EPIC / EHR PROFICIENCY
Original Exam Mastery & Clinical EHR Practice Workbook — 2026
Navigation • Documentation • Orders • Medication Safety • In-Basket • Security • Interoperability
Purpose: An independently authored study resource for clinicians, trainees, and health-IT learners building practical EHR
proficiency. It focuses on safe workflows and general Epic/EHR concepts rather than organization-specific configuration.
Format: 100 original practice questions with answers and rationales, plus rapid-review tables and an exam-day proficiency
checklist.
Important: Epic is highly configurable. Screen names, workflows, permissions, and shortcuts can vary by organization, role, and
application version. Always follow local training and policies.
Copyright note: This workbook does not reproduce the Stuvia resource, actual certification questions, proprietary answer keys,
or confidential Epic training materials.
Original study resource — Epic/EHR Proficiency Page 1
, Coverage Map
Section Core focus
1 EHR Foundations
2 Patient Chart Navigation
3 Documentation & Notes
4 Flowsheets & Clinical Data
5 Orders & Order Management
6 Medication Reconciliation & Safety
7 In-Basket & Task Management
8 EpicCare Inpatient / Clinical Documentation
9 Emergency / ASAP Workflows
10 SmartLists, SmartForms & Structured Tools
11 SmartPhrases & SmartTexts
12 Results Review & Clinical Decision Support
13 Patient Portal / MyChart Concepts
14 Security, Privacy & HIPAA
15 Audit Trails & Accountability
16 Interoperability & Data Exchange
17 Reporting, Analytics & Quality
18 Workflow & Efficiency
19 Error Handling & Downtime
20 Integrated Proficiency Scenarios
Core EHR Safety Principles
• Right patient: verify identity before opening, documenting, ordering, or administering.
• Right context: check encounter date, source, timing, and clinical relevance.
• Right information: review current data rather than trusting copied-forward content.
• Right action: distinguish orders, documentation, results, and completed interventions.
• Right access: use only authorized accounts, roles, and patient information.
• Right follow-up: abnormal results, messages, orders, and safety concerns need appropriate ownership and closure.
Original study resource — Epic/EHR Proficiency Page 2
Original Exam Mastery & Clinical EHR Practice Workbook — 2026
Navigation • Documentation • Orders • Medication Safety • In-Basket • Security • Interoperability
Purpose: An independently authored study resource for clinicians, trainees, and health-IT learners building practical EHR
proficiency. It focuses on safe workflows and general Epic/EHR concepts rather than organization-specific configuration.
Format: 100 original practice questions with answers and rationales, plus rapid-review tables and an exam-day proficiency
checklist.
Important: Epic is highly configurable. Screen names, workflows, permissions, and shortcuts can vary by organization, role, and
application version. Always follow local training and policies.
Copyright note: This workbook does not reproduce the Stuvia resource, actual certification questions, proprietary answer keys,
or confidential Epic training materials.
Original study resource — Epic/EHR Proficiency Page 1
, Coverage Map
Section Core focus
1 EHR Foundations
2 Patient Chart Navigation
3 Documentation & Notes
4 Flowsheets & Clinical Data
5 Orders & Order Management
6 Medication Reconciliation & Safety
7 In-Basket & Task Management
8 EpicCare Inpatient / Clinical Documentation
9 Emergency / ASAP Workflows
10 SmartLists, SmartForms & Structured Tools
11 SmartPhrases & SmartTexts
12 Results Review & Clinical Decision Support
13 Patient Portal / MyChart Concepts
14 Security, Privacy & HIPAA
15 Audit Trails & Accountability
16 Interoperability & Data Exchange
17 Reporting, Analytics & Quality
18 Workflow & Efficiency
19 Error Handling & Downtime
20 Integrated Proficiency Scenarios
Core EHR Safety Principles
• Right patient: verify identity before opening, documenting, ordering, or administering.
• Right context: check encounter date, source, timing, and clinical relevance.
• Right information: review current data rather than trusting copied-forward content.
• Right action: distinguish orders, documentation, results, and completed interventions.
• Right access: use only authorized accounts, roles, and patient information.
• Right follow-up: abnormal results, messages, orders, and safety concerns need appropriate ownership and closure.
Original study resource — Epic/EHR Proficiency Page 2
