EPIC – Fundamentals questions with accurate
answers
3 Most Common Types of Buckets Ans✓✓✓ Prebilled, Insurance, Self-
pay
A, B, & C Ans✓✓✓ What should you do before putting in a refund
request? Choose ALL that apply.
A. Attempt to match to other HB or PB self‐pay balances
B. Check to see if the guarantor has a balance on another guarantor
account
C. Check for potential future balance
Accepting the Run Ans✓✓✓ Confirms that the claims were sent to the
payer
Updates Last Claim Sent Date
Changes the insurance bucket status to Outstanding
Account Class Ans✓✓✓ Based on the patient class of the encounter
,Accounts Receivable (AR) Ans✓✓✓ Refers to a facility's outstanding
dollars that are due from patients, insurance companies, third‐party
payers, etc. These dollars are most often categorized by patient, payer,
and third‐party.
Active Follow‐up Records Ans✓✓✓ * Flag the denial
* Route the HB HAR to an account workqueue based on owning area
* Identify the HB HAR for future reporting
Approve Ans✓✓✓ Either completes the adjustment or routes the
adjustment to the next level adjustment review workqueue
Base Class Ans✓✓✓ inpatient, outpatient, or emergency.
Billed Amount Ans✓✓✓ Total of charges on the claim sent to the payer
Billed Ans✓✓✓ Successfully initiated billing. Financial liability has
been assigned
Billing Activity Ans✓✓✓ A group of actions that can be used to
complete workflows in the system.
, Billing Indicator Ans✓✓✓ HAR Level - Flags a HAR for follow-up or
as an FYI
Bucket Status (Closed) Ans✓✓✓ No balance exists on the bucket.
Bucket Status (Created) Ans✓✓✓ All buckets start in this status. No
communication with the entity that owes has been made.
Bucket Status (Outstanding) Ans✓✓✓ Balance of that bucket has been
communicated via a claim or statement that is successfully out the door.
For insurance buckets this means the claim was accepted in Epic. For
self‐pay buckets the balance is on an accepted statement.
Candidate for Billing (CFB) Ans✓✓✓ Accounts receivable dollars held
in the system due to DNB Errors, Stop Bills, Claim Errors, Late
Charges, etc.
This is money you could be asking someone to pay but currently are not
Cash Management Ans✓✓✓ * Handles bank reconciliation in Epic
* Creates cash records in Epic to indicate a deposit has been received by
the bank
Charge Generation Ans✓✓✓ Most hospital billing charges in Epic are
generated by clinical documentation when the HAR is in a status of
answers
3 Most Common Types of Buckets Ans✓✓✓ Prebilled, Insurance, Self-
pay
A, B, & C Ans✓✓✓ What should you do before putting in a refund
request? Choose ALL that apply.
A. Attempt to match to other HB or PB self‐pay balances
B. Check to see if the guarantor has a balance on another guarantor
account
C. Check for potential future balance
Accepting the Run Ans✓✓✓ Confirms that the claims were sent to the
payer
Updates Last Claim Sent Date
Changes the insurance bucket status to Outstanding
Account Class Ans✓✓✓ Based on the patient class of the encounter
,Accounts Receivable (AR) Ans✓✓✓ Refers to a facility's outstanding
dollars that are due from patients, insurance companies, third‐party
payers, etc. These dollars are most often categorized by patient, payer,
and third‐party.
Active Follow‐up Records Ans✓✓✓ * Flag the denial
* Route the HB HAR to an account workqueue based on owning area
* Identify the HB HAR for future reporting
Approve Ans✓✓✓ Either completes the adjustment or routes the
adjustment to the next level adjustment review workqueue
Base Class Ans✓✓✓ inpatient, outpatient, or emergency.
Billed Amount Ans✓✓✓ Total of charges on the claim sent to the payer
Billed Ans✓✓✓ Successfully initiated billing. Financial liability has
been assigned
Billing Activity Ans✓✓✓ A group of actions that can be used to
complete workflows in the system.
, Billing Indicator Ans✓✓✓ HAR Level - Flags a HAR for follow-up or
as an FYI
Bucket Status (Closed) Ans✓✓✓ No balance exists on the bucket.
Bucket Status (Created) Ans✓✓✓ All buckets start in this status. No
communication with the entity that owes has been made.
Bucket Status (Outstanding) Ans✓✓✓ Balance of that bucket has been
communicated via a claim or statement that is successfully out the door.
For insurance buckets this means the claim was accepted in Epic. For
self‐pay buckets the balance is on an accepted statement.
Candidate for Billing (CFB) Ans✓✓✓ Accounts receivable dollars held
in the system due to DNB Errors, Stop Bills, Claim Errors, Late
Charges, etc.
This is money you could be asking someone to pay but currently are not
Cash Management Ans✓✓✓ * Handles bank reconciliation in Epic
* Creates cash records in Epic to indicate a deposit has been received by
the bank
Charge Generation Ans✓✓✓ Most hospital billing charges in Epic are
generated by clinical documentation when the HAR is in a status of
