EPIC TRAINING EXAM | 2026/2027 Edition 93 Questions | Healthcare EHR Competency
EPIC TRAINING QUESTIONS AND ANSWERS
93 Questions | 2026/2027 Edition
Aligned with Epic Systems Corporation Training Standards, Epic Certification Curriculum, and Healthcare EHR Competency
Guidelines
Section Topic Questions
1 Epic Foundations & Navigation 15
2 Patient Access & Registration 12
3 Clinical Documentation & Charting 15
4 Orders & Medication Administration 15
5 Results Review & Clinical Decision Support 10
6 Scheduling & Referrals 8
7 Billing, Coding, & Revenue Cycle 10
8 Security, Privacy, & HIPAA Compliance 8
TOTAL 93
Cognitive Distribution: 25% Recall | 50% Application | 25% Analysis • Style: 70% Scenario-Based | 30% Direct Knowledge •
Format: Single Best Answer (A-D)
Section 1: Epic Foundations & Navigation
15 Questions | Recall, Application & Analysis
Q1: A new Epic user is logging into Hyperspace for the first time. Which statement best describes the role of
Hyperspace within the Epic EHR ecosystem?
A. Hyperspace is a back-end database server that stores patient records and clinical data.
B. Hyperspace is the primary client application through which clinicians access Epic modules such as
EpicCare Ambulatory, Inpatient, Cadence, and Willow. *[CORRECT]*
C. Hyperspace is a third-party billing interface that links Resolute Professional Billing to payer portals.
D. Hyperspace is the mobile-only application used exclusively by patients for MyChart access.
Correct Answer: B
Rationale:
Hyperspace is Epic's primary client-side application and serves as the user-facing front door to all clinical, access, revenue,
and analytical modules. It is not a database (option A), a billing-only interface (option C), or a patient-facing app (option D,
which describes MyChart). Per Epic training standards, every credentialed user accesses Epic through Hyperspace, making
mastery of its workspace foundational to all other EHR competencies.
Epic Systems Corporation Training Standards | Aligned to Epic Certification Curriculum Page 1
,EPIC TRAINING EXAM | 2026/2027 Edition 93 Questions | Healthcare EHR Competency
Q2: During onboarding, a registration clerk asks which Epic module handles outpatient appointment scheduling.
Which is the correct response?
A. Prelude handles outpatient appointment scheduling.
B. Cadence handles outpatient appointment scheduling. *[CORRECT]*
C. Resolute handles outpatient appointment scheduling.
D. Willow handles outpatient appointment scheduling.
Correct Answer: B
Rationale:
Cadence is Epic's outpatient scheduling module used for appointment booking, visit types, provider schedules, and reminder
workqueues. Prelude (A) handles patient registration and demographics, Resolute (C) handles professional and hospital billing,
and Willow (D) handles inpatient and outpatient pharmacy. Correctly mapping modules to functions is a core Epic Foundations
competency and prevents routing work to the wrong workqueue.
Q3: A physician is reviewing a patient's chart and wants to quickly view the patient's active problem list,
medications, allergies, and recent vitals in one consolidated summary. Which Epic feature is designed for this
purpose?
A. The Snapshot, which displays a consolidated summary of key clinical data in the patient
header. *[CORRECT]*
B. The Story navigator, which only shows progress notes authored in the last 24 hours.
C. The Print Group, which only produces paper handouts for the medical record.
D. The In-Basket, which is used exclusively for routing lab results to providers.
Correct Answer: A
Rationale:
The Snapshot is a configurable Epic feature that consolidates high-priority clinical data (problems, medications, allergies,
vitals, recent results) into a single at-a-glance view accessible from the patient header. The Story navigator (B) focuses on
notes, Print Groups (C) are for paper output, and In-Basket (D) is for messaging and result routing. Using Snapshot supports
efficient chart review and aligns with EHR competency guidelines for situational awareness.
Q4: A nurse needs to find a patient's most recent colonoscopy report but does not know the exact date. Which Epic
navigation tool should the nurse use to search the chart by document type and keyword?
A. Chart Search, which allows searching the entire patient chart by keyword, document type, or date
range. *[CORRECT]*
B. The Print Group, which only lists documents selected for printing.
C. The Patient Header, which only displays demographic and encounter information.
D. The In-Basket, which only displays messages routed to the current user.
Correct Answer: A
Rationale:
Chart Search is Epic's chart-wide search tool that allows users to query for notes, results, orders, and documents by keyword,
type, and date range. Print Groups (B) are preselected output sets, the Patient Header (C) shows demographics/encounter
context, and In-Basket (D) is a messaging queue. Proficiency with Chart Search reduces time spent manually scanning tabs and
is an expected Epic navigation competency.
Q5: A medical assistant is viewing a patient's chart and notices the patient header displays a small yellow triangle
icon next to the patient's name. What does this icon most likely indicate?
Epic Systems Corporation Training Standards | Aligned to Epic Certification Curriculum Page 2
, EPIC TRAINING EXAM | 2026/2027 Edition 93 Questions | Healthcare EHR Competency
A. The patient has an outstanding balance that must be collected before the visit.
B. The patient has a chart warning or alert that requires attention, such as a safety flag or important
note. *[CORRECT]*
C. The patient is enrolled in MyChart and has new portal messages.
D. The patient has been marked as deceased in the registration system.
Correct Answer: B
Rationale:
A yellow triangle in the Epic patient header is the standard chart warning icon, indicating a safety flag, behavioral alert, or
other patient-specific warning that staff must review before proceeding. Options A, C, and D describe different status indicators
that use distinct icons (financial, MyChart, deceased). Recognizing chart warnings is critical for patient and staff safety and is
reinforced during Epic Foundations training.
Q6: A provider is documenting in a progress note and wants to insert a pre-written block of normal physical exam
findings that she uses for every well-woman visit. Which Epic feature should she use?
A. A SmartLink, which dynamically pulls discrete data elements such as vitals or allergies into the note.
B. A SmartList, which presents a pick list of selectable choices during note writing.
C. A SmartPhrase, which expands a user-defined dot phrase (e.g., .wellwoman) into a pre-authored block of
text. *[CORRECT]*
D. A SmartText, which auto-generates discharge instructions based on diagnosis codes.
Correct Answer: C
Rationale:
SmartPhrases are user-defined dot phrases (e.g., .wellwoman) that expand into reusable blocks of narrative text, ideal for
standard normal exam documentation. SmartLinks (A) pull discrete data fields, SmartLists (B) provide pick lists, and SmartText
(D) is used for templated patient-facing documents. Using SmartPhrases correctly improves documentation efficiency and
consistency, a core Epic personalization competency.
Q7: A user is working in a patient's chart and needs to quickly look up a different patient without closing the
current chart. Which Epic keyboard shortcut opens the patient lookup dialog?
A. F2
B. F3
C. F4 *[CORRECT]*
D. F5
Correct Answer: C
Rationale:
F4 opens the patient lookup dialog in Hyperspace, allowing users to search for and open another patient chart without
navigating through the main menu. F2 (A) typically toggles the patient banner, F3 (B) switches between activities, and F5 (D)
refreshes the current view. Memorizing F4 for patient lookup is a core Epic keyboard shortcut competency that significantly
improves workflow efficiency.
Q8: While reviewing results in a patient's chart, a physician wants to switch from the Results Review activity to the
Note Writer activity. Which keyboard shortcut should the physician use?
A. F2
B. F3 *[CORRECT]*
C. F7
Epic Systems Corporation Training Standards | Aligned to Epic Certification Curriculum Page 3
EPIC TRAINING QUESTIONS AND ANSWERS
93 Questions | 2026/2027 Edition
Aligned with Epic Systems Corporation Training Standards, Epic Certification Curriculum, and Healthcare EHR Competency
Guidelines
Section Topic Questions
1 Epic Foundations & Navigation 15
2 Patient Access & Registration 12
3 Clinical Documentation & Charting 15
4 Orders & Medication Administration 15
5 Results Review & Clinical Decision Support 10
6 Scheduling & Referrals 8
7 Billing, Coding, & Revenue Cycle 10
8 Security, Privacy, & HIPAA Compliance 8
TOTAL 93
Cognitive Distribution: 25% Recall | 50% Application | 25% Analysis • Style: 70% Scenario-Based | 30% Direct Knowledge •
Format: Single Best Answer (A-D)
Section 1: Epic Foundations & Navigation
15 Questions | Recall, Application & Analysis
Q1: A new Epic user is logging into Hyperspace for the first time. Which statement best describes the role of
Hyperspace within the Epic EHR ecosystem?
A. Hyperspace is a back-end database server that stores patient records and clinical data.
B. Hyperspace is the primary client application through which clinicians access Epic modules such as
EpicCare Ambulatory, Inpatient, Cadence, and Willow. *[CORRECT]*
C. Hyperspace is a third-party billing interface that links Resolute Professional Billing to payer portals.
D. Hyperspace is the mobile-only application used exclusively by patients for MyChart access.
Correct Answer: B
Rationale:
Hyperspace is Epic's primary client-side application and serves as the user-facing front door to all clinical, access, revenue,
and analytical modules. It is not a database (option A), a billing-only interface (option C), or a patient-facing app (option D,
which describes MyChart). Per Epic training standards, every credentialed user accesses Epic through Hyperspace, making
mastery of its workspace foundational to all other EHR competencies.
Epic Systems Corporation Training Standards | Aligned to Epic Certification Curriculum Page 1
,EPIC TRAINING EXAM | 2026/2027 Edition 93 Questions | Healthcare EHR Competency
Q2: During onboarding, a registration clerk asks which Epic module handles outpatient appointment scheduling.
Which is the correct response?
A. Prelude handles outpatient appointment scheduling.
B. Cadence handles outpatient appointment scheduling. *[CORRECT]*
C. Resolute handles outpatient appointment scheduling.
D. Willow handles outpatient appointment scheduling.
Correct Answer: B
Rationale:
Cadence is Epic's outpatient scheduling module used for appointment booking, visit types, provider schedules, and reminder
workqueues. Prelude (A) handles patient registration and demographics, Resolute (C) handles professional and hospital billing,
and Willow (D) handles inpatient and outpatient pharmacy. Correctly mapping modules to functions is a core Epic Foundations
competency and prevents routing work to the wrong workqueue.
Q3: A physician is reviewing a patient's chart and wants to quickly view the patient's active problem list,
medications, allergies, and recent vitals in one consolidated summary. Which Epic feature is designed for this
purpose?
A. The Snapshot, which displays a consolidated summary of key clinical data in the patient
header. *[CORRECT]*
B. The Story navigator, which only shows progress notes authored in the last 24 hours.
C. The Print Group, which only produces paper handouts for the medical record.
D. The In-Basket, which is used exclusively for routing lab results to providers.
Correct Answer: A
Rationale:
The Snapshot is a configurable Epic feature that consolidates high-priority clinical data (problems, medications, allergies,
vitals, recent results) into a single at-a-glance view accessible from the patient header. The Story navigator (B) focuses on
notes, Print Groups (C) are for paper output, and In-Basket (D) is for messaging and result routing. Using Snapshot supports
efficient chart review and aligns with EHR competency guidelines for situational awareness.
Q4: A nurse needs to find a patient's most recent colonoscopy report but does not know the exact date. Which Epic
navigation tool should the nurse use to search the chart by document type and keyword?
A. Chart Search, which allows searching the entire patient chart by keyword, document type, or date
range. *[CORRECT]*
B. The Print Group, which only lists documents selected for printing.
C. The Patient Header, which only displays demographic and encounter information.
D. The In-Basket, which only displays messages routed to the current user.
Correct Answer: A
Rationale:
Chart Search is Epic's chart-wide search tool that allows users to query for notes, results, orders, and documents by keyword,
type, and date range. Print Groups (B) are preselected output sets, the Patient Header (C) shows demographics/encounter
context, and In-Basket (D) is a messaging queue. Proficiency with Chart Search reduces time spent manually scanning tabs and
is an expected Epic navigation competency.
Q5: A medical assistant is viewing a patient's chart and notices the patient header displays a small yellow triangle
icon next to the patient's name. What does this icon most likely indicate?
Epic Systems Corporation Training Standards | Aligned to Epic Certification Curriculum Page 2
, EPIC TRAINING EXAM | 2026/2027 Edition 93 Questions | Healthcare EHR Competency
A. The patient has an outstanding balance that must be collected before the visit.
B. The patient has a chart warning or alert that requires attention, such as a safety flag or important
note. *[CORRECT]*
C. The patient is enrolled in MyChart and has new portal messages.
D. The patient has been marked as deceased in the registration system.
Correct Answer: B
Rationale:
A yellow triangle in the Epic patient header is the standard chart warning icon, indicating a safety flag, behavioral alert, or
other patient-specific warning that staff must review before proceeding. Options A, C, and D describe different status indicators
that use distinct icons (financial, MyChart, deceased). Recognizing chart warnings is critical for patient and staff safety and is
reinforced during Epic Foundations training.
Q6: A provider is documenting in a progress note and wants to insert a pre-written block of normal physical exam
findings that she uses for every well-woman visit. Which Epic feature should she use?
A. A SmartLink, which dynamically pulls discrete data elements such as vitals or allergies into the note.
B. A SmartList, which presents a pick list of selectable choices during note writing.
C. A SmartPhrase, which expands a user-defined dot phrase (e.g., .wellwoman) into a pre-authored block of
text. *[CORRECT]*
D. A SmartText, which auto-generates discharge instructions based on diagnosis codes.
Correct Answer: C
Rationale:
SmartPhrases are user-defined dot phrases (e.g., .wellwoman) that expand into reusable blocks of narrative text, ideal for
standard normal exam documentation. SmartLinks (A) pull discrete data fields, SmartLists (B) provide pick lists, and SmartText
(D) is used for templated patient-facing documents. Using SmartPhrases correctly improves documentation efficiency and
consistency, a core Epic personalization competency.
Q7: A user is working in a patient's chart and needs to quickly look up a different patient without closing the
current chart. Which Epic keyboard shortcut opens the patient lookup dialog?
A. F2
B. F3
C. F4 *[CORRECT]*
D. F5
Correct Answer: C
Rationale:
F4 opens the patient lookup dialog in Hyperspace, allowing users to search for and open another patient chart without
navigating through the main menu. F2 (A) typically toggles the patient banner, F3 (B) switches between activities, and F5 (D)
refreshes the current view. Memorizing F4 for patient lookup is a core Epic keyboard shortcut competency that significantly
improves workflow efficiency.
Q8: While reviewing results in a patient's chart, a physician wants to switch from the Results Review activity to the
Note Writer activity. Which keyboard shortcut should the physician use?
A. F2
B. F3 *[CORRECT]*
C. F7
Epic Systems Corporation Training Standards | Aligned to Epic Certification Curriculum Page 3
