EPIC TRAINING EXAM MANUAL 2025/2026 QUESTIONS
WITH ANSWERS RATED A+
✔✔1. Save your settings in the Dashboard Editor
The easiest way to save your settings is to navigate to another form in the
Dashboard Editor.
Settings are also saved when you click Accept to close the Dashboard
Editor, but doing so means it will take longer to return to this record if you
wish to make further edits.
2. Hard refresh your dashboard.
While viewing your dashboard, use the keyboard shortcut of ALT + = ﴾Mac
users: Option + Command + =﴿. - ✔✔To view a dashboard as you are making changes
to it, you will need to:
✔✔The Analytics Catalog can be used to find which of the following reporting
resource?a) Workbench reports, b) saved SlicerDicer sessions, c) Radar dashboards,
d) Dashboard components, e) Workbench templates, f) Epic-Crystal reports. - ✔✔a)
Workbench reports, c) Radar dashboards, d)Dashboard components, f) Epic-Crystal
reports
✔✔Assuming a user has the appropriate report group to access a dashboard, what
other dashboard settings control whether the dashboard is available for viewing? -
✔✔Appropriate Report Group; The Ready for use and Enabled for user selection check
boxes
✔✔Every Report model is a record in which Master File? - ✔✔HSQ
✔✔Which of the following do you need to create a link from a dashboard to a given
Hyperspaceactivity?
a. The activity descriptor for the activity
b. The menu descriptor of the activity
c. The user-facing name of the activity
d. The parent menu of the activity record - ✔✔The activity descriptor for the activity
✔✔You have built a component record. Which of the following could explain why the
component does not appear on a specific dashboard?
a. The component is not set as ready for use
b. The component is not listed on the Content form of the dashboard
c. The component and the dashboard do not share any report groups
d. The component has not been marked as enabled for user selection - ✔✔a. The
component is not set as ready for use
b. The component is not listed on the Content form of the dashboard
,✔✔True or False. Components require a defined Display title on the Display form. -
✔✔True - It is a required field
✔✔A scheduler wants a population that shows how many appointments there are today
with a status of 'Scheduled.' They want to reference this throughout the day to keep
track of how many appointments are left to check in. Could this be done in SlicerDicer?
Why? - ✔✔No, SlicerDicer does not contain today's data, so a list of scheduled
appointments wouldn't change throughout the day.
✔✔A user wants a list of surgical cases scheduled in the next week grouped by
procedure. They will reference this list at the start of each week to audit room and staff
usage. Could SlicerDicer meet this need? Why? - ✔✔Yes. Even though the list has to
include cases scheduled in the future, the use only requires cases that were scheduled
in advance, and all such surgeries scheduled at least a day earlier will be displayed
✔✔True or False: SlicerDicer can be used to report on any data that has ever been
entered into Epic. - ✔✔False. SlicerDicer can only be used to report on data that has
been extracted to the Caboodle.
✔✔A SlicerDicer population is showing all smokers with PCPs in your clinic. You would
like to see these patients grouped by their different PCPs, with one bar per provider.
How would you do this? Choose only ONE answer.
a) Add a criterion
b) Change your measure
c) Change your visualization
d) Add a slice - ✔✔d) Add a slice
✔✔Which of Epic's databases contains real-time data?
a. Chronicles
b. Clarity
c. Caboodle - ✔✔a) Chronicles
✔✔Which of Epic's databases are relational databases?
a. Chronicles
b. Clarity
c. Caboodle - ✔✔b. Clarity
c. Caboodle
✔✔Do item numbers necessarily carry meaning across master files? - ✔✔No, item
numbers do not necessarily carry meaning across master files.
✔✔True or False. You can use the Record Viewer to look up the definition of a table in
Clarity. - ✔✔False. Use the Record Viewer to view data from a record in Chronicles.
Use the Clarity Dictionary to look up the definition of a table in Clarity.
,✔✔What is the difference between a record and a contact? - ✔✔A record is a single
entity. What kind of thing depends on the master file - a record in the patient master file
is a patient, a record in the provider master file is a provider, etc.
A contact represents a single set of data (usually representing a unique time period) on
that record.
✔✔What is the difference between a multiple response item and a response each time
item? - ✔✔These refer to different item characteristics. "Multiple response" refers to a
particular Response Type. A multiple response item can hold multiple answers on one
contact. "Response each time" refers to a particular
✔✔True or False: A patient who has been seen twice at your facility should have two
records in the Patient master file. - ✔✔False - The patient should only have one record,
but that record will have two contacts.
✔✔A user shows you a field in Hyperspace that they want to report on. How can you
find wherein Chronicles that field files to? - ✔✔Control left-click it. If that doesn't work,
try using the Record Viewer.
✔✔When you allow multiple summary locations in a metric-based component, how
many resources (IDK) can be added to the component? How can you tell from the Data
Source form in Component Editor? - ✔✔One, the resource field becomes single
response.
✔✔How could you add more summary targets to the component? What did this button
control before? - ✔✔Clicking the Add button. This used to be how you added multiple
resources to the component.
✔✔What master file stores dashboard resources? - ✔✔IDK
✔✔What master file stores metric definitions? - ✔✔IDN
✔✔If a component has a data source of Component Record, will it leverage the metric
framework? - ✔✔No. A Data Source of Dashboard Resource indicates a component will
use the Metric Framework.
✔✔True or False: A metric definition may only be referenced by one dashboard
resource record. - ✔✔False
✔✔A user ran a report to find all geriatric patients but now wants to limit the report to
only patients who have arthritis. The report includes a column to display the patients'
medical problems. How can the user limit the report to only arthritic patients without re-
, running it? - ✔✔Use the Filters tab, and filter the Medical Problem column on the value
"arthritis".
✔✔Who can find a public report in the Library? - ✔✔If a user can see a template in the
Library, they will be able to view and run all the public reports made from the template.
✔✔True or False. A private report is one that anyone can run, but only the creator can
edit. - ✔✔False
✔✔What Master File stores one record for every display column in Chronicles? Choose
only ONE Answer.
a. HRX
b. PAF
c. IDB - ✔✔PAF
✔✔What should you do before creating a new display column? - ✔✔Check to make
sure there isn't a column already created that you can use.
✔✔If you want to build a dashboard containing a metric-based component, what
records do you need, and in what order must they be built? - ✔✔IDN(Metrics definition),
then IDK(Dashboard resources), then IDB(Radar component that pulls together IDK
records), then IDM(Radar dashboard record this the frame for metric-based
components)
✔✔True or False. A new Reporting Workbench security class must be created for each
user. - ✔✔False. Security classes should be reused as often as possible.
✔✔True or False. Only administrators with the right security can build a report from an
unconfigured template. - ✔✔False. No one can see a template if it is unconfigured.
✔✔True or False: You are not able to run a report while viewing another user's library? -
✔✔True. You cannot run a report while you are viewing another user's library
✔✔True or False. Your Chronicles Administrator, Clarity Administrator, and Caboodle
Administrator will always be three separate people. - ✔✔False. Database administrators
sometimes oversee operation of more than one database.
✔✔What activity can you use to find a list of all configured templates? - ✔✔Template
Manager.
✔✔What controls the list of available measures in SlicerDicer? - ✔✔Measures are
chosen from the list of filters (FDS records) available in a given data model.
WITH ANSWERS RATED A+
✔✔1. Save your settings in the Dashboard Editor
The easiest way to save your settings is to navigate to another form in the
Dashboard Editor.
Settings are also saved when you click Accept to close the Dashboard
Editor, but doing so means it will take longer to return to this record if you
wish to make further edits.
2. Hard refresh your dashboard.
While viewing your dashboard, use the keyboard shortcut of ALT + = ﴾Mac
users: Option + Command + =﴿. - ✔✔To view a dashboard as you are making changes
to it, you will need to:
✔✔The Analytics Catalog can be used to find which of the following reporting
resource?a) Workbench reports, b) saved SlicerDicer sessions, c) Radar dashboards,
d) Dashboard components, e) Workbench templates, f) Epic-Crystal reports. - ✔✔a)
Workbench reports, c) Radar dashboards, d)Dashboard components, f) Epic-Crystal
reports
✔✔Assuming a user has the appropriate report group to access a dashboard, what
other dashboard settings control whether the dashboard is available for viewing? -
✔✔Appropriate Report Group; The Ready for use and Enabled for user selection check
boxes
✔✔Every Report model is a record in which Master File? - ✔✔HSQ
✔✔Which of the following do you need to create a link from a dashboard to a given
Hyperspaceactivity?
a. The activity descriptor for the activity
b. The menu descriptor of the activity
c. The user-facing name of the activity
d. The parent menu of the activity record - ✔✔The activity descriptor for the activity
✔✔You have built a component record. Which of the following could explain why the
component does not appear on a specific dashboard?
a. The component is not set as ready for use
b. The component is not listed on the Content form of the dashboard
c. The component and the dashboard do not share any report groups
d. The component has not been marked as enabled for user selection - ✔✔a. The
component is not set as ready for use
b. The component is not listed on the Content form of the dashboard
,✔✔True or False. Components require a defined Display title on the Display form. -
✔✔True - It is a required field
✔✔A scheduler wants a population that shows how many appointments there are today
with a status of 'Scheduled.' They want to reference this throughout the day to keep
track of how many appointments are left to check in. Could this be done in SlicerDicer?
Why? - ✔✔No, SlicerDicer does not contain today's data, so a list of scheduled
appointments wouldn't change throughout the day.
✔✔A user wants a list of surgical cases scheduled in the next week grouped by
procedure. They will reference this list at the start of each week to audit room and staff
usage. Could SlicerDicer meet this need? Why? - ✔✔Yes. Even though the list has to
include cases scheduled in the future, the use only requires cases that were scheduled
in advance, and all such surgeries scheduled at least a day earlier will be displayed
✔✔True or False: SlicerDicer can be used to report on any data that has ever been
entered into Epic. - ✔✔False. SlicerDicer can only be used to report on data that has
been extracted to the Caboodle.
✔✔A SlicerDicer population is showing all smokers with PCPs in your clinic. You would
like to see these patients grouped by their different PCPs, with one bar per provider.
How would you do this? Choose only ONE answer.
a) Add a criterion
b) Change your measure
c) Change your visualization
d) Add a slice - ✔✔d) Add a slice
✔✔Which of Epic's databases contains real-time data?
a. Chronicles
b. Clarity
c. Caboodle - ✔✔a) Chronicles
✔✔Which of Epic's databases are relational databases?
a. Chronicles
b. Clarity
c. Caboodle - ✔✔b. Clarity
c. Caboodle
✔✔Do item numbers necessarily carry meaning across master files? - ✔✔No, item
numbers do not necessarily carry meaning across master files.
✔✔True or False. You can use the Record Viewer to look up the definition of a table in
Clarity. - ✔✔False. Use the Record Viewer to view data from a record in Chronicles.
Use the Clarity Dictionary to look up the definition of a table in Clarity.
,✔✔What is the difference between a record and a contact? - ✔✔A record is a single
entity. What kind of thing depends on the master file - a record in the patient master file
is a patient, a record in the provider master file is a provider, etc.
A contact represents a single set of data (usually representing a unique time period) on
that record.
✔✔What is the difference between a multiple response item and a response each time
item? - ✔✔These refer to different item characteristics. "Multiple response" refers to a
particular Response Type. A multiple response item can hold multiple answers on one
contact. "Response each time" refers to a particular
✔✔True or False: A patient who has been seen twice at your facility should have two
records in the Patient master file. - ✔✔False - The patient should only have one record,
but that record will have two contacts.
✔✔A user shows you a field in Hyperspace that they want to report on. How can you
find wherein Chronicles that field files to? - ✔✔Control left-click it. If that doesn't work,
try using the Record Viewer.
✔✔When you allow multiple summary locations in a metric-based component, how
many resources (IDK) can be added to the component? How can you tell from the Data
Source form in Component Editor? - ✔✔One, the resource field becomes single
response.
✔✔How could you add more summary targets to the component? What did this button
control before? - ✔✔Clicking the Add button. This used to be how you added multiple
resources to the component.
✔✔What master file stores dashboard resources? - ✔✔IDK
✔✔What master file stores metric definitions? - ✔✔IDN
✔✔If a component has a data source of Component Record, will it leverage the metric
framework? - ✔✔No. A Data Source of Dashboard Resource indicates a component will
use the Metric Framework.
✔✔True or False: A metric definition may only be referenced by one dashboard
resource record. - ✔✔False
✔✔A user ran a report to find all geriatric patients but now wants to limit the report to
only patients who have arthritis. The report includes a column to display the patients'
medical problems. How can the user limit the report to only arthritic patients without re-
, running it? - ✔✔Use the Filters tab, and filter the Medical Problem column on the value
"arthritis".
✔✔Who can find a public report in the Library? - ✔✔If a user can see a template in the
Library, they will be able to view and run all the public reports made from the template.
✔✔True or False. A private report is one that anyone can run, but only the creator can
edit. - ✔✔False
✔✔What Master File stores one record for every display column in Chronicles? Choose
only ONE Answer.
a. HRX
b. PAF
c. IDB - ✔✔PAF
✔✔What should you do before creating a new display column? - ✔✔Check to make
sure there isn't a column already created that you can use.
✔✔If you want to build a dashboard containing a metric-based component, what
records do you need, and in what order must they be built? - ✔✔IDN(Metrics definition),
then IDK(Dashboard resources), then IDB(Radar component that pulls together IDK
records), then IDM(Radar dashboard record this the frame for metric-based
components)
✔✔True or False. A new Reporting Workbench security class must be created for each
user. - ✔✔False. Security classes should be reused as often as possible.
✔✔True or False. Only administrators with the right security can build a report from an
unconfigured template. - ✔✔False. No one can see a template if it is unconfigured.
✔✔True or False: You are not able to run a report while viewing another user's library? -
✔✔True. You cannot run a report while you are viewing another user's library
✔✔True or False. Your Chronicles Administrator, Clarity Administrator, and Caboodle
Administrator will always be three separate people. - ✔✔False. Database administrators
sometimes oversee operation of more than one database.
✔✔What activity can you use to find a list of all configured templates? - ✔✔Template
Manager.
✔✔What controls the list of available measures in SlicerDicer? - ✔✔Measures are
chosen from the list of filters (FDS records) available in a given data model.
