Ultimate Prep Guide
Master the Key Workflows, Admin Tools & Configuration
Essentials to Pass with Confidence
Study Tips & Strategies
🧠 Understand the Exam Scope
Focus areas include user security, template and navigator configuration, department setup,
appointment and scheduling workflows, and reporting tools.
Know how to assign security classes, build user templates, and optimize clinic workflows.
📚 Study Materials Checklist
Use Epic training manuals and MyChart playground (training environment) if available.
Review admin settings, provider setup, and department configurations.
Familiarize yourself with release notes if you’re studying post-system updates.
⏳ Use Time-Boxed Sessions
Study in 45-minute focused blocks with 10-15 minute breaks.
Alternate between watching demos, hands-on practice, and reviewing documentation.
📝 Practice Scenarios
Walk through real-life user scenarios, such as:
o Creating a new department
o Assigning providers to a schedule
o Configuring security for a new staff member
🧩 Quiz Yourself
Create flashcards or take practice quizzes based on:
o Menu navigation
o Security points and templates
o End-user workflow steps
🤝 Use Peer Collaboration
If in a training cohort or group, set up weekly review calls or forums to discuss difficult sections.
Share tip sheets or create summaries for your team to solidify your own understanding.
🚨 Test-Taking Strategies
, For multiple choice: eliminate obvious wrong answers first.
Look for keywords like “most efficient,” “best practice,” or “security impact.”
Don’t second-guess – go with your first instinct if unsure unless you recall conflicting info.
1. What is the first step in the results routing process according
to the row logic?
Evaluating row 1 first
Matching all conditions of a
row Following the directive
Continuing to the next row
2. What is the logic used to combine criteria in the order
management system as mentioned in the document?
OR
AND
NOT
XOR
3. What is the most specific level in the procedure hierarchy
according to the document?
System Definitions
Order transmittal rules
Procedure category record
Procedure record
4. Describe the purpose of a Rule Record in the context
of order management in healthcare systems.
A Rule Record tracks the history of medication