Epic is used to make this change?
Answer: Template Exceptions
Template Exceptions in Epic allow schedulers to modify a provider's standard template for specific dates without permanently altering the recurring template.
What is the purpose of collecting a patient's 'Advance Directive' status during registration?
Answer: To document whether the patient has legal healthcare directives on file
Documenting advance directive status at registration ensures the care team is aware of any existing legal instructions for the patient's medical care.
In Epic, a 'Hold' placed on a schedule block prevents scheduling for what reason?
Answer: The block is reserved for a specific visit type or priority patient
Schedule holds are used to reserve blocks for specific purposes, such as urgent patients, procedure slots, or high-priority visit types.
Which of the following is NOT typically verified during the patient registration process?
Answer: Patient's credit score
Credit scores are not part of the standard Epic registration workflow; registration focuses on demographics, insurance, and clinical identifiers.
A patient is calling to schedule but reports they recently moved to a new address. At what point in the encounter workflow should the address be updated?
Answer: During the scheduling or pre-registration call
Updating demographic information such as address at the time of scheduling or pre-registration ensures accuracy for correspondence and billing before the visit occurs.