Epic Skills Assessment Scheduling and Registration 4 — Questions and Answers
Question 1: Which Epic report helps a scheduling supervisor identify gaps in a provider's schedule?
- Open Slots Report
- Appointment Utilization Report (Correct answer)
- Patient Volume Dashboard
- Provider Capacity Log
Correct answer: Appointment Utilization Report
The Appointment Utilization Report shows how effectively a provider's schedule is filled, helping supervisors identify patterns of underuse.
Question 2: When a patient checks in for their appointment, which Epic status change occurs?
- Scheduled → Arrived (Correct answer)
- Pending → Active
- Booked → Confirmed
- Registered → In Progress
Correct answer: Scheduled → Arrived
When a patient checks in, their appointment status changes from 'Scheduled' to 'Arrived,' signaling the care team that the patient is on-site.
Question 3: A provider template is modified to reduce appointment slots due to a half-day absence. Which tool in Epic is used to make this change?
- Schedule Optimizer
- Template Exceptions (Correct answer)
- Daily Override
- Provider Availability Editor
Correct answer: Template Exceptions
Template Exceptions in Epic allow schedulers to modify a provider's standard template for specific dates without permanently altering the recurring template.
Question 4: What is the purpose of collecting a patient's 'Advance Directive' status during registration?
- To determine the patient's insurance copay tier
- To document whether the patient has legal healthcare directives on file (Correct answer)
- To assign the patient to the correct care team
- To satisfy a state-mandated billing requirement
Correct answer: To document whether the patient has legal healthcare directives on file
Documenting advance directive status at registration ensures the care team is aware of any existing legal instructions for the patient's medical care.
Question 5: In Epic, a 'Hold' placed on a schedule block prevents scheduling for what reason?
- The block is reserved for a specific visit type or priority patient (Correct answer)
- The provider has not completed required training
- The block is awaiting billing department approval
- The room associated with the block is under maintenance
Correct answer: The block is reserved for a specific visit type or priority patient
Schedule holds are used to reserve blocks for specific purposes, such as urgent patients, procedure slots, or high-priority visit types.
Question 6: Which of the following is NOT typically verified during the patient registration process?
- Insurance eligibility
- Primary care provider
- Patient's credit score (Correct answer)
- Emergency contact information
Correct answer: Patient's credit score
Credit scores are not part of the standard Epic registration workflow; registration focuses on demographics, insurance, and clinical identifiers.
Question 7: A patient is calling to schedule but reports they recently moved to a new address. At what point in the encounter workflow should the address be updated?
- After the appointment is completed
- During the scheduling or pre-registration call (Correct answer)
- Only when the patient arrives for the visit
- When billing submits the claim
Correct answer: During the scheduling or pre-registration call
Updating demographic information such as address at the time of scheduling or pre-registration ensures accuracy for correspondence and billing before the visit occurs.
Epic Skills Assessment Scheduling and Registration 4
Which Epic report helps a scheduling supervisor identify gaps in a provider's schedule?