Epic OR Scheduling Revision: Q&A for System Configuration, Exams of Nursing

A series of questions and answers related to epic or scheduling, focusing on system configuration and troubleshooting. It covers topics such as understanding the purpose of the show headers button, determining case and appointment criteria, resource type records, provider records, and the use of flowsheet records. Additionally, it addresses smartforms, text generation templates, timeline master files, and device configuration, offering practical insights for users involved in epic system management and anesthesia documentation. This material is useful for training and reference purposes.

Typology: Exams

2025/2026

Available from 12/06/2025

Emma_Johnson
Emma_Johnson 🇬🇧

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Epic OR Scheduling Revision
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.
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Epic OR Scheduling Revision

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.

  1. Allows you to conflict check during scheduling.
  2. 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.

True or False: All users must have a user (EMP) record before they can be documented by name in a patient's chart. - ANSWERS- FALSE. The User (EMP) Record is required for a user to Log Into Hyperspace and access tools in Epic. The Provider (SER) Record is required for a Resource (Nurse, Surgeon, Anesthesiologist, Piece of Equipment) to be assigned to a Case and documented in a patient's chart by name. ____________ are single activities that you can click - usually in the form of a button, activity tab, or an option on a list of activities. Item E2Us link to an activity, so when a user clicks a button, they are taken to that activity. - ANSWERS-Items ____________ are collections of items, like a list of buttons or activity tabs (there are many different kinds, including drop-down menus, nested lists, toolbars, and lists of activity tabs). - ANSWERS-Menus - Menu E2Us are made from a collection of several Item E2Us. The same Item E2U records can be used in several different Menu E2U records. What are the three types of flowsheet records? - ANSWERS-Rows, Groups, Templates Your providers don't like the positioning flowsheet that appears when they select the Position button in the toolkit. What steps must you take to have a new flowsheet appear? - ANSWERS-1. Create a new flowsheet (or modify an existing one).

  1. Attach the flowsheet to the Position Button (Item E2U).

Why is the type of SmartForm important? - ANSWERS-It dictates where and how a SmartForm can be used. Anesthesia Pre-and Post-Evaluation SmartForms are a different type. What do you call an Item on a SmartForm that is usually used to capture information? - ANSWERS-Component What do you call custom items that can be created without any knowledge of code and allow information to be stored in Chronicles? - ANSWERS-SmartData Elements Why doesn't each option in the list have its own SmartData Element? - ANSWERS-Because this is a Single-Select List. The SmartData Element will only be storing one value from the list, so we only need one SmartData Element to store this information. What do Text Generation Templates do? - ANSWERS-1. Translate your SmartForm into note text

  1. Have a 1:1 ratio to SmartForms for Anesthesia Block notes True/False: Each SmartForm that you configure should have an associated Text Generation Template. - ANSWERS-True - Text Generation Templates are necessary for the creation of notes from a SmartForm.

Text Generation Templates are made up of a series of Statements. What are Statements? - ANSWERS-Phrases that generate automatically from selections in a SmartForm. Is the Preanesthetic Checklist list Multiple-select or Single-select?

  • ANSWERS-Multiple-select list. What do you need to configure in order for one SmartForm component to affect another? - ANSWERS-Scripting A provider clicks the Px Note button in the Intraprocedure activity and does not see the block she was anticipating to document. What could have gone wrong with the build? - ANSWERS-That particular Procedure is not attached to the Preference List affecting this provider. What links documentation in a SmartForm to an LDA? - ANSWERS- A SmartData Element True/False - A Preference List is linked to a Profile record. - ANSWERS-True - Profile Record is used to link a Preference List. In the Timeline Master File (TIM), which record represents the entire timeline. - ANSWERS-View

pressure, SpO2. These may be shared by different devices across areas of care. - ANSWERS-Variable (FDC) Stores information that is true for all individual devices of the same make, model, and year. - ANSWERS-Device Type (FDV) Represents the actual device that is attached to the patient. - ANSWERS-Device (DEV) Groups devices so you can attach multiple at one time. - ANSWERS-Device Group (FDV) What is a device? - ANSWERS-a piece of equipment such as a monitor that can be connected to a patient and provide medical data about that patient or their treatment. What types of records are involved in configuring devices to pull data into a patient's chart? - ANSWERS-Device/Device Group (DEV) Device Type (FDV) Variable (FDC) Flowsheets (FLT/FLO) How many variables are needed when configuring devices to work with invasive blood pressure? - ANSWERS-Two - One for Systolic and one for Diastolic

Both Variables populate the same Flowsheet Row An anesthesia provider attached a device to a patient. No vitals information is pulling into the patient's chart. That could you look at to troubleshoot this? - ANSWERS-Several things could be going wrong including: Anes may have attached the wrong device Anes may not have waited 60 sec for data to pull in Device type may not have necessary variables listed Device Grp may have wrong device attached to it Where is the best place to start troubleshooting any issue with Anesthesia Devices? - ANSWERS-Anesthesia Device Dashboard Can a medication appear on more than one tab in Anesthesia Med Admin? - ANSWERS-Yes What type of record determines the options within the Blood Administration activity? - ANSWERS-A Preference List If you want providers to see seven different tabs within the medication administration window, including the Active tab, how many preference lists do you need to build? How many sections? - ANSWERS-One Preference List with Six Sections The Active Tab is always there.

True/False: Parameters are pieces of information that can be passed directly to an extension's code to modify its behavior. - ANSWERS-True - rather than modify the code directly How many criteria can you use within one rule? - ANSWERS-As many as you need - a rule can contain one or more criteria After you build the CER rule looking for specific documentation, what do you need to do to make sure that it affects your end users when using the Requirements navigator section? - ANSWERS-Modify Close Encounter extension to include new rule Make sure your extension is linked to a profile Make sure the profile is affecting your end users What are the benefits of using reminders in the Intraprocedure activity? - ANSWERS-They help providers stay on track with documentation and save time. If you want a reminder to be automatically completed based on certain documentation being complete, what type of rule do you add to the reminder? - ANSWERS-Completion Rule Who builds the medication groupers needed to configure antibiotic reminders? - ANSWERS-Pharmacy Team (Willow)

Event build for the Anesthesia Intraprocedure or Perfusion activity consists of the following two key steps: - ANSWERS-Create the Event Template Record Attach Event Template Record to a Profile What queues up medications, reminders, LDAs and quick events for efficient Intraprocedure documentation? - ANSWERS- Intraprocedure Macros When an anesthesia provider documents the Patient in Room event, you want the corresponding OpTime case tracking event to also be documented. How do you configure this? - ANSWERS-In the event template record, list the case tracking event that should be documented in the linked case tracking event field. What is the purpose of a filing extension? - ANSWERS-It tells the system to do something after an event is recorded. For example, attaching an anesthesia device after the Stat Data Collection event is documented. In which record do you group available events for your anesthesia providers? - ANSWERS-Profile record Is it possible to automatically apply a private macro based on a rule? - ANSWERS-No - only public macros can be automatically applied.

What are the benefits of using a metric in a Reporting Workbench report? - ANSWERS-You can report over long periods of time, and the results show quickly thanks to pre-computed data Which report settings tab do you use to create visualizations of your report data? - ANSWERS-The Summary Tab