Name two things that are defined by your role record. - ANSWER-Roles define your
default Startup Activity, the Hyperspace toolbar, options under the Epic... [Show More] button, the
maximum number of workspaces a user can have open, automatic timeout settings, and
whether your user's last login department will default the next time she logs in.
Explain the difference between role and security. - ANSWER-Security determines a
user's access to functionality. Role determines where that functionality will appear for a
user in Hyperspace.
What function does the Role record perform in Epic? - ANSWER-A role record
determines the layout and ground rules of Hyperspace.
Security Class Scenario:
Your organization wants its hospital charge nurses to have administrative access to the
Patient List activity (Inpatient security point 1 - Patient List Administrator). Otherwise,
their access should be the same as that of other inpatient nurses (who use the MODEL
IP NURSE Inpatient security class). How would you efficiently take care of this need? -
ANSWER-• Duplicate the MODEL IP NURSE Inpatient security class, and call the
duplicate something like IP CHARGE NURSE.
• Add to the duplicate the desired security point. Link all of the charge nurses' user
records (or a charge nurse user template) to this duplicate security class.
How do you duplicate a security class? - ANSWER-Log in to Text as your administrator
> From the Training Application Access menu, select Chronicles. > (Hint: The Training
Application Access menu is the initial menu after logging in to Text. If you are in text but
not on this screen, press PAGE UP until you reach this screen.) > Enter "ECL" at the
Database initials prompt. > Go to Enter Data > Duplicate Security Class. > Duplicate the
"TRNCLN PEDS IP SECURITY CLASS" security class. > Enter a new ID and write it
down > In Hyperspace, use Chart Search to find "Inpatient Security." > Open the new
id. > In the Comments field, enter a more specific title such as first year residents > In
the Search field on the Security Points tab, enter "notes cosign required" and press
ENTER > In front of security point 28 - Notes Cosign Required, click the button to make
the security point active. > In the Search field on the Security Points tab, enter "order
sets" and press ENTER. > In front of security point 193 - Edit My Order Sets, click the
button to make the security point inactive.
13. Click Accept to save and close your record.
Foundation security class - ANSWER-• Epic's Foundation System serves as a starting
point for customers, as it is configured with providers, users, roles, security classes,
profiles, and other settings that reflect our recommendations and best practices.
Security Points - ANSWER-• Security points are individual keys to pieces of Epic
functionality.
• Each activity (like Chart Review) is associated with one or more security points. If a
user has the security point, he has access to the activity. If he does NOT have the
required security point, then he will not be able to launch the activity.
• In most cases, the user won't even see the activity, or it might appear as grayed out.
• Security points are typically referred to by the type of security class they are found in
(Inpatient, EpicCare, Emergency, Shared, etc.) and a number.
Security Class - ANSWER-• One function of the user template is to assign access to
activities in Epic. This access is controlled by records in the Security Class (ECL)
master file. Security class records can be shared, so assigning them in the template is
an efficient way to grant access to groups of users.
• Instead of giving individual security points directly to users, security points of the same
type are lumped into security classes, like rings of keys, and then assigned to the
appropriate groups of users.
Which type of security controls access to hospital functionality, like the MAR and Doc
Flowsheets? - ANSWER-Inpatient Security
Which three security classes does every user need? - ANSWER-Inbasket, Shared, and
Reporting Workbench
Explain the difference between a security class and a security point. - ANSWER-A
security point grants access to a single piece of functionality; it's like a key. A security
class is a collection of security points, like a key ring. Users are linked to security
classes either directly or via a template; users are not linked directly to security points.
What function does security perform in Epic? - ANSWER-Security controls access to
functionality— what a user is or is not allowed to do in the system.
Who (or what) needs a provider record? - ANSWER-A person or resource if at least one
of the following criteria are met:
• Credentials to display or a specialty/discipline
• Authorizing and/or ordering provider for orders
• Referred-to or referred-by providers for referrals
• Scheduled with patients or appointments in Epic
Who needs a user record? - ANSWER-Everyone at your organization who uses Epic
will need a user record. The User (EMP) master file needs a record for each end userdoctors, nurses, front desk staff, billers, etc. The user record is a starting place for
successfully getting staff started with Epic because it acts as a hub where several other
important settings are made.
Default login department - ANSWER-A user will be assigned a default log in so that
whenever the user logs into EPIC the defaulted log in will occur, but will still have the
option to manually choose if needed.
Linkable Template - ANSWER-• User templates (or linkable templates) are records in
the User (EMP) master file that allow you to create a single record to maintain shared
settings for multiple user records. You create a user template for a particular group of
users (for example, medical assistants). In the template, you assign the access to
activities, Hyperspace configuration, profiles, and other settings appropriate to that
group.
User Record - ANSWER-Anyone who needs to log in to Hyperspace needs his/her own
user record. User records determine login IDs, passwords, default login departments,
security (access to functionality), and many other settings.
True or False: In the provider record, you can link to the corresponding user record or a
user template. - ANSWER-False. The linking is established in the user record. Multiple
users may not be linked to the same provider record.
Why do MRI machines and classrooms need to have records in the Provider master
file? - ANSWER-The MRI machines and classrooms are scheduled resources.
Give an example of someone who would need a provider record but NOT a user record.
Explain why. - ANSWER-A physician in your community who gets referrals from your
physicians, but who does not have access to log in to your Epic system.
What are some settings you must make in an individual user record which cannot be set
with linkable templates? - ANSWER-Default login department, link to templates,
ID/password information
True or False: You can link a user to multiple linkable templates. - ANSWER-True. You
can assign more than one template to a user, and that user can choose the template
they want to affect them when they log into Hyperspace.
What four patient workspace settings is the Workflow Engine configured to control? -
ANSWER-1. Activity tabs (to the left of the patient chart)
2. More Activities menu (formerly known as the action menu)
3. Navigators
4. Sidebars (when using widescreen view)
Workflow Engine rules don't eliminate the need for assigning role and profile records to
users. Those records contain many more settings that aren't included in the Workflow
Engine [Show Less]
