Epic Registering New and Existing Patients Practice Test

These questions are part of the practice quiz. Start practicing

• Which term describes the action of Epic adding information on other forms for a patient?
• How does Epic ensure data privacy when a patient requests restricted information release?
• In Epic, what does the Relationship field in insurance records represent?
• Why is capturing guarantor address important in registration?
• Which relationships are typically represented in the Insurance Relationship field?
• During de-duplication in Epic, what is the purpose of merging or linking to the master patient?
• In Epic, what is the primary role of the MRN?
• Which description best matches 'employment related accident'?
• What does a Green Time Slot signify in scheduling?
• Which occurrence code documents the date and time of an accident?
• What is the purpose of recording the Relationship to Guarantor in Epic?
• How does Epic handle patient portal enrollment during registration?
• How does Epic support international patients during registration?
• What steps are involved in documenting an electronic consent to treat in Epic?
• On the Edit Contact Information Window, what information is pulled from the patient?
• What should be preserved during a merge to avoid data loss?
• What is the significance of the 'preferred contact method' in Epic?
• To ensure proper auditability, which of the following statements is true about registration changes?
• Under Self Referral, which term is used for a routine appointment?
• Which demographic fields are important for reporting and privacy in Epic?
• Which UI element shows the name of the patient and displays patient-specific information?
• What considerations arise in emergency or walk-in registrations in Epic?
• How should alternative coverage be handled when a policy is inactive or terminated in Epic?
• What is Real Time Eligibility used for?
• How is address standardization and validation typically implemented in Epic during patient registration?
• How are changes to insurance eligibility processed in Epic?
• What action is performed by the envelope icon at the top left in the interface?
• What is the purpose of the In Basket in the workflow?
• Which statement best describes how Epic designates primary vs secondary insurance in a patient record?
• How does Epic handle patient enrollment when a patient has multiple addresses?
• Which term describes a notice given before a service to indicate potential non-coverage by Medicare?
• How does the date and time of the incident relate to the occurrence code?
• What happens when you click Accept on the appointment review window?
• How should phone numbers be captured and validated in Epic during data entry?
• Which staff typically uses the occurrence code for work-related incidents?
• What common data-entry errors block registration completion in Epic, and how can they be resolved?
• Which details should be captured to document an insurance plan in Epic?
• What does ABN stand for in Medicare context?
• Which code would typically represent a non-work-related incident?
• What is the purpose of demographic validation rules in Epic?
• During de-duplication in Epic, what action is taken with duplicate records?
• What are external identifiers and when are they used in Epic?
• Which statement best describes 'accident-employment related'?
• What enrollment data is needed for a new patient in Epic for future visits?
• What is the objective of linking to a master patient during de-duplication?
• How often is the Outpatient Consent Form completed?
• Why is an effective date important for insurance in Epic?
• During resubmission, how should guarantor information be handled?
• Who is the guarantor?
• When a patient has multiple addresses in Epic, which address is considered the primary for mailing and service?
• What is the primary distinction between registering a new patient and registering an existing patient in Epic?
• What historical data is preserved in a merge operation?
• How are language and interpreter needs represented in scheduling and communications in Epic?
• Why is the occurrence code important in incident data analysis?
• If a patient does not want to provide demographic information, what should staff do?
• How do you document an emergency contact’s phone number in Epic?
• How should updates to a patient's legal name or demographics after registration?
• What term is the address to which billing statements are sent?
• How should address changes be managed over time for a patient in Epic?
• What are some common validation errors encountered during registration?
• Which information is included in the Outpatient Consent Form?
• The 'reason for visit' field in Epic is primarily used to support which aspects of patient care?
• Which action is appropriate if a phone number validation in Epic fails initially?
• What four elements are required on the make appointment form?
• What should you do when a patient requires interpreter services to proceed with registration?
• What is the purpose of the guardian/subscriber relationship type?
• PCP stands for which term in patient care?
• What is the purpose of recording guarantor contact information during patient registration?
• What is the purpose of the emergency contact section in Epic registration?
• What is the correct handling when a required field is missing during registration?
• What is the difference between a patient account and an encounter in Epic?
• When a patient resubmits registration data after changes, what steps should be taken?
• For a patient referred by a social work provider, which category is used to classify the referral?
• What is the purpose of a hard stop in Epic data entry?
• When recording guarantor information, why is the 'relationship to patient' field important?
• For international patients, which data point is explicitly captured to support regulatory handling?
• Which term refers to an address used when a patient lives away from their permanent address, with a start and end date?
• How are dates formatted in Epic during data entry?
• How does Epic accommodate international patients or non-residents?
• What is the difference between 'Self pay' and 'Insurance' billing during registration?
• Temporary Address is used for which communications?
• How is a PHI release or privacy authorization captured in Epic?
• What data quality checks should be performed on addresses during registration?
• How do you register an existing patient to a new encounter without creating a new patient record?
• What is the primary goal of the patient lookup step during Epic registration?
• During merging of records, which data should be preserved to avoid data loss?
• Where is the envelope icon typically located on the screen?
• How do you verify patient identity in Epic?
• How are potential duplicate alerts handled during registration in Epic?
• How do you handle bilingual or non-English speaking patients in Epic registration?
• The patient header is used to display information about what?
• What steps are involved in de-duplicating or merging patient records in Epic?
• Which time slot is designated as held time with zero or negative number and requires override to schedule into gray slots?
• When documenting coverage, which element is essential to include to ensure proper billing?
• What does FO stand for in filing order?
• What is the role of the patient portal (MyChart) during registration?
• When and how is insurance eligibility verification performed in Epic?
• How does Epic support capturing patient language and race/ethnicity?
• In the data-entry form, what does a Yield Sign indicate?
• Which term describes the record containing information about a guarantor?
• Which referral type is used when the patient is referred by a non-social-work provider?
• How should minors be registered in Epic, including guardian information?
• What describes a soft stop in Epic data entry?
• Which data element commonly accompanies the occurrence code to contextualize a work-related incident?
• Differentiate between a Subscriber and a Patient in Epic insurance data.
• Which types of consent might Epic record during registration?
• Which encounter type is most appropriate for a patient presenting to the Emergency Department for evaluation?
• The Red Time Slot with zero or negative number indicates what, and scheduling into gray slots requires what action?
• What element is essential to accompany the occurrence code to identify work-related incidents?
• Which privacy elements are captured during Epic registration?
• What does the occurrence code primarily classify in a work-related incident record?
• Real Time Eligibility automatically runs in Epic for which payors?
• Which enrollment data element is included to support future visits?
• Under Self Referral, which term is used for an appointment at an urgent care clinic?
• How do you handle a patient who wants to opt out of electronic communications?
• What is the difference between a primary and secondary insurance in Epic registration?
• Which statement best describes how a hard stop differs from a soft stop?
• What is the purpose of the 'reason for visit' and 'referring physician' fields during registration?
• DARS stands for which department?
• Which of the following would be a plausible non-work-related incident code entry?
• What does RCO stand for in healthcare administration?
• Which form grants authorization for billing and release of information to insurers?
• What are the potential impacts of incorrect demographics on encounters and billing in Epic?
• Why is maintaining accurate demographics critical in healthcare registries?
• Which HIPAA-compliant measures should be enforced during registration to protect patient information?
• Why is capturing both sex at birth and gender identity important in Epic?
• Which demographic fields are typically required for a new patient in Epic?
• What steps are involved in verifying an insurance policy in Epic during patient registration?
• What best describes date entry practices to ensure data quality in Epic?
• What is the purpose of the sponsor or employer-based coverage integration in Epic?
• Which category should be used when the patient initiates the appointment themselves?
• How does Epic perform patient matching when you search for an existing patient?
• What does a guardian/subscriber relationship type define in Epic?
• How should you proceed if a patient has no insurance but needs services?
• What does the occurrence code 11 represent?
• Which data elements are commonly used for patient matching beyond basic demographics?
• Which statement best defines a work-related accident?
• How should you handle a suspected duplicate record when a patient already exists?
• How does the Relationship field affect billing and permissions?
• A time slot reserved for a particular visit type is also known as what?
• What is a likely consequence of incorrect coordination of benefits (COB) settings?
• Which time slot is used when there are no regular openings and there is one overbook, and only if greens or blues are exhausted?
• In Epic registration workflow, what is typically generated to track the visit?
• What is required to document consent to treat for a minor patient?
• Which information should be captured for an emergency contact?
• If there is a data conflict such as a DOB mismatch, what is the proper action?
• How can insurance cards or documents be attached to the patient record in Epic?
• What is the difference between a patient account and a billing account in Epic?
• What is the benefit of displaying a preferred name in staff-facing forms and communications while keeping the legal name on official records?
• Which scheduling category requires an override security to place an appointment?
• How are new patient records created in Epic when no existing match is found?
• When enrolling a minor in Epic, which information should be captured?
• What is a MRN in Epic and how is it used in registration?
• Which insurance data is typically captured during registration for a new patient?
• What is a Guarantor in Epic and when is a guarantor created?
• How does Epic handle changes to a patient’s demographic data after registration?
• What public-facing data privacy principles should be observed during registration?
• If an injury happens at work, what is the purpose of the occurrence code in the record?
• Which scheduling indicator is described as a red time slot with no number and is used for OB-related appointments?
• Which code is required by BCBS on all visits?
• How should language preferences and interpreter needs be captured in Epic?
• Which item is NOT typically documented in Epic for language and interpreter needs?
• How does Epic maintain an audit trail of demographic changes after registration?
• What is DOB verification and what are common methods?
• What does an encounter type describe in Epic and how is it determined during registration?
• What is the primary purpose of addressing standardization to USPS conventions beyond formatting?
• Which is NOT an example of a guarantor account?
• Which entities does the HAR determine for billing and claims?
• Which occurrence code indicates accident or medical coverage?
• If a phone number is entered in an incorrect format during registration, what is the proper action?
• Why is the audit trail important when demographics are updated?
• Describe primary vs secondary insurance in Epic registration.
• What is a 'merge' operation in Epic?
• In Epic, what information about the guardian is recorded to document consent for a minor?
• In Epic, which icon indicates the item currently open (patient or referral)?
• In Epic enrollment data, who can be designated as a guarantor?
• How would you record the subscriber's information in Epic?
• Which fields are typically required when creating a new patient in Epic?
• What is an Occurrence Code used to indicate?
• Which facility type charges facility and provider fees for clinics within 35 miles of the hospital and is held to a higher CMS standard?
• What is the purpose of the duplicate review process in patient registration?
• What do audit trails in Epic registration primarily document?
• Which approach would be NOT appropriate for DOB verification?
• What is the difference between a mailing address and a service address in Epic?
• FO indicates the order in which charges will be billed. What does FO stand for?
• In the HAR, which entities are defined for billing and claims?
• What does HAR stand for?
• Who is typically designated as guarantor for a minor's account in Epic?
• Which term holds the insurance information for the patient in the system?
• The person in whose name the insurance is issued is called the
• What validation checks are typically performed on Date of Birth during registration?
• The initial activity you see when you log into hyperspace is called what?
• When is a secondary payer information captured in Epic?
• What is the recommended approach if a patient refuses to provide demographic data during registration?
• Why is an audit trail important for registration changes?
• How does Epic handle potential duplicate patients during registration?
• What does HOD stand for in the context of departments that handle procedures as both inpatient and outpatient?
• How would you attach insurance documents to a patient record?
• Which time slot means that Epic adds the info on other forms for that patient?
• What does MRN stand for in Epic context, and what is its significance?
• How can you verify an employer during registration?
• How do you capture insurance details for the patient during registration?
• How does Epic track consent for treatment during registration?
• Which matching criteria are commonly used in Epic's duplicate check during registration?
• What does a Stop Sign indicate on the data-entry form?
• For a documented workplace accident that occurred at 09:15, which code best describes it?
• Which term means the Epic action to populate data into forms, i.e., Populate?
• Who is the policy holder for the insurance coverage?
• What is the Interactive Face Sheet?
• What term denotes the insurance company in the system?
• What document is required for Scott and White Healthcare to bill insurance, release information, and reimburse directly?
• Hospital Outpatient Department (HOD) refers to departments that perform procedures as both inpatient and outpatient. What does HOD stand for?
• When documenting an incident with the occurrence code, what additional context is helpful?
• What is the primary use of the Workspace tab in Epic?
• Adults over 18 are typically listed as their own what?
• For Self Referral, which term is used for an ER appointment?
• What is a Referral Source and why capture it at registration?
• How are patient contact preferences configured and used?
• Which statement about PHI release documentation is true?
• What term defines the specific set of benefits offered by the insurance company?
• How is 'Reason for Visit' used during registration, and who commonly edits it?
• What consent forms are commonly captured during registration?
• Who are patients covered by the insurance?
• What is the process for updating or correcting demographics after the patient is registered?
• Why is audit logging important in the registration process?
• Which term indicates that the patient is financially responsible for all charges?
• WRID stands for what?
• Which information helps determine who is the subscriber or guarantor for billing and consent?
• What is a patient class or category, and how does it affect registration in Epic?
• What information is collected for guarantor setup in Epic?
• How should expired or terminated insurance policies be handled in Epic?
• How is a preferred name used in Epic demographics?
• Which facility type charges facility and provider fees for nearby clinics and is held to CMS standard?
• In which areas will the HAR be created?
• How does Epic support coordination of benefits (COB) when multiple insurances exist?
• Revenue Cycle Operations covers what process?
• If the date is missing for a work-related accident record, what is the likely risk?
• Which time slot requires overbook security if no regular openings remain?
• Which data privacy practice is essential during registration to support accountability?
• What are the three levels of verification in Real Time Eligibility?