EPIC AMB 400 | EXAM READY 2026/2027 | VERIFIED QUESTIONS
AND ANSWERS - LATEST VERSION
1. Q: How do you place a patient on a waitlist for a specific provider?
CORRECT ANSWER Click the "Wait List" activity from the patient’s
chart or schedule.
2. Q: What happens when a waitlisted slot becomes available?
CORRECT ANSWER The system automatically generates a Wait
List Workqueue task for scheduling staff.
3. Q: How do you schedule multiple appointments for a patient in one
action? CORRECT ANSWER Use the "Multi-Appointment
Scheduling" (MAS) feature.
4. Q: What is the purpose of a scheduling template? CORRECT
ANSWER It defines the availability, visit types, and lengths for a
provider's schedule.
5. Q: How do you quickly find the next available appointment across
multiple providers? CORRECT ANSWER Use the "First Available"
search in the scheduling window.
6. Q: What does the "Overbook" indicator mean on the schedule?
CORRECT ANSWER The patient count exceeds the provider's
defined patient limit for that time slot.
7. Q: How do you mark an appointment as a "No Show"? CORRECT
ANSWER Right-click the appointment and select "No Show."
8. Q: Can a "No Show" status be reverted? CORRECT ANSWER Yes,
by right-clicking and selecting "Undo No Show" if within the
system-defined timeframe.
9. Q: How do you link two appointments together (e.g., labs before a
visit)? CORRECT ANSWER Use the "Linked Appointments"
function in MAS.
,10. Q: What is a "Same Day" appointment type used for? CORRECT
ANSWER Urgent or acute visits that need to be seen today.
11. Q: How do you schedule a telehealth visit? CORRECT ANSWER
Select the telehealth visit type; Epic automatically generates a
video link.
12. Q: Where is the telehealth link sent to the patient? CORRECT
ANSWER Via MyChart or automated text/email, depending on
system configuration.
13. Q: How do you block time on a provider's schedule for
administrative work? CORRECT ANSWER Create a "Schedule
Block" or "Clinic Block."
14. Q: What is the difference between a hard block and a soft block?
CORRECT ANSWER A hard block prevents any scheduling; a soft
block allows schedulers to override if necessary.
15. Q: How do you move a patient from one provider to another on the
same day? CORRECT ANSWER Right-click the appointment,
select "Move," and choose the new provider/slot.
16. Q: What does the "Pending" status mean on an appointment?
CORRECT ANSWER The appointment requires confirmation (e.g.,
pre-authorization or insurance verification) before it is finalized.
17. Q: How do you view a patient's historical no-shows? CORRECT
ANSWER Look at the "Visits" flap in Chart Review or the
Scheduling Recap.
18. Q: What is the "Scheduling Recap" used for? CORRECT ANSWER
To view a chronological list of all past, current, and future
appointments.
19. Q: How do you check if a patient has an outstanding balance
before scheduling? CORRECT ANSWER View the "Financial
Clearance" section in the patient's chart.
20. Q: What is a "Rule-Based Scheduling" error? CORRECT
ANSWER A system warning that the appointment violates a
specific scheduling rule (e.g., age restriction).
, 21. Q: How do you bypass a Rule-Based Scheduling error? CORRECT
ANSWER Click "Override" and provide a reason, if permissions
allow.
22.Q: What is the "Patient Tracker" board used for? CORRECT
ANSWER To monitor the physical flow of patients in the clinic
(e.g., waiting, roomed, in exam).
23.Q: How do you change a patient's status on the Patient Tracker?
CORRECT ANSWER Right-click the patient's name and select the
new status (e.g., "Ready for Provider").
24. Q: What does the "Flag" column on the Patient Tracker
indicate? CORRECT ANSWER The patient has specific alerts (e.g.,
fall risk, latex allergy).
25. Q: How do you print a face sheet from the schedule?
CORRECT ANSWER Right-click the appointment and select "Print
Face Sheet."
26.Q: What is a "Visit Type" modifier? CORRECT ANSWER An
additional specification added to a standard visit type to capture
unique billing or clinical needs.
27. Q: How do you schedule a follow-up appointment directly from the
encounter? CORRECT ANSWER Use the "Schedule Follow-up"
activity inside the visit note.
28. Q: What is the purpose of the "Resource" field in scheduling?
CORRECT ANSWER To assign specific equipment or rooms (e.g.,
Ultrasound Room 2) to the visit.
29.Q: How do you cancel a recurring appointment series? CORRECT
ANSWER Select the series in the schedule and choose "Cancel
Series."
30. Q: Where do you document that a patient arrived for their
appointment? CORRECT ANSWER Mark them as "Arrived" in the
schedule or Patient Tracker.
Advanced Clinical Documentation & Notes (31-60)
AND ANSWERS - LATEST VERSION
1. Q: How do you place a patient on a waitlist for a specific provider?
CORRECT ANSWER Click the "Wait List" activity from the patient’s
chart or schedule.
2. Q: What happens when a waitlisted slot becomes available?
CORRECT ANSWER The system automatically generates a Wait
List Workqueue task for scheduling staff.
3. Q: How do you schedule multiple appointments for a patient in one
action? CORRECT ANSWER Use the "Multi-Appointment
Scheduling" (MAS) feature.
4. Q: What is the purpose of a scheduling template? CORRECT
ANSWER It defines the availability, visit types, and lengths for a
provider's schedule.
5. Q: How do you quickly find the next available appointment across
multiple providers? CORRECT ANSWER Use the "First Available"
search in the scheduling window.
6. Q: What does the "Overbook" indicator mean on the schedule?
CORRECT ANSWER The patient count exceeds the provider's
defined patient limit for that time slot.
7. Q: How do you mark an appointment as a "No Show"? CORRECT
ANSWER Right-click the appointment and select "No Show."
8. Q: Can a "No Show" status be reverted? CORRECT ANSWER Yes,
by right-clicking and selecting "Undo No Show" if within the
system-defined timeframe.
9. Q: How do you link two appointments together (e.g., labs before a
visit)? CORRECT ANSWER Use the "Linked Appointments"
function in MAS.
,10. Q: What is a "Same Day" appointment type used for? CORRECT
ANSWER Urgent or acute visits that need to be seen today.
11. Q: How do you schedule a telehealth visit? CORRECT ANSWER
Select the telehealth visit type; Epic automatically generates a
video link.
12. Q: Where is the telehealth link sent to the patient? CORRECT
ANSWER Via MyChart or automated text/email, depending on
system configuration.
13. Q: How do you block time on a provider's schedule for
administrative work? CORRECT ANSWER Create a "Schedule
Block" or "Clinic Block."
14. Q: What is the difference between a hard block and a soft block?
CORRECT ANSWER A hard block prevents any scheduling; a soft
block allows schedulers to override if necessary.
15. Q: How do you move a patient from one provider to another on the
same day? CORRECT ANSWER Right-click the appointment,
select "Move," and choose the new provider/slot.
16. Q: What does the "Pending" status mean on an appointment?
CORRECT ANSWER The appointment requires confirmation (e.g.,
pre-authorization or insurance verification) before it is finalized.
17. Q: How do you view a patient's historical no-shows? CORRECT
ANSWER Look at the "Visits" flap in Chart Review or the
Scheduling Recap.
18. Q: What is the "Scheduling Recap" used for? CORRECT ANSWER
To view a chronological list of all past, current, and future
appointments.
19. Q: How do you check if a patient has an outstanding balance
before scheduling? CORRECT ANSWER View the "Financial
Clearance" section in the patient's chart.
20. Q: What is a "Rule-Based Scheduling" error? CORRECT
ANSWER A system warning that the appointment violates a
specific scheduling rule (e.g., age restriction).
, 21. Q: How do you bypass a Rule-Based Scheduling error? CORRECT
ANSWER Click "Override" and provide a reason, if permissions
allow.
22.Q: What is the "Patient Tracker" board used for? CORRECT
ANSWER To monitor the physical flow of patients in the clinic
(e.g., waiting, roomed, in exam).
23.Q: How do you change a patient's status on the Patient Tracker?
CORRECT ANSWER Right-click the patient's name and select the
new status (e.g., "Ready for Provider").
24. Q: What does the "Flag" column on the Patient Tracker
indicate? CORRECT ANSWER The patient has specific alerts (e.g.,
fall risk, latex allergy).
25. Q: How do you print a face sheet from the schedule?
CORRECT ANSWER Right-click the appointment and select "Print
Face Sheet."
26.Q: What is a "Visit Type" modifier? CORRECT ANSWER An
additional specification added to a standard visit type to capture
unique billing or clinical needs.
27. Q: How do you schedule a follow-up appointment directly from the
encounter? CORRECT ANSWER Use the "Schedule Follow-up"
activity inside the visit note.
28. Q: What is the purpose of the "Resource" field in scheduling?
CORRECT ANSWER To assign specific equipment or rooms (e.g.,
Ultrasound Room 2) to the visit.
29.Q: How do you cancel a recurring appointment series? CORRECT
ANSWER Select the series in the schedule and choose "Cancel
Series."
30. Q: Where do you document that a patient arrived for their
appointment? CORRECT ANSWER Mark them as "Arrived" in the
schedule or Patient Tracker.
Advanced Clinical Documentation & Notes (31-60)