CLN 251/252 : Configuring the Epic End User Clinical

Report

Displays information, shareable, appears in different activities

Print Group

A group of records shared across reports

Profile

Contains details within activities, can control settings

Chart Review Tabs

Tabs for reviewing charts in a profile

Note Speed Buttons

Buttons for quickly adding notes in a profile

SmartText

A feature in a profile for adding pre-defined text

Workflow Engine Rule

A set of conditions that will change a patient workspace based on certain conditions.

More Menu

A menu in a workflow engine rule

Activity Tabs

Tabs for navigating activities in a workflow engine rule

Navigators

Guide clinicians through a workflow

Sidebar

A side panel in a workflow engine rule

Storyboard

A visual representation of a workflow in a workflow engine rule

Role

Determines layout and behavior, controls various settings

Max Number of Workspaces

The maximum number of workspaces a user can have

Use Last Login Department

Determines the department a user logs into by default

Startup Activities

Activities that are automatically opened when a user logs in

Toolbars and Menus

Customizable toolbars and menus in a role

Timeout Interval and Action

Determines the time period of inactivity before a user is logged out

Security Class

Controls access to different functionalities

Basket of Keys

Types of security, including In Basket, Reporting Workbench, Shared, EpicCare, Inpatient

Point

An individual piece of functionality

Class

A grouping of points

Provider

Provides clinical care, has specific criteria for needing one

Scheduled with Patients

One of the criteria for needing a provider

Clinical Credentials

One of the criteria for needing a provider

Completes Clinical Documentation

One of the criteria for needing a provider

Authorizes Orders

One of the criteria for needing a provider

Referrals

One of the criteria for needing a provider

User

Logs in to the system, determines login details and settings

ID/Password

Credentials used to log in

Default Login Department

The department a user logs into by default

Link to Template

Connects a user to a template with shared settings

Link to Provider

Connects a user to a provider

Chronicles

Epic's database management system. Data lives here.

Hyperspace

Epic's front-end user interface.

Text

Back end, text-based interface for administrators. build and use utilities here.

Master File

Stores data about one type of thing. "drawer"

INI

Abbreviated name for a master file

Record

Stores information about one specific entity in a master file. "file folder inside the drawer"

Contact

A date-specific snapshot of data within a record. "piece of paper inside the folder."

What is a Record Viewer?

A tool to view records in Chronicles.

What can you do with a Record Viewer?

Take a read-only look at a record.

What is the purpose of a Record Viewer?

To view records and their data in Chronicles.

How are records and data displayed in a Record Viewer?

Records and data may have different naming and content.

What is a Report (LRP)?

Displays information and is shareable.

What is a Print Group (LPG)?

A group of records shared across reports.

What is a Profile (LPR)?

Contains details within activities and is shareable.

What can be controlled in a Profile (LPR)?

Over 1000 settings, including Chart.

What are the review tabs in a Profile (LPR)?

LQT, Note speed buttons for SmartText (ETX), Reports (LRP), and more!

How many levels can a Profile (LPR) be assigned at?

Six different levels in a hierarchy.

How is a compiled profile created?

System compiles item by item.

What are the components of a Workflow Engine Rule (LOR)?

More Menu, Activity Tabs, Navigators, Sidebar, Storyboard (MANSS).

What are Conditional Statements in a Workflow Engine Rule (LOR)?

Evaluate properties against operators and values.

What happens if a condition in a Workflow Engine Rule (LOR) contains one property, operator, and value?

It is considered a case.

What happens if a Workflow Engine Rule (LOR) has nested conditions?

They are evaluated using AND.

What does the 'Then' directive in a Workflow Engine Rule (LOR) do?

It sets the 'details' or directs to another rule.

What is a Navigator (LVN)?

Guides clinicians through a workflow and is shareable.

What are the different types of LVN records?

Templates, Topics, Sections.

Where is a Navigator (LVN) usually assigned?

In a Workflow Engine Rule (LOR).

What is a Role (E2R)?

Determines layout and behavior and is shareable.

What settings can be determined by a Role (E2R)?

Max number of workspaces, Use last login department, Startup activities (E2N), Toolbars and menus (E2U), Timeout interval and action.

What is a Security Class (ECL)?

Determines access and is shareable.

What are the types of Security in a Security Class (ECL)?

In Basket, Reporting Workbench, Shared, EpicCare, Inpatient.

What is a Provider (SER)?

Provides clinical care and there is one per person/thing.

What are the requirements for needing a Provider (SER)?

Scheduled with patients, Clinical credentials/completes clinical documentation, Authorizes orders, Referrals to/from (SCAR).

What is Chronicles?

Epic's database management system

What is Hyperspace?

Epic's front-end user interface

What is the Classic client?

The original Hyperspace client used for building, configuring records, and using utilities

What is Text?

A text-based interface used by administrators for creating, editing, and analyzing records

What are some applications of Text?

Clinical Administration, Chronicles, Training Tools

What are master files?

Files that store all the data about one type of thing

What is a record?

A specific entity in a master file that stores information and has a unique ID

What is a contact?

A date-specific snapshot of the data within a record

What is an item?

A question prompt on a standardized form

What is the purpose of Built in Text?

To create, edit, and analyze records in Chronicles

What is the purpose of User Template (EMP)?

To contain shared settings for similar users

What is the purpose of department (DEP)?

To link to the template (EMP) and provider (SER), if needed

What is the purpose of Log in?

To determine ID/password and default login

What is the purpose of Classic icon in training?

To launch the original Hyperspace client (Classic client)

What is the purpose of Clinical Administration in Text?

To manage various clinical apps

What is the purpose of Chronicles in Text?

To import, duplicate, hide, search for, or manage records

What is the purpose of Training Tools in Text?

To provide tools for training, such as patient duplication

What is the purpose of a master file?

To store all the data about one type of thing

What is the purpose of a record?

To store information about a specific entity in a master file

What is the purpose of a contact?

To store date-sensitive information about a record

What is a value in Chronicles?

The answer or information specified for an item in a record.

What does the INI field represent in Chronicles?

Master File

What does the left shaded column in the main Record Viewer workspace represent?

Items

What does the right side of the main Record Viewer workspace represent?

Values

What are reports in Epic?

Printed or displayed information that helps users stay informed about a patient.

What are print groups in Epic?

Determines what information displays and how it is formatted in a report. Information is retrieved from chronicles by looking at specific items and their values.

Where do print groups get their information from?

Chronicles by looking at specific items and their values.

What is the purpose of the Report & Print Group Assistant?

To help administrators manage reports by providing record names and IDs.

What information can be seen for each print group in the Report & Print Group Assistant?

Category it belongs to (e.g. Patient List, Chart Review).

What is the Session Information Report?

A troubleshooting tool that displays important information related to a user's current session.

What can be determined by the category a print group belongs to?

Where the print group is used (e.g. Patient List, Chart Review).

What is the print group?

A preview of how the print group appears to end users.

What is the efficient level to start profile build?

The most general level in the hierarchy

What is the Rule of Specificity?

Making general settings in broad levels and overriding in specific levels

What does building by exception allow for?

Efficient build that is easier to maintain over time