Epic Training: Test Answers

EPIC Training Complete 2025 Exam Test – Questions & Answers

This comprehensive study guide contains verified questions and answers for the EPIC Training Complete 2025 Exam. EPIC is the leading electronic health record (EHR) system used in healthcare facilities. This guide covers patient registration, scheduling, billing, clinical documentation, medication administration, charting, and key EPIC modules. Use this guide to prepare for your EPIC proficiency assessment.

Patient Registration & Identification

Q1. What are the appropriate forms of primary photo ID?

ANSWER: Driver’s License, Passport, Military ID, State ID

Q2. Who is responsible for any balance not covered by insurance?

ANSWER: Guarantor

Q3. Can two patients be linked to the same guarantor account?

ANSWER: True

Q4. What is the MRN?

ANSWER: Medical Record Number

Q5. When adding generic insurance, what MUST be added?

ANSWER: Claims Billing address

Occurrence Codes & Billing

Q6. What is the correct occurrence code for an auto accident that occurred in an at-fault state?

ANSWER: 01

Q7. What is the correct occurrence code to use when registering a Workers’ Comp encounter?

ANSWER: 04

Q8. What term is associated with patient privacy and the electronic submission of claims?

ANSWER: HIPAA

Q9. What is FO?

ANSWER: Filing Order

Scheduling

Q10. Which module is used to schedule outpatient appointments in EPIC?

ANSWER: Cadence

Q11. What are Sequential Appointments?

ANSWER: Two or more appointments in the same scheduling process

Q12. What is a recurring appointment?

ANSWER: Repeated appointment on a regular basis

Q13. What is the Schedule orders work queue?

ANSWER: Orders that need to be scheduled

Q14. What is the Referral work queue?

ANSWER: Referrals/appointments that aren’t authorized

Q15. What is the Patient work queue?

ANSWER: Patients with incomplete registrations

Q16. When logging into Epic you ______ have to enter the department every time.

ANSWER: Will not

System Indicators & Required Fields

Q17. What does a Red Stop Sign indicate?

ANSWER: System required field

Q18. What does a Yellow Yield Sign indicate?

ANSWER: System recommended field (Rachel required)

Q19. Both required and recommended items are denoted by a stop sign.

ANSWER: False

Real Time Eligibility & Insurance

Q20. What is RTE?

ANSWER: Real Time Eligibility

Q21. You can use the temporary address to make sure a patient’s bills are sent to an address other than their home address.

ANSWER: True

Q22. What is HOD?

ANSWER: Hospital Outpatient Department

Clinical Documentation – Notes & Chart Review

Q23. True or False: You must use NoteWriter to write consult notes.

ANSWER: False

Q24. True or False: You can filter notes by type using tabs in the notes activity.

ANSWER: True

Q25. True or False: You can only write notes using Epic’s smart tools.

ANSWER: False

Q26. What is the primary purpose of an encounter in EPIC?

ANSWER: To document patient care for a specific visit

Q27. In EPIC, what does the ‘Chart Review’ activity allow you to do?

ANSWER: View historical data from previous encounters

Q28. Which tool should you use to find information related to a particular condition?

ANSWER: Chart Search

Q29. If you wanted to see a patient’s full history of lab results, where would be the best place to look?

ANSWER: Chart Review – Results Review

SmartTools – SmartPhrases, SmartLists, SmartSets

Q30. You are writing a note. How do you make selections in the SmartLists?

ANSWER: Click on the items or type the corresponding number

Q31. What is a SmartPhrase used for in EPIC?

ANSWER: Inserting predefined text into documentation

Q32. What is a SmartSet in EPIC?

ANSWER: A group of orders, documentation templates, and billing codes

Medication Administration Record (MAR)

Q33. How do you indicate that a medication has been administered in EPIC?

ANSWER: Complete a Medication Administration Record (MAR)

Q34. What color are completed meds in the MAR?

ANSWER: Salmon color

Q35. What color are continued meds in the MAR?

ANSWER: Yellow

Q36. What color are the MAR rows that request meds pulled on override?

ANSWER: Pink

Q37. Click on the medication row to see what?

ANSWER: More detail in route, dose, etc. of medication

Q38. True/False: Completed, discontinued, and future meds appear on MAR with different color backgrounds compared to current medications.

ANSWER: True

Q39. What MAR action do you use when titrating a medication drip?

ANSWER: Rate/Dose Change

Q40. What information that is typically filled is missing from the medication administration when you are documenting a medication pulled on override?

ANSWER: Route, dose, frequency

Q41. True/False: You must manually add tasks to the work list for each medication ordered.

ANSWER: False

Medication Safety – BCMA & Override

Q42. What EPIC feature supports barcode scanning for medication safety?

ANSWER: BCMA (Barcode Medication Administration)

Q43. Why is it necessary to do an override pull for a medication that needs to be given but hasn’t been verified by pharmacy?

ANSWER: Unverified medications don’t appear on the patient profile in the ADS

Orders & Order Management

Q44. What does ‘Sign and Hold’ mean in EPIC?

ANSWER: Order is pending for future release

Q45. How do you discontinue an order?

ANSWER: Cancel the order

Q46. Why do transfer orders need to be released?

ANSWER: So that the entire care team knows what to do with the patient

Q47. What do you need to do to indicate you’ve seen new blood orders?

ANSWER: Acknowledge the order

Q48. What does EPIC define as acknowledging an order?

ANSWER: I have seen this order

Blood Products & Transfusions

Q49. What do you click to release a unit of blood?

ANSWER: The transfuse order, then the release link

Q50. What flowsheet do you use for documenting blood administration?

ANSWER: The blood flowsheet

Q51. Blood product administration is documented from where?

ANSWER: From flowsheets, using the blood products administration module

Q52. What should you do if a patient has a reaction to blood?

ANSWER: Stop the transfusion immediately, maintain IV access, notify provider, and document the reaction

Flowsheets & Documentation

Q53. What are flowsheets used for in EPIC?

ANSWER: Monitoring vital signs and nursing assessments over time

Q54. To file flowsheet data: ANSWER: Click file, right-click and file selected, or leave the flowsheet

Q55. You see whether your restraint documentation is within compliance in the restraints compliance report in flowsheets.

ANSWER: True

Q56. Documenting specimen collection information: ANSWER: The lab can’t fully process or result specimens without all collection information documented

Navigators & Workflow

Q57. True/False: A navigator must be worked through in order, from top to bottom.

ANSWER: False

Q58. True/False: If an assessment is completed or vitals are due, you must complete them before moving on.

ANSWER: False – you can navigate as needed

Tasks & Work Lists

Q59. Tasks highlighted in yellow indicate: ANSWER: Overdue tasks

Q60. Which home screen activity shows patients assigned to you and your unit?

ANSWER: Patient List or My Patients

Charges & Billing

Q61. Ways to file charges in EPIC: ANSWER: Through the charges activity; Through flowsheet documentation; Automatically triggered by completion of a task or other documentation

Q62. You should review the Inpatient Charges entered within the last 72 hours section before you post new charges.

ANSWER: True

Q63. There is no way in EPIC to delete a charge if you filed in error.

ANSWER: False – charges can be corrected or deleted

Care Planning

Q64. The plan of care review is the basis for your care plan note.

ANSWER: True

Reports & Review

Q65. With the exception of labs, the System Review report shows data from the past ____ hours.

ANSWER: 24 hours

Q66. Which report displays the patient’s treatment team?

ANSWER: Treatment Team report or Storyboard

Patient Portal & Communication

Q67. In EPIC, what is ‘MyChart’?

ANSWER: A patient portal (allows patients to view their records, test results, and communicate with providers)

EPIC Modules

Q68. Which EPIC module is used by nurses for documentation and administering medications?

ANSWER: ClinDoc

Q69. What module is Willow?

ANSWER: Pharmacy module

Q70. What module is Beacon?

ANSWER: Oncology module

Q71. What is OpTime?

ANSWER: Operating room/surgical services module

Q72. What is Stork?

ANSWER: Obstetrics module

Q73. What is Welcome?

ANSWER: Patient check-in/registration module

Help & Resources

Q74. True or False: Nurses can view Epic Central and the Learning Home Dashboard to find help with Epic and complex workflows.

ANSWER: True

EPIC Modules Quick Reference

• Cadence: Scheduling module for outpatient appointments

• ClinDoc: Clinical documentation module for nurses and providers

• Willow: Pharmacy module for medication management

• Beacon: Oncology-specific module

• OpTime: Operating room and surgical services

• Stork: Obstetrics module

• Welcome: Patient check-in and registration

• MyChart: Patient portal for viewing records and communication

• BCMA: Barcode Medication Administration for patient safety

Key EPIC Concepts to Remember

• Red Stop Sign = Required Field: Must be completed to proceed

• Yellow Yield Sign = Recommended: System suggests completing but not mandatory

• MAR Color Codes: Salmon (completed), Yellow (continued), Pink (override needed)

• Chart Review: Access to patient’s historical data from previous encounters

• SmartTools: SmartPhrase (text templates), SmartList (selection menus), SmartSet (order groups)

• HIPAA: Patient privacy and electronic claims submission

• Guarantor: Person responsible for patient’s unpaid balances

• MRN: Medical Record Number – unique patient identifier

Study Tips for EPIC Training Success

• Know Your Color Codes: Red = required, Yellow = recommended; MAR colors indicate medication status

• Master the Modules: Understand which module is used for which function (Cadence for scheduling, ClinDoc for documentation)

• Understand Workflow: Know the difference between signing, holding, and releasing orders

• Safety First: BCMA ensures right patient, right medication through barcode scanning

• Documentation Skills: Practice using SmartPhrases, SmartLists, and navigating Chart Review

• Billing Basics: Know occurrence codes (01 for auto accident, 04 for workers comp) and guarantor responsibilities

IMPORTANT DISCLAIMER: This study guide is compiled from publicly available EPIC training materials and educational resources for the EPIC Training Complete 2025 Exam. It should be used as a supplemental study tool only.

Always refer to official EPIC training materials provided by your healthcare organization, complete all required EPIC proficiency assessments, and follow your facility’s specific workflows and policies. EPIC implementations vary by organization. This information is for educational purposes.