EPIC TRAINING Actual TEST BANK: EPICCARE
AMBULATORY | Questions with 100% Correct
Answers & Explanations
Part 1: Navigation & System Foundations
(Questions 1-18)
Q1: [Multiple Choice]
A medical assistant needs to quickly access the patient lookup tool to find a patient by
MRN before scanning insurance cards. Which keyboard shortcut or button immediately
opens the Patient Station from any screen in Hyperspace?
A. F1 key
B. The Epic Button (top-left) → Patient Station
C. Ctrl + Shift + P
D. Clicking the patient name in the Storyboard
Answer: B
Rationale: The Epic Button (or pressing F2) opens the main menu where Patient Station
is accessible. While the Storyboard shows current patient context (D), it doesn't open
the lookup tool. F1 opens Help, and Ctrl+Shift+P is not a standard Epic shortcut. The
Patient Station is the dedicated tool for patient lookup by name, DOB, or MRN .
,Q2: [Multiple Choice]
A provider wants to create a custom documentation template that automatically inserts
the patient's last name, current date, and last CBC results into a progress note. Which
combination of SmartTools enables this functionality?
A. SmartPhrase containing .name, .today, and .LASTCBC SmartLinks
B. SmartText with embedded Flowsheet rows
C. SmartList with demographic tokens
D. SmartSet configured for note templates
Answer: A
Rationale: SmartPhrases expand text and can embed SmartLinks (denoted by dots) that
pull dynamic data from the chart. SmartLinks like .lname or .LASTCBC automatically
populate current data when the phrase expands. SmartTexts (B) are static templates,
SmartLists (C) provide selection options rather than auto-population, and SmartSets (D)
are for orders and clinic workflow tools, not note text .
Q3: [True/False]
The "Chart Search" activity allows users to search for specific text within all previous
documentation, medication names, and problem list entries for a patient, but cannot
search discrete flowsheet data or lab result values.
Answer: False
Rationale: Chart Search searches narrative text within notes, reports, and orders, but
does not search discrete data like specific lab values or flowsheet rows. For discrete
,data trends, clinicians should use Synopsis views, Flowsheets Review, or Result Review
activities. The limitation described is accurate, but the statement claims it cannot
search these, making the inverse actually true—Chart Search is specifically for text, not
discrete data .
Q4: [Multiple Choice]
A nurse attempts to document vitals in a SmartForm within the Visit Navigator. After
entering the data, the form fields appear blank when reopened 10 minutes later. What is
the most likely cause?
A. The nurse clicked "Accept" instead of "File" to save the documentation
B. The patient was discharged from the encounter
C. The SmartForm is read-only for nursing staff
D. The Epic client lost connection to the server
Answer: A
Rationale: In Epic documentation activities (including SmartForms and Note Writer),
"Accept" typically applies changes locally but does not file the data to the chart. The
"File" button (or Sign for notes) commits data to the database. SmartForms in
navigators specifically require filing to persist data. Discharging the encounter (B) would
prompt about unfiled data, and read-only restrictions (C) would prevent entry entirely .
Q5: [Multiple Choice]
Which key combination opens the "Claw" tool, allowing super-users and analysts to view
technical details about a specific field or navigator section in Hyperspace?
, A. Ctrl + Alt + Shift, then press F12
B. F8
C. Ctrl + Right-click on the field
D. Alt + F4
Answer: A
Rationale: The Navigator Claw (Ctrl+Alt+Shift, then F12 or F11 depending on version)
displays technical details including record names, template IDs, and field properties for
troubleshooting build issues. This is a standard build/analysis tool used when
reporting issues to Epic or IS teams .
Q6: [True/False]
SmartLists inserted into SmartPhrases appear as yellow-highlighted tokens for
single-select options and teal-highlighted tokens for multi-select options in the
documentation editor.
Answer: True
Rationale: This is the standard color-coding convention in Epic's Note Writer and other
documentation fields. Yellow indicates single-response SmartLists (only one option can
be selected), while teal indicates multi-response SmartLists (multiple options can be
selected). This visual cue helps clinicians recognize the selection behavior before
expanding the token .
Q7: [Multiple Choice]
AMBULATORY | Questions with 100% Correct
Answers & Explanations
Part 1: Navigation & System Foundations
(Questions 1-18)
Q1: [Multiple Choice]
A medical assistant needs to quickly access the patient lookup tool to find a patient by
MRN before scanning insurance cards. Which keyboard shortcut or button immediately
opens the Patient Station from any screen in Hyperspace?
A. F1 key
B. The Epic Button (top-left) → Patient Station
C. Ctrl + Shift + P
D. Clicking the patient name in the Storyboard
Answer: B
Rationale: The Epic Button (or pressing F2) opens the main menu where Patient Station
is accessible. While the Storyboard shows current patient context (D), it doesn't open
the lookup tool. F1 opens Help, and Ctrl+Shift+P is not a standard Epic shortcut. The
Patient Station is the dedicated tool for patient lookup by name, DOB, or MRN .
,Q2: [Multiple Choice]
A provider wants to create a custom documentation template that automatically inserts
the patient's last name, current date, and last CBC results into a progress note. Which
combination of SmartTools enables this functionality?
A. SmartPhrase containing .name, .today, and .LASTCBC SmartLinks
B. SmartText with embedded Flowsheet rows
C. SmartList with demographic tokens
D. SmartSet configured for note templates
Answer: A
Rationale: SmartPhrases expand text and can embed SmartLinks (denoted by dots) that
pull dynamic data from the chart. SmartLinks like .lname or .LASTCBC automatically
populate current data when the phrase expands. SmartTexts (B) are static templates,
SmartLists (C) provide selection options rather than auto-population, and SmartSets (D)
are for orders and clinic workflow tools, not note text .
Q3: [True/False]
The "Chart Search" activity allows users to search for specific text within all previous
documentation, medication names, and problem list entries for a patient, but cannot
search discrete flowsheet data or lab result values.
Answer: False
Rationale: Chart Search searches narrative text within notes, reports, and orders, but
does not search discrete data like specific lab values or flowsheet rows. For discrete
,data trends, clinicians should use Synopsis views, Flowsheets Review, or Result Review
activities. The limitation described is accurate, but the statement claims it cannot
search these, making the inverse actually true—Chart Search is specifically for text, not
discrete data .
Q4: [Multiple Choice]
A nurse attempts to document vitals in a SmartForm within the Visit Navigator. After
entering the data, the form fields appear blank when reopened 10 minutes later. What is
the most likely cause?
A. The nurse clicked "Accept" instead of "File" to save the documentation
B. The patient was discharged from the encounter
C. The SmartForm is read-only for nursing staff
D. The Epic client lost connection to the server
Answer: A
Rationale: In Epic documentation activities (including SmartForms and Note Writer),
"Accept" typically applies changes locally but does not file the data to the chart. The
"File" button (or Sign for notes) commits data to the database. SmartForms in
navigators specifically require filing to persist data. Discharging the encounter (B) would
prompt about unfiled data, and read-only restrictions (C) would prevent entry entirely .
Q5: [Multiple Choice]
Which key combination opens the "Claw" tool, allowing super-users and analysts to view
technical details about a specific field or navigator section in Hyperspace?
, A. Ctrl + Alt + Shift, then press F12
B. F8
C. Ctrl + Right-click on the field
D. Alt + F4
Answer: A
Rationale: The Navigator Claw (Ctrl+Alt+Shift, then F12 or F11 depending on version)
displays technical details including record names, template IDs, and field properties for
troubleshooting build issues. This is a standard build/analysis tool used when
reporting issues to Epic or IS teams .
Q6: [True/False]
SmartLists inserted into SmartPhrases appear as yellow-highlighted tokens for
single-select options and teal-highlighted tokens for multi-select options in the
documentation editor.
Answer: True
Rationale: This is the standard color-coding convention in Epic's Note Writer and other
documentation fields. Yellow indicates single-response SmartLists (only one option can
be selected), while teal indicates multi-response SmartLists (multiple options can be
selected). This visual cue helps clinicians recognize the selection behavior before
expanding the token .
Q7: [Multiple Choice]
