Download EPIC OR350 TEST-with 100% verified solutions 2024-2025.docx and more Exams Nursing in PDF only on Docsity! EPIC OR350 TEST-with 100% verified solutions 2024- 2025 Room (ROM) Rooms are patient rooms, not Operating Rooms. These would include the rooms on the floors where one, maybe two, patient beds are located. Patients are admitted to and transferred into specific rooms. Department (DEP) Departments in Epic are similar to what you would traditionally call a unit or department in the healthcare world. This is also the level that a user logs into. Examples include Preprocedure, Main OR, and PACU departments Perioperative Departments ﴾DEP﴿ Multiple Virtual Departments -Preprocedure, Main OR, PACU, and Recovery. -Drive role specific settings What are pool rooms? what do others in the hospitals see? Movement in periop area only viewed through case tracking events by periop users. -Other users will just see perioperative pool room OR Locations (EAF) are linked to..? what do they control? -Linked to one perioperative department (Usually Main OR) -Optime specific tools, reports, charging strategies, and more for that perioperative area Operating Rooms (SER) refers to ____ within ____. -Individual Operating rooms within an OR Location -When sx requested for a particular OR location, the scheduler will schedule a case into an available timeslot. An Or Location is defined as A group of OR's that are administered in the same way. Build process for OR 1. Create an OR Location 2. Build Operating Rooms 3. Create a schedule that organizes an OR's time into block Building by exception aka Rule of Specificity, making general settings in a high-level record and only making setting changes different in specific records. How to Configure an OR Location on Hyperspace Location Definition -> TRNOR05 Neurosurgery -> Invasive Cardiology -> Case Tracking events Automatic Surgery Reminders are found where? Upcoming Case Reminder/Time to Send text and Mychart What is the Scheduling 2 form? home to settings that determine when schedules are finalized and how to handle cases scheduled on holidays and weekends. What is Case Volume 2.Use Mapping tool to create surgical inventory item and balance records 3. Run audits and test identify surgical inventory items with issues 4. In Epic confirm build issues and update the info in the MMS Supply Charging Underlying Build Audit (SCUBA) identifies records that -Missing supply type -Are missing balance records -Have misconfigured charging that would lead to wrong charges or errors What is GTIN? Important for barcode scanning for supplies, not usually used, maybe for expensive implants What is override charge? If this is set, this is the final cost per unit for this inventory item record ﴾no later mark‐up﴿. What is Cost Per Unit? Base price for later markup What is the markup table linked to? What is an inventory markup table the OR location -controls how much markup given to an inventory item when calculating the charge that generates If a supply is stored differently in two locations, which master file allows you to store different shelf and bin information for the supply? Balance Record What must you do before you can create a balance record for a specific location? -Set up the location as an inventory location in OpTime Location Definitions -Inventory Locations and Inventory Location? (2 different fields) Professional Charges are Charges rendered by a licensed practitioner (Surgeon or Anesthesiologist) Technical Charges are Charges for non-physician staff and hospital-owned resources used during surgery What are some examples of Technical charges? -Staff -Time: Time in PACU, OR -Equipment -Medications -Inventory Items (supplies and implants) Whats a charge code? a record in the procedure (EAP) master file that contains charging information. What are some records that can generate charges? where are those settings applied? 1Surgical Procedures (ORP) 2Inventory Items (SUP) 3Charge Code Tables (OCT) applied in charge profile If you send flat fee procedure charging then what do you do with procedure charges? send them What is a Base procedure What is done to a patieint and generally how it is performed what is a preference card? how a surgeon prefers to perform a procedure 3 Criteria to select a preference card when a case is created? 1 Surgeon 2 Procedure User (no edit) Access public reports without any editing capabilities. What does using 2 security classes accomplish? (OpTime System and Location) -administrators are able to deliver non‐location specific OpTime security via the OpTime System security class, - users security specific to their role at each individual location via the OpTime Location security class OpTime System Security Class grants what 2 things? 1System-wide access to Optime Functionality 2 Ability to edit and/or save application reports like the status board, snapboard and depot Examples of Optime SYSTEM security points open case create case open log create log patient view What does Optime Location security class grant 1 Location specific access to OpTime functionality 2 Ability to view or edit case tracking events 3 Basic Case entry settings What does a User's Optime security consist of? (Combination of...) OpTime System Security Class with one optime location security class How does the system determine whether to apply Procedural security class or OpTime System/OpTime Location security classes to a user? If the patient's case is scheduled in an OR location with a Location Type of Invasive Cardiology, the Procedural Security class will be used. If the patient's case is scheduled in an OR location with a Location Type of Surgical, the OpTime System and OpTime Location security classes will be used. 2. How many OpTime System security classes ﴾ECL﴿ can be attached to a user ﴾EMP﴿ record? One Optime System Security Class How many OpTime Location security classes ﴾ECL﴿ can be attached to a user ﴾EMP﴿ record? One or more OpTime Location Security Classes How many OpTime Location security classes ﴾ECL﴿ will affect a user at one time? One OpTime Location security class will apply at a time, based on where the patient's case is scheduled. This is not based on the user's login department. How to edit optime/location security USER (EMP) -> ID -> Optime/Procedural ☐ Configure a user to have an OpTime System security class ☐ Configure a user to have a default OpTime Location security class and location‐specific overrides, when applicable Make sure you can perform the following tasks: ☐ Set up case reminders and case progress notifications for an OR Location ☐ Configure when the schedule for an OR Location will be finalized ☐ Configure when cases for an OR Location will be automatically marked as add‐ons ☐ Use Ctrl+Click to find information about a field in Hyperspace Make sure you fully understand and can explain the following concepts: ☐ The difference between an OR Location and an operating room ☐ The difference between an OR Location and a department ☐ The levels of the facility structure that are important in OpTime and why they are important ☐ The relationship between OpTime System Definitions and Location Definitions ☐ The process of building by exception and how it helps the project team 2. Build groups and attach rows to them 3. Build the flowsheet template and attach groups to it A signed order indicates authorized and immediately active signed and held order indicates its authorized and temporarily inactive A preference list is preconfigured list of orders specfic to a user or job role (used to place one off orders) ex: place an order for an anti-emetic for pt. in PACU Building by exception includes Preference lists: -attached to a profile -perioperative nurses usually have multiple preference lists affecting them -individual preference lists commonly shared between users with similar needs Preference Build List 1. Analysis and design. 2. Build the preference list. 3. Attach the preference list to a profile. 4. Attach the profile to the appropriate level Preference list configuration Labs, Imaging, procedures etc. are all separate preference lists grouped together under rows ORP what are Aliases Aliases are synonyms or alternate procedure names to be used when searching for this procedure. e.g. appy = appendectomy what are identifiers This is a flexible field that is sometimes called the "external identifier" because it allows the procedure to be recognized by different IDs ﴾numeric and alphanumeric﴿ other than the procedure record ID number and aids in searching. -letter prefixes, coding/numbering schemes what is code in base procedure build If you are billing for procedures, this is where you can list all possible codes that might be assigned to this procedure for billing purposes, like the American Medical Association's Current Procedural Terminology ﴾CPT﴿ codes. 3 parts of base procedure build alias, identifiers, code what must you do after creating a fresh new base procedure If a base procedure does not have at least one setting in both the service and location authorization fields, it will not be available when creating a case. What does it mean if you are merging in the instruments/implants form this resource can be shared, so the highest number of an identical resource will be chosen. If one surgeon in a case prefers 1 scrub person and the other prefers 2 scrub people, the system will list 2 as required for the case. What does it mean youre duplicating in the instruments/implants form? this resource should not be shared, so the sum total of identical resources will be required. If one surgeon in a case prefers 1 scalpel and the other prefers 2 scalpels, the system will list 3 as required for the case. 3 Specific details within a preference card to a surgeon and/or service 1 Supplies and meds 2 Preprocedure meds 3 scheduling prefs 1. What sorts of information are required for properly configuring base procedure ﴾ORP﴿ records? -Procedure name, defines how many cases or appointments an individual resource of this type can be scheduled into at any given time after schedulers receive and override a warning. Equipment (SER) build on hyperspace -Equipment SER -> General Equipment Info (under OpTime) -> Equipment Authorization -> Service and management What are procedure keys? allow you to further authorize certain surgeons for certain procedures in addition to the service authorization. If a base procedure has a procedure key listed in the Keys field of the Authorizations form, only surgeons with a matching procedure key in their Procedure Keys field will be able to perform that procedure. ex. robotics procedure. How does the system determine the default service for a surgeon? Service authorizations- When creating cases, the first service listed in the surgeon's provider ﴾SER﴿ record is pulled in by default How are surgeon provider records different from those of other staff? Surgeon provider records are different in two main ways: they are not linked to resource type records and their authorizations are configured differently. 1. Explain the purpose of a resource type ﴾ORT﴿ record. Resource type (ORT) records do two important things: they add a value to a category list and they configure conflict checking. 2. Explain the purpose of a provider ﴾SER﴿ record. Provider (SER) records allow you to track resources on an individual basis. For example, equipment needs to be tracked so that it can be serviced at given intervals while staff need provider records so you can track which individual provided care for a patient ☐ Configure a resource type ﴾ORT﴿ record for surgical resources ☐ Build a provider ﴾SER﴿ record for surgical resources that need to be tracked individually ☐ Build a provider ﴾SER﴿ record for a surgeon ☐ Configure a surgeon's default service ☐ Configure conflict checking for surgical resources ☐ The relationship between resource type ﴾ORT﴿ records and provider ﴾SER﴿ records ☐ When a resource type ﴾ORT﴿ record is necessary ☐ When a provider ﴾SER﴿ record is necessary ☐ The records involved in scheduling cases compared to appointments Creating Operating Rooms: What is the OR named? Where is it located? answered by what record Room (SER) Record How is a room blocked? Scheduling Template (Schedule of availability) Steps for Building an OR Overall Build Steps 1. Create an OR Location. 2. Build operating rooms. 3. Create a schedule in the template that organizes an OR's time into blocks. Building an OR in Hyperspace -Room (SER) ->Abbreviation/Status/Provider Type -General Room info -> Location, display info What is block release? a certain number of days before surgery the system will convert a block into a different block. ex. general surgeons usually reserved, but they dont have a case scheduled, someone else can take that spot. Setting on time starts in a location Location -> Report Definition (On time starts) Scheduling Templates: Can you delete it? undo it? copy a whole week? yes, no, yes Unlike many other forms in Location Definitions, this form is not available in OpTime System Definitions ﴾EAF﴿. To make Procedure Pass settings that should be true for all or most of your locations, you configure them in EMR System Definitions ﴾LSD﴿. What is a Rule (CER) sets of logical expressions that identify if records meet or do not meet criteria that you configure What is a rule context? Controls where and how the rule can be used in the system. What is a Rule Criterion? The logical expression that is made up of the property, operator, and value and will evaluate to either true or false. What is a Rule Property? This will return a piece of information ﴾value﴿ from a record or multiple records in the system. As you build this in your rule, think of this as question you are asking, such as "What was the patient's last OB/GYN status?" What is a Rule Value? A static value that you enter or a piece of dynamic information ﴾such as "today's date"﴿ that you want to compare to the property, or the value that the property will return. -As you build a rule, think of this as the answer or answers to the above question that you are looking for. -If a criterion includes more than one value, they are typically connected by OR logic (unless the operator specifies otherwise.) Rule breaks down into Criterion, what are the components of Criterion? Property Operator Value 1. If you wanted to set up Procedure Pass the same for all locations and all patients, would you need any Procedure Pass context rules? No, you only need a rule if a task should only apply to some patients. 2. If you wanted to set up Procedure Pass the same for all locations and all patients, in which record would you ultimately make the settings: OpTime Location Definitions ﴾EAF﴿ or EMR System Definitions ﴾LSD﴿? You would make settings in EMR System Definitions to have them affect all locations 3. True or False: You should always create Procedure Pass tasks from scratch. False you should always use a pre‐existing task whenever possible. 4. True or False: It is possible to have multiple criteria together in one rule. True, rules can, and often should, have more than one criteria in order to be more specific ☐ Identify Procedure Pass tasks ☐ Modify a rule ﴾CER﴿ in the Procedure Pass context ☐ Create settings in Location Definitions ﴾EAF﴿ for Procedure Pass ☐ The purpose of Procedure Pass ☐ The major records associated with Procedure Pass build ☐ Why the context of a rule is important ☐ Identify and explain how the different components of rule build affect one another Adding Inventory Items to your OR location SUP ->Inventory Items-> Active -> Alias-> Type of Item-> override charge if necessary How to get to the Balance record? what is the balance record? From Inventory-> Balance info (on side) What is Merge Criteria: Combine vs Add Suppose that there are two procedures in a panel. The first procedure requires two of this item and the second procedure requires three of this item. If you choose -"Add," five of the item will appear on the pick list. If you choose "Combine," three will appear on the pick list ﴾the greater number﴿. Answer: False. Charge codes and procedure codes are records in the EAP master file. ORP is the master file which holds all of the preference cards and base procedures for OpTime. Imagine an organization wants OpTime set up so that a charge code will drop every five minutes that a patient is in the OR, starting as soon as the nurse marks "In Room" and ending when the nurse marks "Out of Room". Answer: Charge Code Table In which record would you indicate that the count should start at "In Room" and end at "Out of Room" Charge Settings An OR Manager says, "I need you to make a new rule that says, 'If a supply is wasted because it was opened but not used, charge for it anyway.'" Would this be configured in a rule, as the manager suggests? If not, where would it be configured Answer: This shouldn't be set up in a rule. It is configured in a charge settings record Make sure you can define the following key terms: ☐ Professional charge ☐ Technical charge ☐ Charge Code ☐ Charge Code Table ☐ Charge settings ☐ Charge profile ☐ OR Charging context rule Make sure you can perform the following tasks: ☐ Configure a Charge Code Table ☐ Create and configure a charge settings record ☐ Create a charging rule ☐ Create a charge profile ☐ Add charge settings and rules to charge profiles ☐ Attach a charge profile to Location or System Definitions and set charge trigger points What happens if you check do not update with the preference cards? the future scheduled procedures will use the original version of the preference card and only new cases will use the updated version What does Recopying preference cards do? overwrites settings in original card (you can overwrite the list of resources, picklist, or both what does the Surgeon Preference Card Copy do? allows you to make multiple copies of multiple preference cards from one surgeon for another (makes new preference cards) do you need a procedure level in the preference card? nah, if left blank it looks to the ORP hierarchy all the way up to the base procedure (building by exception) What does the Prreference Card Comparison Tool allow you to do? -Identify differences for the same procedure -Identify differences between supplies and implants listed on the preference card and those used/wasted during past procedures 1. Why are preference cards imported before go‐live rather than built by hand? Preference cards are imported because an organization will have thousands of preference cards. Importing not only allows for many preference cards to be created at once, but also lets you preserve a legacy system's preference card data for use in Epic. 2. What is the purpose of a dashboard? What sorts of components can a dashboard contain? Dashboards are used to display targeted information to users. They can be made up of reports, links to other activities, and more. 3. What does it mean for a report to be Actionable? ? Actionable means that the user can take immediate action on the results of a report. 4. What is the difference between Copy and Recopy? Copy is when you create a new preference card using the information in another. Recopy is when you overwrite settings in an already existing preference card with those from another. 4. What is scripting? What does it mean in the context of SmartForms and Flowsheets? Scripting is when one piece of a SmartForm affects another. SmartForms support rich scripting, such as showing/hiding components, changing data values, and more. Flowsheets can cascade, which is when the value entered in one row can add additional rows or groups to the template. 5. Why should you follow naming conventions when building Flowsheet row and group records? Both Flowsheet rows and groups are FLO records, so adding an "R" to a row name and a "G" to a group name helps distinguish them when searching FLO records. 6. What is the purpose of cascading Flowsheets and how do they increase the usability of a Flowsheet? Cascading Flowsheets are used when not all rows/groups of a template need to be visible or documented in by default. Having certain rows/groups start removed allows the template to appear less cluttered to end users, and additional rows/groups are added only when they become relevant. Make sure you can perform the following tasks: ☐ Duplicate a SmartForm ☐ Rename SmartForm component prompts and buttons ☐ Hide undesired SmartForm component buttons ☐ Delete unwanted SmartForm components ☐ Rearrange SmartForm components ☐ Identify whether or not there is a problem in a SmartForm's scripting ☐ Remove a nonexistent component from SmartForm scripting ☐ Attach a standard intraprocedure SmartForm to a profile ☐ Attach timeout SmartForms to a profile ☐ Build Flowsheet rows, groups, and templates ☐ Attach Flowsheet templates to the profile ☐ Configure cascading Flowsheets Getting to Phase of Care options on Text Clinical Administration > Management Options > Edit System Definitions > Procedure, Scheduling, Task > General Options > Page Down once to Phase of Care Options 1. What is the difference between a preference list and an Order Set? Both are preconfigured lists of orders. - Preference lists are specific to users or groups of users ﴾like those that share a job role﴿, - Order Sets are specific to scenarios. 2. How does the system know whether to sign or sign and hold an order? The Phase of Care Options table in EMR System Definitions ﴾LSD﴿ determines the signing action for an order based on its phase of care and the patient's location. (on text) 3. In what order does the system search preference lists? It will first search the user and profile preference lists simultaneously. If no matches are found, it will search the facility list. 4. How many sections do most Foundation System preference lists have? Most Foundation System preference lists have only one section. Make sure you can perform the following tasks: ☐ Create a preference list ☐ Assign phase of care to items in a preference list ☐ Attach a preference list to a profile Make sure you fully understand and can explain the following concepts: ☐ How orders are assigned a signing action ☐ Preference list levels and how the system searches through them What are the components of charge settings? -General Info -Technical Charges: Supplies, Implants, Timing Charges (PACU etc.) -JXP OR CV Emergency Patient Charge Settings What is an item default and how does it allow for efficient build?