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Patient Data Management Flashcards

7 cards from real Epic Skills Assessment practice questions. Tap to flip, then mark Knew It or Still Learning โ€” missed cards come back until you master them.

Read the first 7 Patient Data Management flashcards as text
  1. A patient's insurance information changes mid-encounter in Epic. What must be done before submitting the claim?

    Answer: Update the coverage in the guarantor/coverage section and re-verify eligibility

    Coverage must be updated and eligibility re-verified before claim submission to prevent denials and billing errors.

  2. In Epic, what does the 'Confidential' flag on a patient record restrict?

    Answer: It limits who can access the record and may hide it from standard searches

    The Confidential flag restricts access to the patient record to authorized users only and may suppress the record from standard searches to protect sensitive information.

  3. What is 'Break the Glass' (BTG) in Epic?

    Answer: An emergency override that grants access to a restricted patient record with logging

    Break the Glass allows authorized users to access restricted records in emergencies while creating an audit log of the access.

  4. When should a provider use the 'Addendum' function rather than editing an existing note in Epic?

    Answer: After the note has been signed and additional information needs to be documented

    Addenda are added to already-signed notes to supplement or clarify documentation without altering the original signed record.

  5. A registration specialist enters an incorrect date of birth for a patient. Which Epic role typically has authority to correct demographic data errors?

    Answer: Registration or HIM staff with appropriate security access

    Demographic corrections require staff with registration or HIM security roles to ensure data integrity and compliance with identity verification policies.

  6. Which Epic feature allows patients to view portions of their medical record and communicate with their care team online?

    Answer: MyChart

    MyChart is Epic's patient portal that gives patients access to their health records, test results, and secure messaging with providers.

  7. In Epic, a 'Contact Type' of 'Office Visit' versus 'Telephone' on an encounter primarily affects what?

    Answer: The encounter type determines billing codes, workflows, and documentation templates available

    Contact type drives which billing codes apply, which clinical documentation templates are presented, and how the encounter is classified for reporting.