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. Practice with the free Epic Skills Assessment practice test on PracticeTestGeeks (850+ questions with answer explanations).
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.
For a fuller set of questions on this topic, see our sphinx assessment resource.
Facts verified Oct 20, 2026 against Epic Systems Corporation. Dates that have passed are removed automatically.
Interactive Epic Skills Assessment resources on PracticeTestGeeks, free to start:
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.
| Pros | Cons |
|---|---|
| Validates your knowledge and skills objectively | Study materials can be expensive |
| Increases job market competitiveness | Exam anxiety can affect performance |
| Provides structured learning goals | Requires dedicated preparation time |
| Networking opportunities with other certified professionals | Retake fees apply if you don't pass |
Try these questions from our free Epic Skills Assessment practice tests. The correct answer and an explanation follow each question.
Which report type in Epic is most appropriate for a one-time data analysis that doesn't need to be scheduled or shared?
Answer: A. Ad hoc report run from Reporting Workbench
Reporting Workbench supports ad hoc analysis that can be run on demand without scheduling or publishing infrastructure.
What is a 'transition of care document' (C-CDA) and when is it transmitted?
Answer: A. A standardized, structured clinical document (HL7 C-CDA format) containing essential patient information transmitted when care transitions between settings or providers
The Consolidated Clinical Document Architecture (C-CDA) is a structured XML document containing key patient data (problems, medications, allergies, results, notes). It is transmitted at transitions of care (discharge, referral, care summary) to support continuity.
When conducting a workflow analysis for a specialty clinic transitioning to Epic, which stakeholder input is MOST critical during the design phase?
Answer: B. End users who perform the day-to-day tasks within the workflow being analyzed
End users have firsthand knowledge of workflow nuances, exceptions, and pain points that analysts and managers may not be aware of.
What is the recommended practice when handling Epic API integrations using FHIR R4 resources?
Answer: A. Use Epic's published FHIR endpoints and conform to their supported resource profiles
Epic supports FHIR R4 with published endpoints and specific resource profiles, and developers must conform to these supported profiles for reliable integrations.
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For a fuller set of questions on this topic, see our epic systems skills assessment resource.
For a fuller set of questions on this topic, see our epic skills assessment project manager reddit resource.