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The relationship between security points and security classes in the epic system. It explains how users are linked to security classes either directly or via a template, and how security classes determine the functionality and configuration that users have access to in hyperspace. The document also covers the different types of security classes, the value of using the foundation system security classes as a starting point, the difference between what security impacts and what a role impacts, and how profiles interact with each other to create a compiled profile. Additionally, it discusses the relationship between workflow engine rules and profiles, the types of records needed to create a navigator, and the basic principles of compiled profile configuration. Insights into the various aspects of security and configuration management in the epic system, which are crucial for healthcare organizations using the epic platform.
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What security types does every user need? - answer>>In Basket, Reporting Workbench, Shared What is the effect a user's security has on Hyperspace? - answer>>Security controls access tofunctionality- what a user is or is not allowed to do in the system.
What is the relationship between security points and security classes? - answer>>Security points grantaccess to a singe piece of functionality, like a key. A security class is a collection of security points, like a key ring. Users are linked to security classes either directly or via a templateUsers are not linked directly to security points.
What is the difference between various types of security classes? - answer>>All users need: In Basket,Shared, Reporting Workbench In Basket -Use Out Basket, Edit PoolsShared -Edit SmartText, Provider FinderReporting Workbench -My Reports, Share ResultsEpicCare is for all users of clinical tools -Chart Review, Rx Non-controlledInpatient is for all users of clinical tools in a hospital setting -Care Plans, Discharge Writer Why would a user would need multiple types of security classes? - answer>>More feasible sharing ofsecurity, decreasing the amount of build. Give different types of access to the affected group of users
What is the value of using Foundation System security classes as a starting point? - answer>>Saves theeffort of build and useable out of the box with little to no modification.
Made with best practice and recommendations in mind. What is a Role? - answer>>Records (E2R) used to configure the layout (including the workspaces thatappear by default when a user logs in [startup activities]), Epic button and toolbar layout, and ground rules (such as how long a workstation can remain idle before the system times out) for an end user'sHyperspace experience.
What is a Descriptor? - answer>>The technical names of activities. Role records refer to the descriptionsof activities and menus that should display.
What is a Startup activity? - answer>>Activity that is launched immediately upon logging in. All startup activities are considered ONE workspace.What is the effect a user's role has on Hyperspace? - answer>>Default startup activities Maximum number of workspacesAutomatic timeout settings Epic button and toolbar layoutLayout User's last login department will default What is the difference between what security impacts and what a role impacts? - answer>>Securitydetermines a user's access to functionality. Role determines where the user goes in Hyperspace to access that functionality. What is a Category list? - answer>>Defined set of possible values for a particular item What is a Category value? - answer>>An individual choice on a category list.Have details associated with them: number (ID), title, synonym, and abbreviation.
What is a system category list? - answer>>System: Category lists controlled entirely by Epic. These listsare uneditable Release Range: All Categories
Why are some lists Epic-controlled, while others may be extendible or customer-controlled? -answer>>Some lists are Epic-controlled or partially Epic-controlled (extendible) in order to make sure configuration continues to work properly (such as allergies). Some lists are customer-controlled because certain lists may vary from organization to organization(such as immunization manufacturer category list).
How does Hyperspace, Chronicles, and Clinical Administration Interact? - answer>>Hyperspace is inconstant communication with Chronicles. Chronicles is what stores and presents that information in Hyperspace. For example, an end user will log in to Hyperspace, but Hyperspace will ask Chronicles ifthat log in is valid. The verification tools will also come from Chronicles.
Text lets you create and modify data in Chronicles. Usually used by administrators. You can editinformation about procedures or providers. For example, you can edit the location of a provider, which will update in Chronicles. Once that provider is selected in Hyperspace, that updated location will nowbe reflected.
Explain how different items require different data types? - answer>>Some items won't change overtime. For example, a date of birth. This is called a noadd item There are items that will have a response recorded on a regular basis. This is called a response eachtime.
Explain how certain master files use contacts to track how item values change over time? -answer>>Contacts are date-specific, which will allow tracking of that item over time.
Does Hyperspace store patient data? - answer>>No Can you use Record Viewer to edit data in a Record? - answer>>No. Record viewer only allows you toview data.
How can you quickly exit a record from any screen? - answer>>Press Shift+F7. What do you use as separators when chaining? - answer>>Use commas or semi-colons
What key do you press at a master file prompt to quickly access the same record that you last accessedthere? - answer>>Press the equal (=) key
How do you see help text? - answer>>Press Shift+F How do you leave the help text? - answer>>Press enter and tab. A report is a collection of individual_____ - answer>>Print groups What activity should an end user use to view the names and ID numbers of print groups in Hyperspace?- answer>>Session Information Report
Builders in charge of editing master file records can only do so in text? T/F - answer>>No. Some masterfiles may be accessed and edited from Hyperspace.
What is the basic facility structure? - answer>>Bed-Most specific, admitted patients assigned here Room- Contains one or more beds, generally tracks where patient is in building, used to make labels Department-Areas that schedule or admit patients, provide a place for people to login. Revenue (Also called Locations)-Collection of departments. Represent buildings where people actually work (hospitals, clinics) Service Area-Business entities of the organization, tracks revenue and accounts, can represent geographical region, or entire organizationFacility -Most general, refers to entire enterprise. What are the 4 types of department? - answer>>Hospital-Areas that admit patients to a room and bed
If a patient encounter does not match conditions in a Workflow Engine rule, does the system look for arule in the next level of the profile hierarchy? - answer>>No. Settings found in the role and compiled profile for the patient encounter will be used. When will a Workflow Engine rule continue to look for more conditions to evaluate? - answer>>If thefirst set of directions specifies "continue afterwards"
Why does an MRI machine and classrooms have a record in Provider master file? - answer>>The MRIMachines and classrooms are scheduled resources.
Can you link to the corresponding user record or a user template in the provider record? - answer>>No.The linking is established in the user record. Multiple users may not be linked to the same provider record. What function does security perform in Epic? - answer>>Security controls access to functionalitya user is or is not allowed to do in the system. — what
Explain the difference between a security class and a security point? - answer>>A security point grantsaccess to a single piece of functionality; it's like a key. A security class is like a collection of security points, like a key ring. Users are assigned a security class. How are security classes assigned to a user? - answer>>Users are linked to security classes in their useror user template record
What function does the role record perform in Epic? - answer>>A role record determines the layout andground rules of Hyperspace
What is controlled by the role record? - answer>>Default Startup ActivitiesMaximum number of workspaces Automatic Timeout Settings What is the difference between role and security? - answer>>Security determines a user's access tofunctionality, while role determines where the user goes in Hyperspace to access that functionality.
To access a category list in the Category List Maintenance Activity, what information do you need? -answer>>Master file (INI) and item number
Can a category list have more than one synonym? - answer>>Yes Which options within activities are controlled by profiles? - answer>>Chart Review TabsPreference Lists Reports Which records are created to guide clinicians through workflows efficiently? - answer>>Navigators (LVN) Explain how certain master files use contacts to track how item values change over time? -answer>>Contacts are date-specific, which will allow tracking of that item over time.
What is a Profile? - answer>>Profile (LPR) records configure options within activities a user can access. What is Chronicles (entire file cabinet)? - answer>>Epic's database management systemWhat is an Item? - answer>>Question prompt on a standardized form What is a Property? - answer>>Relevant information, such as encounter type, which is defined by aproperty record in the Properties (LRC) master file. What is a Compiled profile? - answer>>A compiled profile, also called a composite profile, representsthe collection of profile settings that will impact a user
What is a Master file (drawers)? - answer>>Information in Chronicles is organized into master files. Eachmaster file stores all the data about one type of thing. For example, one master file has information about patients. Some are updated constantly (called dynamic), while some are only updated by administrators (calledadministrative or static).
What is the abbreviated name called for each master file? - answer>>Each master file has anabbreviated name called the INI. A master's file INI is a three-character initial. For example, Patients is EPT.
What is a Profile hierarchy? - answer>>Six different levels Epic looks at each of these levels to create a compiled profile, going from specific to general:-User Template (EMP) Individuals with exceptional needs-EpicCare Security Class (ECL) A job's exceptional needs-Department (DEP) A department's (login dept) needs-Location (EAF) Clinic or hospital's needs-Service Area (EAF) Billing region's needs-System Definitions (LSD) Global (organization) all CLINICAL users-Not to be confused with Facility Records (EAF), which impacts other organizational settings.
How a profile affects Chart Review, reports, and preference lists? - answer>>Since a profile determineshow activities look and what options are available within that activity, the settings of a profile affect all these activities. How profiles interact with each other to create a compiled profile? - answer>>Epic compiles settingsacross profiles on an item-by-item basis, not screen-by-screen. If you set a particular item on a screen in a user template-level profile but leave the rest of the screenblank, the system takes the one setting from the user template-level profile and looks to the other levels for the remaining settings What are the basic principles of compiled profile configuration? - answer>>Compiled profile looks at thesix different levels from specific to general in order to create a special collection of settings. The more specific level with take over the more general level. Determine where to build and link profiles based on knowledge of the profile hierarchy? -answer>>Generally, you should make changes to the most general to the most specific. Keep in mind the users' needs and who this needs to affect.
By making profile settings at the most general level in the hierarchy possible, you can save yourself timebuilding and maintaining the profiles you create. Building at the most general level possible is therefore the most efficient way to ensure successfulleveraging of the profile hierarchy.
What are the two goals when determining how to change a profile? - answer>>Make the right changesfor the users who need them Don't make the changes for users who don't need them How can you identify which is the best level to make changes to profile settings? - answer>>Whatsetting needs to change? Which users need the change?What do the users who need the change have in common? What's the most general hierarchy level that could deliver this change to the correct users? What is a Template record? - answer>>The most general type of navigator record. Within the templaterecord, administrators can define one or more topics, which are groupings of navigator sections. The template, thus, defines a single, complete navigator. What is a Topic record? - answer>>A grouping of related navigator sections. After grouping sections bytopic, the topic records are configured within a navigator template record.
What is a Section record? - answer>>The most basic building block of a navigator. Generally, a sectionallows a clinician to complete a particular task, such as document allergies or write a progress note.
What is the relationship between navigator sections, topics, and templates? - answer>>Each navigator iscomposed of three types of records: templates, topics, and sections. All of those types of records are part of the LVN master file. Templates are a single complete navigator, topics are groups of sections, andsections are within these topics, allowing users to complete a particular task (for example, write a progress note). How navigators are assigned with Workflow Engine Rules? - answer>>Workflow Engine Rules evaluatethe situation for a particular patient encounter and determine which navigator template to show. The system looks to a user's profile hierarchy to consult a record.
Settings found in the role and compiled profile for the patient encounter will be used. The system willnot look for additional Workflow Engine rules at other levels in the profile hierarchy.
How does the Workflow Engine evaluates properties? - answer>>The conditions evaluate propertiesabout the user, the patient, or the type of encounter (admission, office visit, etc.). After matching on conditions, the directives then arrange the patient workspace. What is a User record? - answer>>Part of User (EMP) master file. Control IDs, passwords, establishesimportant links to other records that determine access to functionality and Hyperspace configuration. Anyone who needs to log in to Hyperspace needs his/her own user record.Can be linked with provider record.
What is a Linkable template? - answer>>Also called user templates, are records also in the User (EMP)master file that allow you to create a single record to maintain shared settings for multiple user records. When a template is changed, all of the linked users are automatically updated to reflect the change. When updating a linkable template, are all linked users updated? - answer>>Yes Why would having more than one user template be helpful? - answer>>This is helpful for: Users at the organization who has different job responsibilities on different days (keep in mind, JOBROLE, not different areas). Users who are working with the project team.Providers who have an ambulatory template and require a more robust template with inpatient settings.
What is a Default login department? - answer>>Department user is assigned and logs in to when userlogs in to Epic.
What are the criteria for a person or resource to require a provider record? - answer>>A person orresource will need a provider record if one of the criteria is met: Remember SCARScheduled with patients Completes clinical documentation
Authorizing provider Referrals to/fromExample is nurses, doctors, MRI machines.
Who needs a user record? - answer>>Anyone who needs to log in to HyperspaceContains several security classes. Beneficial since it will allow for more feasible sharing of security, decreasing the amount of build. What are the advantages of linking a user to a template? - answer>>Reduce changes needed to beupdated on a user profile. Or user templates, are records also in the User (EMP) master file that allow you to create a single recordto maintain shared settings for multiple user records. When a template is changed, all of the linked users are automatically updated to reflect the change. What are the advantages of linking a user to more than one template? - answer>>A user record canhave more than one user template. This is helpful for: Users at the organization who has different job responsibilities on different days (keep in mind, JOBROLE, not different areas). Users who are working with the project team.Providers who have an ambulatory template and require a more robust template with inpatient settings.
What is set by the user record? - answer>>Default login department User IDPassword Link to Provider RecordLink to Template In Basket What is set by the user template? - answer>>EpicCare security classReporting Workbench security class
What is a Security class? - answer>>Security points of the same type are lumped into security classes,like rings of keys, and then assigned to the appropriate groups of users.
What is a Security point? - answer>>Individual keys to pieces of Epic functionality. Each activity (like Chart Review) is associated with one or more security points. If a user has the securitypoint, he has access to the activity. If he does NOT have the required security point, then he will not be able to launch the activity.In most cases, the user won't even see the activity, or it might appear as grayed out.
What are some main security types? - answer>>Security points are typically referred to by the type ofsecurity class they are found in a number. Inpatient EpicCareReporting Workbench In BasketShared
What is a Foundation security class? - answer>>Epic's Foundation security class serves as a starting pointfor customers, as it is configured with providers, users, roles, security classes, profiles, and other settings that reflect Epic's recommendations and best practices.