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 feature automatically checks a patient's insurance eligibility at the time of scheduling?
Answer: Real-Time Eligibility (RTE)
Real-Time Eligibility (RTE) connects to payers in real time to verify a patient's active coverage and benefits during the scheduling or registration workflow.
A patient's appointment shows a 'Scheduling Hold' alert. What does this typically indicate?
Answer: The patient has an outstanding balance or account restriction
Scheduling holds are often placed on patient accounts due to outstanding balances or compliance requirements that must be resolved before scheduling.
In Epic, what is the function of a 'Recall' record?
Answer: It tracks when a patient should return for a future appointment
A Recall record in Epic is used to track and manage patients who need to return for follow-up care at a future date, generating outreach when due.
Which scheduling action should be taken when a patient fails to arrive for their appointment?
Answer: Mark the appointment as 'No Show' in Epic
Marking an appointment as 'No Show' in Epic accurately reflects the patient's attendance record and is important for billing and care gap tracking.
What information does a 'Visit Type' in Epic primarily define?
Answer: The duration, department, and purpose of the appointment
Visit types in Epic define the appointment's duration, the department it routes to, and its clinical purpose, guiding the scheduling template.
A patient needs to be registered as self-pay. Which registration step is unique to this status?
Answer: Collecting a self-pay deposit or completing a financial counseling referral
Self-pay patients typically require a deposit collection or referral to financial counseling as part of registration to address anticipated payment responsibility.
In Epic's scheduling module, what does 'double-booking' refer to?
Answer: Placing two patients in the same time slot with the same provider
Double-booking occurs when two patients are intentionally or accidentally scheduled in the same provider time slot, which requires careful management.