Epic Skills Assessment Scheduling and Registration 5 — Questions and Answers
Question 1: Which Epic feature sends automated appointment reminders to patients via phone, text, or MyChart?
- In Basket Broadcast
- Happy Together
- Appointment Reminder Outreach (Correct answer)
- Patient Communication Engine
Correct answer: Appointment Reminder Outreach
Appointment Reminder Outreach in Epic automates patient notifications via multiple communication channels to reduce no-shows.
Question 2: A patient requests an interpreter for their upcoming appointment. Where in Epic should this preference be documented?
- In the appointment notes field
- In the patient's demographic record under preferred language or communication needs (Correct answer)
- In the provider's schedule template
- In the billing section of the account
Correct answer: In the patient's demographic record under preferred language or communication needs
Interpreter needs should be documented in the patient's demographic or communication preferences so they follow the patient across all scheduling events.
Question 3: What is the correct action when Epic's Real-Time Eligibility check returns an 'Unable to Verify' result?
- Proceed with scheduling and flag for post-visit billing review
- Manually call the insurance company to verify coverage before scheduling (Correct answer)
- Record the patient as self-pay until verified
- Cancel the appointment and inform the patient
Correct answer: Manually call the insurance company to verify coverage before scheduling
When RTE cannot confirm eligibility electronically, staff should manually contact the payer to verify active coverage and avoid claim denials.
Question 4: In Epic, which field links an appointment to a specific clinical indication or reason for the visit?
- Visit Type
- Chief Complaint
- Appointment Reason (Correct answer)
- Order Diagnosis
Correct answer: Appointment Reason
The Appointment Reason field captures why the patient is coming in, providing context for the care team before the visit begins.
Question 5: A scheduler needs to block a provider's schedule for a conference on a single day. Which Epic function should be used?
- Template Override
- Schedule Exception
- Provider Block (Correct answer)
- Daily Closure
Correct answer: Provider Block
A Provider Block in Epic is used to mark a specific time period as unavailable for scheduling, whether for a single day or recurring absence.
Question 6: When registering a minor patient, who should be designated as the guarantor in Epic?
- The minor patient themselves
- The attending physician
- A parent or legal guardian (Correct answer)
- The state department of health
Correct answer: A parent or legal guardian
For minor patients, a parent or legal guardian must be designated as the guarantor because they hold financial and legal responsibility for the account.
Question 7: Which Epic scheduling report would best help identify a trend of high no-show rates for a specific provider?
- No Show Rate Report by Provider (Correct answer)
- Patient Satisfaction Summary
- Charge Capture Audit
- Appointment Volume by Payer
Correct answer: No Show Rate Report by Provider
The No Show Rate Report by Provider breaks down attendance patterns at the provider level, enabling targeted outreach or scheduling policy changes.
Epic Skills Assessment Scheduling and Registration 5
Which Epic feature sends automated appointment reminders to patients via phone, text, or MyChart?