Epic Skills Assessment Scheduling and Registration 2 — Questions and Answers
Question 1: A patient calls to cancel their appointment 2 hours before the scheduled time. Which action should the scheduler take first?
- Document the cancellation in Epic and mark the slot available
- Attempt to reschedule the patient before ending the call (Correct answer)
- Notify the provider of the cancellation via an In Basket message
- Mark the appointment as a no-show in the system
Correct answer: Attempt to reschedule the patient before ending the call
Best practice is to offer to reschedule during the same call to maintain continuity of care and fill the open slot.
Question 2: In Epic, what does the 'Bump' function allow a scheduler to do?
- Delete an appointment permanently from the schedule
- Move a patient's appointment to a different time slot or provider (Correct answer)
- Send an automated reminder to the patient
- Override a scheduling hold on a resource
Correct answer: Move a patient's appointment to a different time slot or provider
The Bump function allows schedulers to move an existing appointment to a new time or provider without losing appointment details.
Question 3: Which Epic tool allows schedulers to view all open appointment slots across multiple providers in one view?
- My Schedule
- Find Appointment
- Appointment Desk (Correct answer)
- Schedule Viewer
Correct answer: Appointment Desk
Appointment Desk provides a consolidated view of available slots across multiple providers, facilitating efficient scheduling.
Question 4: A patient presents for registration but has a different insurance card than what is on file. What is the correct workflow?
- Proceed with the existing insurance on file to avoid delays
- Update the coverage in Epic and verify eligibility with the new plan (Correct answer)
- Ask the patient to contact billing after the visit
- Collect a self-pay deposit until the new insurance is verified
Correct answer: Update the coverage in Epic and verify eligibility with the new plan
The correct workflow is to update the coverage in Epic and run eligibility verification to confirm benefits before the encounter.
Question 5: What is the purpose of an 'Overbook' slot in Epic scheduling?
- A slot reserved for high-priority or urgent patients beyond normal capacity (Correct answer)
- A placeholder for double-booked appointments
- An administrative block that prevents scheduling
- A slot automatically generated by Epic when demand is high
Correct answer: A slot reserved for high-priority or urgent patients beyond normal capacity
Overbook slots allow providers to see additional patients beyond their normal schedule capacity, typically for urgent needs.
Question 6: When adding a new patient guarantor in Epic, which field is most critical for billing purposes?
- Preferred language
- Relationship to patient and date of birth (Correct answer)
- Employment status
- Preferred pharmacy
Correct answer: Relationship to patient and date of birth
The guarantor's relationship to the patient and date of birth are essential for accurate claims filing and financial responsibility assignment.
Question 7: A scheduler receives a referral order for a specialist appointment. Which step should be completed before scheduling?
- Confirm the patient's preferred appointment time
- Verify the referral authorization number if required by the payer (Correct answer)
- Check the provider's personal schedule preferences
- Send the patient a MyChart message about the referral
Correct answer: Verify the referral authorization number if required by the payer
Many insurance plans require prior authorization for specialist referrals, and scheduling without it can result in claim denial.
Epic Skills Assessment Scheduling and Registration 2
A patient calls to cancel their appointment 2 hours before the scheduled time.
Which action should the scheduler take first?