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Various aspects of epic ehr configuration, including creating occ records, preference lists, smartsets, bpa criteria, flowsheet templates, and navigator configurations. It provides details on how to build and link these different components to create efficient and customized workflows for healthcare providers. Topics such as restricting smartset availability based on patient data, suggesting smartsets based on encounter details, and configuring flowsheet templates for physical therapy and rehabilitation clinics. Overall, the document offers insights into the complex and nuanced process of tailoring the epic ehr system to meet the specific needs of healthcare organizations and their clinicians.
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An orderable procedure record requires the following settings: A procedure type of __________ A linked __________ A record purpose of __________ Charge Procedure Category (EDP) Orderable What does the Order Composer Configuration (OCC) record with a context of Ambulatory control? Controlled items Summary items Display items Procedures that have similar needs will typically define allowed values, default values, and buttons at the __________ level. Procedures with unique needs can __________ these settings at the __________ level. Procedure Category Override Procedure What is the process for importing in Chronicles? __________ a record or template from Chronicles Populate the spreadsheet and convert to a __________ Scan for errors and __________ Export Flat File Import In a procedure category for assay labs, two buttons are set up for Class. However, when users order the iron assay lab, they see four buttons for Class. How is this possible? (Choose one.) A. The four buttons are defined at the System Definitions level. B. The four buttons are defined in the OCC attached to the procedure. C. The four buttons are defined at the procedure level. D. Two of the buttons are coming from the procedure, and the other two are coming from the procedure category.
There is a lab test with a specified default status. For just this order, you want to hide the Status field in the Order Composer so it cannot be changed by users. How can this be accomplished? (Choose all that apply.) A. Remove the status as an allowed value in the procedure. B. Create an OCC record that does not include status as a display item. C. Create an OCC record and set status as a "hidden" item. D. Link the OCC you created to the procedure. B and D True or False: The "Show Additional Order Details" dropdown in an order composer can only be set up in an OCC record that you link to System Definitions. False True or False: A default status cannot be defined in System Definitions. True Which of the following "building block" records can only be linked to the procedure level in the procedure hierarchy? (Choose all that apply.) A. "Chargeable" Procedure (EAP) B. Immunization (LIM) C. SmartText (ETX) D. Result Component (LRR) A, B, and D True or False: In order to document a patient reported immunization, a procedure record must exist.â False Your users want the question, "Is the patient pregnant?" to appear for all diagnostic imaging tests when appropriate based on patient information. What steps should you take to complete this build? (Choose all that apply.) A. Create an order specific question record with the appropriate question.â B. In the question record enter appropriate restrictions for age and sex. C. Link the question record to the appropriate procedure category. D. In the procedure category enter appropriate restrictions for age and sex. A, B, and C True or False: Preference lists created in the preference list editor (EPD) allow builders to override default values False True or False: In a procedure preference list, you must create at least one section to be able to add an item.
A, C, and D Which BPA record type allows you to restrict based on patient sex? (Choose only one answer.) A. BPA criteria B. BPA SmartSet suggestion C. BPA SmartSet base D. BPA base C The __________ of a CER rule determines what the rule can evaluate and where it can be used. (Choose only one answer.) A. Property B. Context C. Evaluation logic D. Restrictions B In what ways does an Express Lane SmartSet behave differently than a standard SmartSet? (Choose all that apply.) A. Sections allow you to search for additional items. B. Sections without an item selected by default are automatically expanded. C. When closing a workspace that has an open Express Lane that hasn't been interacted with, the workspace closes without a prompt. D. Items are grouped into pre determined sections automaticallyâ All of the above You have been asked to create a flowsheet template for a physical therapy and rehab clinic. Specifically, you must configure a Multiple Sclerosis (MS) Assessment and Treatment template. Use this scenario to answer the following review questions. You plan to build a group that will have rows for recording the recommended amount, type, and intensity of exercise. The group should appear as "Recommended Exercise" to users. Which of these would be appropriate settings? (Choose all that apply.) A. Record name: PT RECOMMENDED EXERCISE B. Display name: Recommended Exercise C. Row type: Flowsheet Group D. Value type: Custom List B and C You have been asked to create a flowsheet template for a physical therapy and rehab clinic. Specifically, you must configure a Multiple Sclerosis (MS) Assessment and Treatment template. Use this scenario to answer the following review questions. You are building a row to record the type of exercise recommended to the patient. There are more than ten possible values, and a patient might have more than one exercise prescribed. Which of these would be appropriate settings? (Choose all that apply.)
A. Record name: R PT EXERCISE TYPE B. Display name: R EXERCISE TYPE C. Row type: Data D. Value type: Numeric A and C You have been asked to create a flowsheet template for a physical therapy and rehab clinic. Specifically, you must configure a Multiple Sclerosis (MS) Assessment and Treatment template. Use this scenario to answer the following review questions. The Recommended Exercise group from questions 1 and 2 is complete, and you want to include it in your template. It should only appear if a user chooses "Exercise" as a value for the Treatments row. Which of the following records would you edit to ensure the group does not appear when the flowsheet is opened? (Select one.) A. MS Assessments and Treatments template B. Treatments row C. Recommended Exercise group D. Each of the Recommended Exercise rows A You have been asked to create a flowsheet template for a physical therapy and rehab clinic. Specifically, you must configure a Multiple Sclerosis (MS) Assessment and Treatment template. Use this scenario to answer the following review questions. Which of the following records would you edit to ensure the Recommended Exercise group is automatically added when a user chooses "Exercise" in the Treatments row? (Select one.) A. MS Assessments and Treatments template B. Treatments row C. Recommended Exercise group D. Each of the Recommended Exercise rows B The first section should read "Pediatric Vitals" instead of "Vital Signs" (labeled A). Where will you make this change? (Select one.) A. Record name for the group B. Record name for the row C. Display name for the group D. Display name for the row C
True or False: A navigator configuration record linked within a section will impact all templates using that section, unless it is being overridden by a navigator configuration record linked within a topic. True Navigator sections can only link to navigator configuration records of the same ___________. (Select one.) A. Master file B. Class C. Type D. Value C You need to build 20 new custom x ray imaging orders for your organization. Answer the followingâ questions regarding the records you will build and where you will define various settings and defaults. What record will you need to create for each of these unique orders so they can be ordered in the system? Each x ray order will need a unique procedure (EAP) recordâ You need to build 20 new custom x ray imaging orders for your organization. Answer the followingâ questions regarding the records you will build and where you will define various settings and defaults. The default order class for all 20 x rays should be ancillary performed. Where should you define thisâ default? The default order class should be defined at the procedure category (EDP) level in the procedure hierarchy. You need to build 20 new custom x ray imaging orders for your organization. Answer the followingâ questions regarding the records you will build and where you will define various settings and defaults. The system level default for priority is appropriate for these x rays. Where is that default defined?â System level defaults come from System Definitions (LSD). You need to build 20 new custom x ray imaging orders for your organization. Answer the followingâ questions regarding the records you will build and where you will define various settings and defaults. For all 20 x rays, the same fields, such as Status and Priority, should appear when you open the Orderâ Composer. What record will you build to control these fields, and where should you link it in the procedure hierarchy? The Order Composer Configuration (OCC) controls the display items that appear in an order composer. To impact all 20 x rays you should link it to the Procedure Category.â You need to build 20 new custom x ray imaging orders for your organization. Answer the followingâ questions regarding the records you will build and where you will define various settings and defaults. The details that appear when you click the "Show Additional Order Details" link at the bottom of the
order composer should match those defined at the system level. What record is controlling these details, and where is it linked in the procedure hierarchy? These details are being controlled by the Order Composer Configuration (OCC) linked to System Definitions You need to build 20 new custom x ray imaging orders for your organization. Answer the followingâ questions regarding the records you will build and where you will define various settings and defaults. One of the x ray orders needs a unique selection of fields in the Order Composer. What record will youâ need to build and where will you link it? An Order Composer Configuration (OCC) linked to the procedure (EAP) record for the unique x rayâ order. A new vaccination must be able to be ordered and documented. What two records need to be linked together for this to be possible? The procedure (EAP) and the immunization (LIM) records When documenting an immunization administration, a question should appear. What record is needed to accomplish this, and where should it be linked? A question (LQL) record should be linked to the immunization (LIM) record. When the creatinine order is signed, a charge should be applied to an account. What record is needed for this charge, and where should it be linked? A "chargeable" Procedure (EAP) should be linked to the lab procedure (EAP) record. The creatinine order should have unique processing instructions in the order composer about picking up the collection jug. What record is needed for these instructions, and where should it be linked? A SmartText (ETX) record should be linked to the lab procedure (EAP) record. A question regarding the expected lab duration should be asked for the creatinine lab, as well as other similar labs. What record is needed to accomplish this, and where should it be linked? A question (LQL) record should be linked to the procedure category (EDP) for these similar labs Your cardiology department want a new list of reason for visit speed buttons. What tool will you use to build this list of reasons for visit? The Preference List Editor (EPD) is used to build lists of non orders, such as reason for visit or level ofâ service. Your cardiology department should have useful lab orders that are separated into different sections in the order lookup's Browse tab. What tool will you use to build this list of orders? The Preference List Composer (LPF) is used to build lists of orders, such as procedures or medications. Ordered from "large" to "small", what are the four components that make up a SmartSet's basic structure?
Your allergy department has a Plan navigator that is unique to them, but the Medications & Orders section within it is a shared record. Users in the allergy department want to see different buttons and help text in that section. What record can you use, and where will you link it, to make this change for only the users in your allergy department? You should link a Navigator Configuration (VCN) record to the Topic (LVN) to set up a topic levelâ override that will only impact the users in your allergy department. A Flu Vaccine Testing section should only appear if Vaccine Testing is a reason for visit. What record is needed to control whether the section appears? An Extension (LPP) record can be used to "filter" the section, controlling when it will appear. Defines unique settings for a procedure Procedure Defines shared settings for a group of related procedures. Procedure Category Defines shared settings on a system wide level. System Definitions The purpose of an individual record Record Purpsoe The part of an order that shows the dose, route, frequency Summary Sentence Defines the fields that appear in an order composer. Display Items Determines the buttons located to the right of a field. Item Buttons Defines values that are pre populated in a field.â Default Values Determines the available values for a field. Allowed Values an important record for procedure build. It defines the following settings: Controlled Items, Summary Items, and Display Items Order Composer Configuration Record known as secondary display items
Additional Order Details determines when a certain OCC should be used OCC Context There are often additional records needed to complete a procedure's build. These are referred to as _________. Building Block Records used to apply a charge to an account "Chargeable" Procedure (EAP) Lists a collection of non orderable records. Does not allow you to override details of the records.â Examples include: reason for visit, common diagnoses, level of service codes, and speed buttons. Preference List Editor Lists a collection of orderable records. Allows you to override details of the records. Examples include: medications, procedures, and order panels. Preference List Composer help clinicians work through common encounters quickly and efficiently by putting multiple items for an encounter in one place. These items include SmartTexts, diagnoses, orders, level of service codes, and more SmartSet modular groupings of content used by SmartSets or Ordersets SmartGroup Lists a contact as released for testing purposes. The contact remains editable. Only users with the proper security can view and use a __________ contact. Test Release Makes the SmartGroup available to everyone Release use only if the SmartGroup should no longer be available to users Retire Suggests a SmartSet based on patient data. Links to SmartSet records. Patient data examples include current medications, allergies, diagnoses, and past procedures. BPA criteria Restricts a SmartSet, section, or SmartGroup based on non patient data and/or patient sex. Links toâ SmartSet, section, or SmartGroup records.
are collections of rows. Flowsheet Group are the distinct questions or fields in the flowsheet in which users enter data Flowsheet Row type to appear when a user selects a value that triggers the system to display them Cascade logic records that control how a section looks and behaves Navigator Configuration (VCN) can be used to "filter" the section, controlling when it will appear Extension (LPP) used to make sections appear under certain conditions and will often reference a CER rule to determine the criteria Filter Extension