KEPIC CLN 251/252 STUDY SET 3 - KW,
EPIC CLN 251/252 STUDY SET 2 - KW,
EPIC CLN 251/251 – KW COMPLETE
DETAILED CASE STUDY
Name two things that are defined by your role record. - Roles define your default Startup Activity, the
Hyperspace toolbar, options under the Epic 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. - 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? - 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? - • 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? - 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 - • 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 - • 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 - • 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? -
Inpatient Security
Which three security classes does every user need? - Inbasket, Shared, and Reporting Workbench
Explain the difference between a security class and a security point. - 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? - 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? - 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? - Everyone at your organization who uses Epic will need a user record. The
User (EMP) master file needs a record for each end user-doctors, 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 - 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 - • 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 - 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. -
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? - The MRI
machines and classrooms are scheduled resources.