Epic Care questions with verified answers
A patient is considered a New Patient to the clinic if they have not
visited
the clinic in over Ans✓✓✓ 3 years.
A. In the appointment details window, we see:
1. The Department the patient will be allowed to schedule in
2. The visit type you would like the patient to schedule (new,
established, etc.)
3. The date range of the appointment should be entered in the
From & To fields. It is important to be mindful of the provider's
schedule and when they have slot availability. Don't send the
patient a date range if the provider has no openings.
4. Notes to place for staff regarding the need for the visit
5. The provider(s)/resource/subgroup you would like the patient to
schedule with
B. Once the Appointment details are populated click the Accept button.
When directed back to the send message screen you will see the
Scheduling Ticket shown as a message task.
7. Once you have finished drafting your message, press to send
your message. Ans✓✓✓
,Accessing the Patient's Chart Ans✓✓✓ 1. Click Chart on your toolbar.
You can also access it from your Epic menu > Patient Care > Chart.
2. Select your patient.
3. You are now in the patients Chart. The tabs at the top of the Chart
allow you to navigate to different sections of the patients EMR
(Electronic Medical Record).
ANESTHESIA Ans✓✓✓ The anesthesia tab will display procedure cases
where anesthesia services have been requested.
Any medical issue/question (dealing with the patient's health) needs to
be in a Ans✓✓✓ Telephone Encounter, so it is documented in the
patient's chart.
Any time within Epic or any Epic activity you see a wrench icon
Ans✓✓✓ you are able to customize any toolbar, or activity within Epic.
Anytime a patient calls or a caller on behalf of the patient (such as the
PHI
designee) regarding any medical question/issue, we need to Ans✓✓✓
document that communication in the patients chart. Requests or
questions NOT that are not related to the patient's medical condition
such as billing questions or insurance questions do not need a
telephone encounter created for them.
, Assign a MyChart Appt Req to support staff members
BY ROUTING Ans✓✓✓ A. Highlight the message in your box and then
click on .
B. Make any documentation you need to for the user that you are
assigning the message to and click on Routing.
C. Input the name of the recipient, automatically the responsibility icon
(a green circle) will come up and once you exit your workspace it will
route to the recipient and remove it from the pool.
Assign a MyChart Appt Req to support staff members
BY FORWARDING Ans✓✓✓ A. Right-click on the MyChart Appt Req and
select Forward or Ctrl + F.
B. Input the name of the recipient.
C. It will remove the message from the folder for all pool users.
D. The recipient will receive it in their folder and the message will have
a icon indicating that it has been assigned to them. They will also see
that the message has been removed from the pool.
Attachment Ans✓✓✓ An icon of a paperclip appears in this column if
there is an attachment for the
encounter.
Before Transferring a Call Ans✓✓✓ • Assess the call. Where do they
need to go?
• Get all the details of what they need.
A patient is considered a New Patient to the clinic if they have not
visited
the clinic in over Ans✓✓✓ 3 years.
A. In the appointment details window, we see:
1. The Department the patient will be allowed to schedule in
2. The visit type you would like the patient to schedule (new,
established, etc.)
3. The date range of the appointment should be entered in the
From & To fields. It is important to be mindful of the provider's
schedule and when they have slot availability. Don't send the
patient a date range if the provider has no openings.
4. Notes to place for staff regarding the need for the visit
5. The provider(s)/resource/subgroup you would like the patient to
schedule with
B. Once the Appointment details are populated click the Accept button.
When directed back to the send message screen you will see the
Scheduling Ticket shown as a message task.
7. Once you have finished drafting your message, press to send
your message. Ans✓✓✓
,Accessing the Patient's Chart Ans✓✓✓ 1. Click Chart on your toolbar.
You can also access it from your Epic menu > Patient Care > Chart.
2. Select your patient.
3. You are now in the patients Chart. The tabs at the top of the Chart
allow you to navigate to different sections of the patients EMR
(Electronic Medical Record).
ANESTHESIA Ans✓✓✓ The anesthesia tab will display procedure cases
where anesthesia services have been requested.
Any medical issue/question (dealing with the patient's health) needs to
be in a Ans✓✓✓ Telephone Encounter, so it is documented in the
patient's chart.
Any time within Epic or any Epic activity you see a wrench icon
Ans✓✓✓ you are able to customize any toolbar, or activity within Epic.
Anytime a patient calls or a caller on behalf of the patient (such as the
PHI
designee) regarding any medical question/issue, we need to Ans✓✓✓
document that communication in the patients chart. Requests or
questions NOT that are not related to the patient's medical condition
such as billing questions or insurance questions do not need a
telephone encounter created for them.
, Assign a MyChart Appt Req to support staff members
BY ROUTING Ans✓✓✓ A. Highlight the message in your box and then
click on .
B. Make any documentation you need to for the user that you are
assigning the message to and click on Routing.
C. Input the name of the recipient, automatically the responsibility icon
(a green circle) will come up and once you exit your workspace it will
route to the recipient and remove it from the pool.
Assign a MyChart Appt Req to support staff members
BY FORWARDING Ans✓✓✓ A. Right-click on the MyChart Appt Req and
select Forward or Ctrl + F.
B. Input the name of the recipient.
C. It will remove the message from the folder for all pool users.
D. The recipient will receive it in their folder and the message will have
a icon indicating that it has been assigned to them. They will also see
that the message has been removed from the pool.
Attachment Ans✓✓✓ An icon of a paperclip appears in this column if
there is an attachment for the
encounter.
Before Transferring a Call Ans✓✓✓ • Assess the call. Where do they
need to go?
• Get all the details of what they need.
