Epic EHR System Navigation, Configuration, and
Workflow Management
What is the purpose of the Show Headers button? - ANSWERS-It
shows the arrangement of the Report Columns used on that
Status Board without opening Report Settings.
How do you determine which cases and appointments the Status
Board will look for? - ANSWERS-It is based on the information on
the Criteria Tab in Report Settings - specifically the Location and
Department fields
What does a resource type (ORT) record do? - ANSWERS-1. Adds
the Resource Type to its corresponding Category List.
2. Allows you to conflict check during scheduling.
3. Allows you to require a Resource in a Case or Appointment .
True or False: In the CRNA's provider record, the Record Type
field is where you indicate if the user is a CRNA or an
Anesthesiologist. This is what links it to the ORT. - ANSWERS-
FALSE. It it the Anesthesia Staff Type field that links to a Resource
Type (ORT) Record.
True or False: All providers must have a provider (SER) record
before they can be assigned to an appointment or case. -
ANSWERS-TRUE. The SER record must be exist in order to be
documented to anything in the EHR.