Epic Identity Fundamentals CERTIFICATION
TEST STUDY GUIDE 2025/2026 QUESTIONS BANK
AND VERIFIED CORRECT SOLUTIONS WITH
RATIONALES || 100% GUARANTEED PASS
<RECENT VERSION>
1. A Locating/Merging Potential Duplicates - Identity checks for duplicates
when a patient is ____________ and when patient information is
____________. - ANSWER ✓ created and modified
2. A Locating/Merging Potential Duplicates - A ____________ is a list of
potential duplicate patients. - ANSWER ✓ potential duplicate workqueue
3. A Locating/Merging Potential Duplicates - A __________ determines which
patient records are marked as potential duplicates. - ANSWER ✓ duplicate
configuration record (IDC)
4. A Locating/Merging Potential Duplicates - After a merge, the __________
record remains. - ANSWER ✓ target
5. A Locating/Merging Potential Duplicates - True or False: Identity preserves
a snapshot of patient records prior to merge. - ANSWER ✓ True
6. B Locating/Merging User-Reported Duplicates - The __________ activity
allows users to mark potential duplicate patients. - ANSWER ✓ Mark
Patient for Merge
7. B Locating/Merging User-Reported Duplicates - Search for patients with a
unique __________ like __________ or __________. - ANSWER ✓
identifier, like MRN or SSN
,8. B Locating/Merging User-Reported Duplicates - __________ can stop a
merge from happening if certain conditions are met. - ANSWER ✓ Pre-
Merge Checks
9. C Reviewing Merges - ___________ can prevent merges from completing. -
ANSWER ✓ Pre-Merge Checks
10.C Reviewing Merges - The merge status __________ indicates that a pre-
merge check failed. - ANSWER ✓ Pending: Resubmit
11.C Reviewing Merges - Resubmit merges directly from the __________
Report. - ANSWER ✓ Identity Events
12.D Reconciling Encounters on Incorrectly Merged Patients - Users should
submit __________ tickets when they spot chart inconsistencies. -
ANSWER ✓ Help Desk
13.D Reconciling Encounters on Incorrectly Merged Patients - Create
__________ to monitor and coordinate chart corrections. - ANSWER ✓
chart correction cases
14.E Monitoring Chart Correction Issues - __________ ensure consistent and
complete chart correction by defining all required tasks in templated lists. -
ANSWER ✓ Task lists
15.E Monitoring Chart Correction Issues - Use __________ to alert clinical
users of issues with charts. - ANSWER ✓ Patient Chart Advisory
16.What are the two points Identity checks for duplicates? - ANSWER ✓
patient creation and patient information is changed
17.What record stores the configuration that find duplicate patients? -
ANSWER ✓ Identity Duplicate Configuration record
18.Each ____________ stores all of the data about one type of entity. -
ANSWER ✓ master file
,19.True or False: After a merge, the information on the source record can't be
accessed again. - ANSWER ✓ False. A historical snapshot is preserved
showing the pre-merge information of the source patient.
20.True or False: You can merge patients who at one time had overlapping ED
visits. - ANSWER ✓ False. You cannot merge patients who at one time had
overlapping ED visits.
21.What are some of the standard pre-merge checks in Epic? - ANSWER ✓
Known Non-Duplicate status, appointments at the same time, overlapping
admissions, concurrent ED visits, two active MyChart accounts, overlapping
surgical cases.
22.What are two ways that staff might report potential duplicates? - ANSWER
✓ In Basket message, Mark for Merge activity, telephone call
23.What type of error checking prevents merges from completing? - ANSWER
✓ Pre-merge checks
24.Why is it important to review merges? - ANSWER ✓ In case they do not
complete successfully and follow-up is needed.
25.What are the four merge statuses? - ANSWER ✓ Complete, Incomplete,
Pending: Merge, Pending: Resubmit
26.True or False: Help Desk requests will automatically get routed to the data
integrity task force. - ANSWER ✓ True. As soon as a user clicks Send on a
Help Desk request, the message will be routed to the data integrity task
force.
27.True or False: When an end user, like a nurse, creates a Help Desk ticket to
report a chart correction, a case is automatically assigned to the identity
manager. - ANSWER ✓ False. The data integrity task force reviews the
Help Desk request and creates a case as needed. When the case is created, an
owner is manually specified.
28.What happens when you enter an equals sign (=) in the Name/MRN field on
the Patient Lookup window? - ANSWER ✓ You can open the last patient
, you accessed without typing their information. When you enter =, the
information (name, MRN, etc.) of the last patient you access appears in the
Patient Lookup window.
29.You can look up patients using information other than their name using
mnemonics. Name two mnemonics you can use to look up a patient. -
ANSWER ✓ Phone number, Hospital Account number, CSN (Contact Serial
Number)
30.Where do you configure Patient Lookup settings? - ANSWER ✓ HDF
Record 1
31.True or False: You cannot configure the system to allow duplicate SSNs. -
ANSWER ✓ False. You can configure the system to allow duplicate SSNs.
32.Where do you configure custom Patient Lookup tabs - ANSWER ✓ Custom
Search Settings (in Hyperspace)
33.True or False: The properties available for a duplicate configuration record
are standard, but you are able to add custom properties as well. - ANSWER
✓ True- you can add the properties by creating a custom property through
Duplicate Search Properties.
34.True of False: If a patient matches on three properties in the Given Name
Properties group, her record will accumulate points for the weights of all
three properties. - ANSWER ✓ False- records accumulate points only for the
property with the highest point value within each group.
35.What is an overlay? - ANSWER ✓ Overlay means a current patient's data
was erased and replaced with another patient's data. This deletes the first
patient's info and creates a duplicate of the second.
36.True or False: You must run a nightly or weekly batch to identify potential
duplicates. - ANSWER ✓ False- duplicates are identified in nearly real-time
as new patient records are created and existing ones are updated.
37.True or False: One rule can contain multiple criteria. - ANSWER ✓ True.
One rule can contain multiple criteria.
TEST STUDY GUIDE 2025/2026 QUESTIONS BANK
AND VERIFIED CORRECT SOLUTIONS WITH
RATIONALES || 100% GUARANTEED PASS
<RECENT VERSION>
1. A Locating/Merging Potential Duplicates - Identity checks for duplicates
when a patient is ____________ and when patient information is
____________. - ANSWER ✓ created and modified
2. A Locating/Merging Potential Duplicates - A ____________ is a list of
potential duplicate patients. - ANSWER ✓ potential duplicate workqueue
3. A Locating/Merging Potential Duplicates - A __________ determines which
patient records are marked as potential duplicates. - ANSWER ✓ duplicate
configuration record (IDC)
4. A Locating/Merging Potential Duplicates - After a merge, the __________
record remains. - ANSWER ✓ target
5. A Locating/Merging Potential Duplicates - True or False: Identity preserves
a snapshot of patient records prior to merge. - ANSWER ✓ True
6. B Locating/Merging User-Reported Duplicates - The __________ activity
allows users to mark potential duplicate patients. - ANSWER ✓ Mark
Patient for Merge
7. B Locating/Merging User-Reported Duplicates - Search for patients with a
unique __________ like __________ or __________. - ANSWER ✓
identifier, like MRN or SSN
,8. B Locating/Merging User-Reported Duplicates - __________ can stop a
merge from happening if certain conditions are met. - ANSWER ✓ Pre-
Merge Checks
9. C Reviewing Merges - ___________ can prevent merges from completing. -
ANSWER ✓ Pre-Merge Checks
10.C Reviewing Merges - The merge status __________ indicates that a pre-
merge check failed. - ANSWER ✓ Pending: Resubmit
11.C Reviewing Merges - Resubmit merges directly from the __________
Report. - ANSWER ✓ Identity Events
12.D Reconciling Encounters on Incorrectly Merged Patients - Users should
submit __________ tickets when they spot chart inconsistencies. -
ANSWER ✓ Help Desk
13.D Reconciling Encounters on Incorrectly Merged Patients - Create
__________ to monitor and coordinate chart corrections. - ANSWER ✓
chart correction cases
14.E Monitoring Chart Correction Issues - __________ ensure consistent and
complete chart correction by defining all required tasks in templated lists. -
ANSWER ✓ Task lists
15.E Monitoring Chart Correction Issues - Use __________ to alert clinical
users of issues with charts. - ANSWER ✓ Patient Chart Advisory
16.What are the two points Identity checks for duplicates? - ANSWER ✓
patient creation and patient information is changed
17.What record stores the configuration that find duplicate patients? -
ANSWER ✓ Identity Duplicate Configuration record
18.Each ____________ stores all of the data about one type of entity. -
ANSWER ✓ master file
,19.True or False: After a merge, the information on the source record can't be
accessed again. - ANSWER ✓ False. A historical snapshot is preserved
showing the pre-merge information of the source patient.
20.True or False: You can merge patients who at one time had overlapping ED
visits. - ANSWER ✓ False. You cannot merge patients who at one time had
overlapping ED visits.
21.What are some of the standard pre-merge checks in Epic? - ANSWER ✓
Known Non-Duplicate status, appointments at the same time, overlapping
admissions, concurrent ED visits, two active MyChart accounts, overlapping
surgical cases.
22.What are two ways that staff might report potential duplicates? - ANSWER
✓ In Basket message, Mark for Merge activity, telephone call
23.What type of error checking prevents merges from completing? - ANSWER
✓ Pre-merge checks
24.Why is it important to review merges? - ANSWER ✓ In case they do not
complete successfully and follow-up is needed.
25.What are the four merge statuses? - ANSWER ✓ Complete, Incomplete,
Pending: Merge, Pending: Resubmit
26.True or False: Help Desk requests will automatically get routed to the data
integrity task force. - ANSWER ✓ True. As soon as a user clicks Send on a
Help Desk request, the message will be routed to the data integrity task
force.
27.True or False: When an end user, like a nurse, creates a Help Desk ticket to
report a chart correction, a case is automatically assigned to the identity
manager. - ANSWER ✓ False. The data integrity task force reviews the
Help Desk request and creates a case as needed. When the case is created, an
owner is manually specified.
28.What happens when you enter an equals sign (=) in the Name/MRN field on
the Patient Lookup window? - ANSWER ✓ You can open the last patient
, you accessed without typing their information. When you enter =, the
information (name, MRN, etc.) of the last patient you access appears in the
Patient Lookup window.
29.You can look up patients using information other than their name using
mnemonics. Name two mnemonics you can use to look up a patient. -
ANSWER ✓ Phone number, Hospital Account number, CSN (Contact Serial
Number)
30.Where do you configure Patient Lookup settings? - ANSWER ✓ HDF
Record 1
31.True or False: You cannot configure the system to allow duplicate SSNs. -
ANSWER ✓ False. You can configure the system to allow duplicate SSNs.
32.Where do you configure custom Patient Lookup tabs - ANSWER ✓ Custom
Search Settings (in Hyperspace)
33.True or False: The properties available for a duplicate configuration record
are standard, but you are able to add custom properties as well. - ANSWER
✓ True- you can add the properties by creating a custom property through
Duplicate Search Properties.
34.True of False: If a patient matches on three properties in the Given Name
Properties group, her record will accumulate points for the weights of all
three properties. - ANSWER ✓ False- records accumulate points only for the
property with the highest point value within each group.
35.What is an overlay? - ANSWER ✓ Overlay means a current patient's data
was erased and replaced with another patient's data. This deletes the first
patient's info and creates a duplicate of the second.
36.True or False: You must run a nightly or weekly batch to identify potential
duplicates. - ANSWER ✓ False- duplicates are identified in nearly real-time
as new patient records are created and existing ones are updated.
37.True or False: One rule can contain multiple criteria. - ANSWER ✓ True.
One rule can contain multiple criteria.
