Epic Skills Assessment Patient Data Management 3 — Questions and Answers
Question 1: A patient's insurance information changes mid-encounter in Epic. What must be done before submitting the claim?
- Update the coverage in the guarantor/coverage section and re-verify eligibility (Correct answer)
- Submit the claim with the old insurance and correct it later
- Cancel the encounter and re-register the patient
- Document the change in a sticky note only
Correct 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.
Question 2: In Epic, what does the 'Confidential' flag on a patient record restrict?
- It limits who can access the record and may hide it from standard searches (Correct answer)
- It prevents any clinical documentation from being entered
- It blocks the patient from using MyChart
- It disables billing for all services on that encounter
Correct 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.
Question 3: What is 'Break the Glass' (BTG) in Epic?
- An emergency override that grants access to a restricted patient record with logging (Correct answer)
- A tool to delete incorrect documentation
- A way to bypass medication safety alerts
- A feature to unlock a frozen workstation
Correct 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.
Question 4: When should a provider use the 'Addendum' function rather than editing an existing note in Epic?
- After the note has been signed and additional information needs to be documented (Correct answer)
- Before the note is signed to add more detail
- To correct a medication dose on an unsigned order
- To delete incorrect information from a note
Correct 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.
Question 5: A registration specialist enters an incorrect date of birth for a patient. Which Epic role typically has authority to correct demographic data errors?
- Registration or HIM staff with appropriate security access (Correct answer)
- Any clinical staff member
- The attending physician only
- The patient via MyChart self-service
Correct 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.
Question 6: Which Epic feature allows patients to view portions of their medical record and communicate with their care team online?
- MyChart (Correct answer)
- Chart Review
- ClinDoc
- InBasket
Correct answer: MyChart
MyChart is Epic's patient portal that gives patients access to their health records, test results, and secure messaging with providers.
Question 7: In Epic, a 'Contact Type' of 'Office Visit' versus 'Telephone' on an encounter primarily affects what?
- The encounter type determines billing codes, workflows, and documentation templates available (Correct answer)
- Only the color coding of the appointment on the schedule
- Whether the patient can access the summary in MyChart
- The provider's availability status
Correct 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.
Epic Skills Assessment Patient Data Management 3
A patient's insurance information changes mid-encounter in Epic.
What must be done before submitting the claim?