EPIC BASICS & AMBULATORY 2026/2027 | Questions with
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Getting Your Bearings in the Ambulatory Workspace
Q1: You are sitting at your workstation and a patient walks up to the front desk to ask
about their upcoming appointments. Without pulling up their full chart, where can you
quickly look up their name to see if they have anything scheduled for the next few
weeks?
A. Chart Review
B. Patient Station
C. MyChart Bedside
D. Note Activity
Correct Answer: B
Rationale: Patient Station is essentially the front door to Epic in the ambulatory setting,
letting you search for a patient and immediately see their face sheet, upcoming
appointments, and recent visits. Chart Review requires you to already be in a chart,
MyChart Bedside is for inpatient tablet use, and Note Activity is just for documentation
tracking.
Q2: A provider asks you to pull up the schedule for the whole clinic so they can see who
is arriving in the next hour. Which navigational tool gives you a visual grid of the day's
appointments across multiple providers?
A. Patient Lists
B. Schedule View
C. Snapshot
D. Summary View
Correct Answer: B
Rationale: Schedule View (often opened via the schedule icon) displays the clinic's
appointments in a timeline or grid format, making it easy to see patient flow for multiple
providers at a glance. Patient Lists are text-based, while Snapshot and Summary View
are for individual patient data, not the clinic schedule.
Q3: You are reviewing a patient's chart and want to quickly see a consolidated view of
their medical conditions, allergies, and current medications without scrolling through
years of notes. Which tool should you use?
A. Snapshot
B. Chart Search
C. Summary View
,D. Letter Generator
Correct Answer: C
Rationale: Summary View is designed to give you exactly this—a high-level, easily
scannable summary of the patient's core clinical data (problems, meds, allergies, social
history) all in one place. Snapshot shows real-time clinical data like recent labs and
vitals, but Summary is better for the static core chart data.
Q4: When you open a patient's chart from the schedule, you notice a small yellow
triangle next to their appointment time. In Epic Ambulatory, what does this visual
indicator usually mean?
A. The patient has a balance due on their account.
B. The appointment is currently being held in a "Pending" or "Wait List" status and isn't
fully confirmed.
C. The patient has an outstanding lab order that needs to be reviewed.
D. The patient's insurance is inactive.
Correct Answer: B
Rationale: A yellow triangle or exclamation point next to an appointment in Epic typically
flags a scheduling conflict, a pending status, or a wait-list hold, meaning the slot isn't
completely finalized or there's an issue to resolve before the patient arrives.
Q5: You need to find every encounter where a patient was seen for "Diabetes
Management" over the last three years. What is the most efficient way to locate these
specific notes without opening every single visit?
A. Use Chart Search and type in "Diabetes Management," then filter by notes.
B. Scroll through the Patient Station chronologically.
C. Open the Snapshot and look under the "History" tab.
D. Use the Schedule View and filter by diagnosis.
Correct Answer: A
Rationale: Chart Search is a powerful text-mining tool in Epic that lets you search for
specific words, phrases, or diagnosis codes within a patient's chart, and you can easily
filter those results to only show clinical notes.
Q6: A medical assistant is rooming a patient and wants to quickly glance at the patient's
most recent vital signs and any lab results from this morning without leaving the current
activity screen. Where should they look?
A. Summary View
B. Snapshot
C. SmartText
D. MyChart
Correct Answer: B
, Rationale: Snapshot is a floating, customizable window that stays on top of your other
Epic screens. It's designed specifically for quick, real-time reference of things like recent
vitals, labs, and allergies while you are documenting or scheduling.
Q7: Which of the following actions can you perform directly from a patient's face sheet
in Patient Station?
A. Send a secure message to the referring provider.
B. Document a physical exam.
C. Schedule a follow-up appointment or view their insurance coverage.
D. Sign a verbal order.
Correct Answer: C
Rationale: The face sheet (or Face Sheet activity) is the administrative hub where you
can see contact info, insurance details, and quickly launch into scheduling, registration,
or billing tasks. Clinical tasks like messaging or documenting are done in other
activities.
Q8: You accidentally opened the wrong patient's chart. What is the correct, immediate
workflow to close this chart and ensure you don't accidentally document in it?
A. Close the window using the red 'X' in the top right corner of your browser.
B. Click "File" and then "Close Patient."
C. Click the "X" button inside the Epic toolbar (not the browser window) to close the
record.
D. Log out of Epic completely and log back in.
Correct Answer: C
Rationale: Clicking the 'X' on the browser window can log you out of the entire system
or close your whole session. Clicking the specific 'X' on the Epic toolbar closes just that
patient's record, preventing any accidental documentation in the wrong chart.
Q9: A provider asks, "Is this patient established, or is this their first time here?" Where
do you look in the chart to find this information fastest?
A. The patient's legal documents in Chart Review.
B. The "Visits" tab within Patient Station or the face sheet.
C. The patient's After Visit Summary (AVS).
D. The In-Basket.
Correct Answer: B
Rationale: The "Visits" or "Appointments" section of Patient Station or the face sheet will
show a chronological list of past encounters, making it immediately obvious if they are a
new patient or an established patient returning for care.
Complete Solutions | Hyperspace Certification Prep | Pass
Guaranteed - A+ Graded
Getting Your Bearings in the Ambulatory Workspace
Q1: You are sitting at your workstation and a patient walks up to the front desk to ask
about their upcoming appointments. Without pulling up their full chart, where can you
quickly look up their name to see if they have anything scheduled for the next few
weeks?
A. Chart Review
B. Patient Station
C. MyChart Bedside
D. Note Activity
Correct Answer: B
Rationale: Patient Station is essentially the front door to Epic in the ambulatory setting,
letting you search for a patient and immediately see their face sheet, upcoming
appointments, and recent visits. Chart Review requires you to already be in a chart,
MyChart Bedside is for inpatient tablet use, and Note Activity is just for documentation
tracking.
Q2: A provider asks you to pull up the schedule for the whole clinic so they can see who
is arriving in the next hour. Which navigational tool gives you a visual grid of the day's
appointments across multiple providers?
A. Patient Lists
B. Schedule View
C. Snapshot
D. Summary View
Correct Answer: B
Rationale: Schedule View (often opened via the schedule icon) displays the clinic's
appointments in a timeline or grid format, making it easy to see patient flow for multiple
providers at a glance. Patient Lists are text-based, while Snapshot and Summary View
are for individual patient data, not the clinic schedule.
Q3: You are reviewing a patient's chart and want to quickly see a consolidated view of
their medical conditions, allergies, and current medications without scrolling through
years of notes. Which tool should you use?
A. Snapshot
B. Chart Search
C. Summary View
,D. Letter Generator
Correct Answer: C
Rationale: Summary View is designed to give you exactly this—a high-level, easily
scannable summary of the patient's core clinical data (problems, meds, allergies, social
history) all in one place. Snapshot shows real-time clinical data like recent labs and
vitals, but Summary is better for the static core chart data.
Q4: When you open a patient's chart from the schedule, you notice a small yellow
triangle next to their appointment time. In Epic Ambulatory, what does this visual
indicator usually mean?
A. The patient has a balance due on their account.
B. The appointment is currently being held in a "Pending" or "Wait List" status and isn't
fully confirmed.
C. The patient has an outstanding lab order that needs to be reviewed.
D. The patient's insurance is inactive.
Correct Answer: B
Rationale: A yellow triangle or exclamation point next to an appointment in Epic typically
flags a scheduling conflict, a pending status, or a wait-list hold, meaning the slot isn't
completely finalized or there's an issue to resolve before the patient arrives.
Q5: You need to find every encounter where a patient was seen for "Diabetes
Management" over the last three years. What is the most efficient way to locate these
specific notes without opening every single visit?
A. Use Chart Search and type in "Diabetes Management," then filter by notes.
B. Scroll through the Patient Station chronologically.
C. Open the Snapshot and look under the "History" tab.
D. Use the Schedule View and filter by diagnosis.
Correct Answer: A
Rationale: Chart Search is a powerful text-mining tool in Epic that lets you search for
specific words, phrases, or diagnosis codes within a patient's chart, and you can easily
filter those results to only show clinical notes.
Q6: A medical assistant is rooming a patient and wants to quickly glance at the patient's
most recent vital signs and any lab results from this morning without leaving the current
activity screen. Where should they look?
A. Summary View
B. Snapshot
C. SmartText
D. MyChart
Correct Answer: B
, Rationale: Snapshot is a floating, customizable window that stays on top of your other
Epic screens. It's designed specifically for quick, real-time reference of things like recent
vitals, labs, and allergies while you are documenting or scheduling.
Q7: Which of the following actions can you perform directly from a patient's face sheet
in Patient Station?
A. Send a secure message to the referring provider.
B. Document a physical exam.
C. Schedule a follow-up appointment or view their insurance coverage.
D. Sign a verbal order.
Correct Answer: C
Rationale: The face sheet (or Face Sheet activity) is the administrative hub where you
can see contact info, insurance details, and quickly launch into scheduling, registration,
or billing tasks. Clinical tasks like messaging or documenting are done in other
activities.
Q8: You accidentally opened the wrong patient's chart. What is the correct, immediate
workflow to close this chart and ensure you don't accidentally document in it?
A. Close the window using the red 'X' in the top right corner of your browser.
B. Click "File" and then "Close Patient."
C. Click the "X" button inside the Epic toolbar (not the browser window) to close the
record.
D. Log out of Epic completely and log back in.
Correct Answer: C
Rationale: Clicking the 'X' on the browser window can log you out of the entire system
or close your whole session. Clicking the specific 'X' on the Epic toolbar closes just that
patient's record, preventing any accidental documentation in the wrong chart.
Q9: A provider asks, "Is this patient established, or is this their first time here?" Where
do you look in the chart to find this information fastest?
A. The patient's legal documents in Chart Review.
B. The "Visits" tab within Patient Station or the face sheet.
C. The patient's After Visit Summary (AVS).
D. The In-Basket.
Correct Answer: B
Rationale: The "Visits" or "Appointments" section of Patient Station or the face sheet will
show a chronological list of past encounters, making it immediately obvious if they are a
new patient or an established patient returning for care.
