The Epic Skills Assessment evaluates your ability to navigate and use the Epic electronic health record (EHR) system in a clinical or administrative setting. Employers use it to verify that candidates can perform real-world tasks without requiring extended on-the-job training. This free printable PDF lets you review key workflows and practice exam-style questions before your assessment.
The assessment spans five core functional areas that healthcare organizations rely on every day. Mastering each domain is essential for passing at the Proficiency or Certification level.
This domain tests your ability to enter and verify patient demographics accurately, confirm insurance eligibility, and manage appointment scheduling workflows. Questions cover how to resolve duplicate patient records, complete pre-registration tasks, and use scheduling templates and wait lists correctly.
You will be assessed on chart note creation, provider order entry, medication reconciliation across care transitions, and maintaining an accurate problem list. The exam expects you to know where each type of documentation lives within the Epic chart and how to correct documentation errors using the appropriate channels.
Epic proficiency depends heavily on efficient navigation. The assessment tests your knowledge of SmartPhrases and SmartText for documentation speed, In-Basket management for provider messages and results, and the Reporting Workbench for generating standard and custom reports. Knowing keyboard shortcuts and context-menu options also distinguishes high scorers.
Billing questions cover charge capture at the point of care, the claim submission process, and how to work denial queues in Epic. Candidates are expected to understand how a charge flows from the clinical encounter through coding review to payer submission, and how to identify claim edits that require correction before submission.
Epic defines two formal recognition levels. Proficiency indicates the user can perform standard tasks independently. Epic Certification requires passing a proctored module exam and completing hands-on build validation, and it is typically required for analysts and trainers who configure and support the system. Understanding what each level demands helps you target the right study depth for your role.
Work through the practice questions in a timed sitting to simulate assessment conditions. After completing each section, review the answer explanations and map any errors back to the relevant Epic module. If you have sandbox access to an Epic training environment, open the corresponding workflow and practice the task hands-on — kinesthetic repetition accelerates recall for navigation-heavy topics like In-Basket management and Reporting Workbench.
Pay particular attention to billing workflow questions, as charge capture and denial management processes vary by organization but the underlying Epic mechanics are consistent. Focus your review on the canonical Epic workflow, not any site-specific customization you may have encountered in previous roles.
The most common mistake candidates make is confusing module names and menu locations across different Epic application areas. Build a reference sheet that maps each task to its Epic application (Cadence for scheduling, Prelude for registration, Resolute for billing) so that question stems immediately orient you to the right part of the system.
For documentation questions, remember that Epic enforces a strict hierarchy: orders require cosign authority at the appropriate provider level, and corrections to signed notes follow the addendum-not-delete rule. These procedural details appear frequently on skills assessments and distinguish candidates with real Epic experience from those who have only received classroom training.
If your target role is Epic analyst or trainer, invest extra time studying the Certification requirements — the proctored exam component tests build and configuration knowledge well beyond end-user proficiency, including security class setup and workqueue management.