EPIC ANE350 – EPIC SYSTEMS ANESTHESIA MODULE – COMPLETE CONFIGURATION AND
WORKFLOW STUDY GUIDE A+ VERIFIED LATEST VERSION
1. What is the purpose of the Show Headers button?: It shows the arrangement of the Report
Columns used on that Status Board without opening Report Settings.
2. How do you determine which cases and appointments the Status Board will
look for?: It is based on the information on the Criteria Tab in Report Settings - specifically the Location and
Department fields
3. What does a resource type (ORT) record do?: 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 .
4. 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.: FALSE. It it the Anesthesia Statt Type field that links to a Resource Type (ORT) Record.
5. True or False: All providers must have a provider (SER) record before they
can be assigned to an appointment or case.: TRUE. The SER record must be exist in order to
be documented to anything in the EHR.
6. True or False: All users must have a user (EMP) record before they can be
documented by name in a patient's chart.: 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.
7. 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.: Items
8. 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).: Menus - Menu E2Us are made from a collection of several Item
E2Us. The same Item E2U records can be used in several ditterent Menu E2U records.
9. What are the three types of flowsheet records?: Rows, Groups, Templates
10. 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?: 1. Create a new flowsheet (or modify an existing one).
2. Attach the flowsheet to the Position Button (Item E2U).
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, EPIC ANE350 – EPIC SYSTEMS ANESTHESIA MODULE – COMPLETE CONFIGURATION AND
WORKFLOW STUDY GUIDE A+ VERIFIED LATEST VERSION
3. Make sure the updated Position Button is listed in the Toolkit (Menu E2U).
4. Make sure the updated Toolkit (Menu E2U) is listed in the appropriate User Role(s) or Intraprocedure Activity.
5. If using User Roles, make sure the User Role is linked to the right Users or User Templates.
11. How do you configure a flowsheet template so a timeline doesn't appear
when that flowsheet opens in the Intraprocedure Activity?: In the Flowsheet Template,
on the Display Form, mark Single Column Template.
12. In what field of an E2U button record do you attach the flowsheet it will link
to when a user clicks that button?: Message Params
13. In which record do you configure the LDAs that are available from that
activity in the Intraprocedure Activity?: Profile
14. What is a customizable form in Hyperspace that uses point-and-click docu-
mentation for gathering clinical and other patient data?: SmartForm
15. What type of SmartForm is the Anesthesia Block?: Procedure SmartBlock
16. Why is the type of SmartForm important?: It dictates where and how a SmartForm can be
used. Anesthesia Pre-and Post-Evaluation SmartForms are a ditterent type.
17. What do you call an Item on a SmartForm that is usually used to capture
information?: Component
18. What do you call custom items that can be created without any knowledge
of code and allow information to be stored in Chronicles?: SmartData Elements
19. Why doesn't each option in the list have its own SmartData Element?: 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.
20. What do Text Generation Templates do?: 1. Translate your SmartForm into note text
2. Have a 1:1 ratio to SmartForms for Anesthesia Block notes
21. True/False: Each SmartForm that you configure should have an associated
Text Generation Template.: True - Text Generation Templates are necessary for the creation of notes
from a SmartForm.
22. Text Generation Templates are made up of a series of Statements. What are
Statements?: Phrases that generate automatically from selections in a SmartForm.
23. Is the Preanesthetic Checklist list Multiple-select or Single-select?: Multiple-se-
lect list.
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WORKFLOW STUDY GUIDE A+ VERIFIED LATEST VERSION
1. What is the purpose of the Show Headers button?: It shows the arrangement of the Report
Columns used on that Status Board without opening Report Settings.
2. How do you determine which cases and appointments the Status Board will
look for?: It is based on the information on the Criteria Tab in Report Settings - specifically the Location and
Department fields
3. What does a resource type (ORT) record do?: 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 .
4. 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.: FALSE. It it the Anesthesia Statt Type field that links to a Resource Type (ORT) Record.
5. True or False: All providers must have a provider (SER) record before they
can be assigned to an appointment or case.: TRUE. The SER record must be exist in order to
be documented to anything in the EHR.
6. True or False: All users must have a user (EMP) record before they can be
documented by name in a patient's chart.: 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.
7. 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.: Items
8. 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).: Menus - Menu E2Us are made from a collection of several Item
E2Us. The same Item E2U records can be used in several ditterent Menu E2U records.
9. What are the three types of flowsheet records?: Rows, Groups, Templates
10. 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?: 1. Create a new flowsheet (or modify an existing one).
2. Attach the flowsheet to the Position Button (Item E2U).
1/6
, EPIC ANE350 – EPIC SYSTEMS ANESTHESIA MODULE – COMPLETE CONFIGURATION AND
WORKFLOW STUDY GUIDE A+ VERIFIED LATEST VERSION
3. Make sure the updated Position Button is listed in the Toolkit (Menu E2U).
4. Make sure the updated Toolkit (Menu E2U) is listed in the appropriate User Role(s) or Intraprocedure Activity.
5. If using User Roles, make sure the User Role is linked to the right Users or User Templates.
11. How do you configure a flowsheet template so a timeline doesn't appear
when that flowsheet opens in the Intraprocedure Activity?: In the Flowsheet Template,
on the Display Form, mark Single Column Template.
12. In what field of an E2U button record do you attach the flowsheet it will link
to when a user clicks that button?: Message Params
13. In which record do you configure the LDAs that are available from that
activity in the Intraprocedure Activity?: Profile
14. What is a customizable form in Hyperspace that uses point-and-click docu-
mentation for gathering clinical and other patient data?: SmartForm
15. What type of SmartForm is the Anesthesia Block?: Procedure SmartBlock
16. Why is the type of SmartForm important?: It dictates where and how a SmartForm can be
used. Anesthesia Pre-and Post-Evaluation SmartForms are a ditterent type.
17. What do you call an Item on a SmartForm that is usually used to capture
information?: Component
18. What do you call custom items that can be created without any knowledge
of code and allow information to be stored in Chronicles?: SmartData Elements
19. Why doesn't each option in the list have its own SmartData Element?: 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.
20. What do Text Generation Templates do?: 1. Translate your SmartForm into note text
2. Have a 1:1 ratio to SmartForms for Anesthesia Block notes
21. True/False: Each SmartForm that you configure should have an associated
Text Generation Template.: True - Text Generation Templates are necessary for the creation of notes
from a SmartForm.
22. Text Generation Templates are made up of a series of Statements. What are
Statements?: Phrases that generate automatically from selections in a SmartForm.
23. Is the Preanesthetic Checklist list Multiple-select or Single-select?: Multiple-se-
lect list.
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