Epic Skills Assessment Scheduling and Registration 3 — Questions and Answers
Question 1: Which Epic feature automatically checks a patient's insurance eligibility at the time of scheduling?
- Real-Time Eligibility (RTE) (Correct answer)
- Coverage Check
- Benefit Verification Engine
- Payer Connect
Correct 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.
Question 2: A patient's appointment shows a 'Scheduling Hold' alert. What does this typically indicate?
- The patient has a past medical history flag
- The patient has an outstanding balance or account restriction (Correct answer)
- The provider is on vacation during that period
- The time slot is reserved for a different visit type
Correct 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.
Question 3: In Epic, what is the function of a 'Recall' record?
- It flags a patient's chart for a quality review
- It tracks when a patient should return for a future appointment (Correct answer)
- It documents a medication recall notification
- It records a canceled appointment for audit purposes
Correct 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.
Question 4: Which scheduling action should be taken when a patient fails to arrive for their appointment?
- Cancel the appointment and do not document further
- Mark the appointment as 'No Show' in Epic (Correct answer)
- Delete the appointment slot to make it available
- Convert the appointment to a telephone encounter
Correct 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.
Question 5: What information does a 'Visit Type' in Epic primarily define?
- The patient's diagnosis for the visit
- The duration, department, and purpose of the appointment (Correct answer)
- The provider's specialty and license
- The payer responsible for the visit
Correct 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.
Question 6: A patient needs to be registered as self-pay. Which registration step is unique to this status?
- Verifying next of kin information
- Collecting a self-pay deposit or completing a financial counseling referral (Correct answer)
- Updating the patient's preferred language
- Confirming the referring provider's NPI
Correct 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.
Question 7: In Epic's scheduling module, what does 'double-booking' refer to?
- Scheduling the same patient twice in one day
- Placing two patients in the same time slot with the same provider (Correct answer)
- Booking appointments across two different departments simultaneously
- Creating duplicate appointment records in the system
Correct 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.
Epic Skills Assessment Scheduling and Registration 3
Which Epic feature automatically checks a patient's insurance eligibility at the time of scheduling?