QUESTIONS AND ANSWERS
What is the profile hierarchy? - ANS Allows admins to make profile settings to best fit a
users' needs in the most efficient way possible. The hierarchy consists of profiles attached to six
records:
What are the six records in the profile hierarchy? - ANS User/User Template, EpicCare
Security Class, Login Department, Login Revenue Location, Login Service Area, EMR System
Definitions.
What is the purpose of the User/User Template record? - ANS Profile settings common to a
specialized group of users.
What is the purpose of the EpicCare Security Class record? - ANS Profile settings common to
people with the same job duties or scope of practice.
What is the purpose of the Login Department record? - ANS Profile settings common to
people who work in the same department.
What is the purpose of the Login Revenue Location record? - ANS Profile settings common to
everyone who works at a particular hospital or clinic.
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, What is the purpose of the Login Service Area record? - ANS Profile settings common to
everyone who works in a particular billing entity.
What is the purpose of the EMR System Definitions record? - ANS Global profile settings that
apply to every clinical user in the system.
What is the common feature among all profile records? - ANS They contain the same screens
and items.
How does the system determine a user's profile settings? - ANS By searching the user's
profile hierarchy and collecting values item-by-item.
What does the system do during login? - ANS Searches the user's profile hierarchy to
determine their settings.
How does the system identify the most specific profile impacting a user? - ANS Based on the
hierarchy and the values they contain.
What does the system do after identifying the most specific profile? - ANS Looks for an item
within that profile to determine the user's settings.
Can any profile record be linked to any level of the profile hierarchy? - ANS Yes, any profile
record can be linked to any level.
What is the purpose of profiles? - ANS To collect values item-by-item and determine user
settings.
What is the last step of building a new report? - ANS Making it available to users by linking it
to a profile.
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, What does the profile do when a user opens the activity that needs a report? - ANS It tells
the system what report to load.
What does the report tell the system? - ANS It tells the system what print groups to display.
What are print groups? - ANS They are groups that determine what content to print.
What do profile records configure? - ANS Options within activities.
What does the system look to profiles for? - ANS To determine the appearance, behavior,
and available options within an activity.
Give an example of how profiles are used. - ANS Clinical users frequently use the same tools,
but the details within those activities are configured based on department specialty or job
responsibilities.
What are the differences in activities often based on? - ANS Department specialty or job
responsibilities.
What are profiles? - ANS Details within activities based on user and location
Are profiles shareable? - ANS Yes, within the same department
What are some examples of settings that profiles can control? - ANS Chart Review Tabs,
Reports in SnapShot and Summary activities, Smart Texts
Where are workflow engine rules defined? - ANS In profile records
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