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Questions and Answers
What is the purpose of defining managed access?
To define relationships in the system for appropriate patient chart access.
What three records must have the same user context value for managed access to work correctly?
Provider group, patient group, and user records.
Which staff members can be set up as users to gain access to patients through patient groups? (Select all that apply)
The user context category list is categorized as item _____ in the PGP master file.
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What happens when you try adding a nurse's user record to a provider group?
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What is the first step a user takes to access patient charts in EpicCare Link?
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What is the purpose of managed access?
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Which of the following components are necessary to configure managed access? (Select all that apply)
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Users in a clinical setting are always providers.
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The user context value connects all the three records to one another and helps identify which groups need the same managed access to patient charts. The user context category list is category‐data‐type item ________ in the PGP master file.
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What must be the same across user, provider group, and patient group records for managed access to function correctly?
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Match the following actions with their respective descriptions:
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What happens if you try to add a nurse's user record to a provider group?
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What should the user context value be when creating a provider group for accurate linking?
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Study Notes
Managed Access Overview
- Managed access is the process of defining relationships in the system to determine who has access to what patient data.
Essential Components of Managed Access
- User (EMP): Represents an individual who interacts with the system, including providers, nurses, technicians, and administrative staff.
- Patient Group (PGP): A collection of patients associated with a specific user. Users can access records of patients in the groups they are associated with.
- Provider Group (PGP): Groups of providers who practice together, like providers in a clinic.
- User Context Value: A value from the User Context Category list (Category data type 22210 in the PGP Master file), connects User, Patient, and Provider Groups, ensuring consistent managed access across these records.
How Managed Access Works in EpicCare Link
- When a user logs in to EpicCare Link, the system checks the user's context value.
- The system identifies all patient groups with the same context value.
- Patients in those identified groups are loaded into the user's patient list.
Building Managed Access Records
- Create a unique user context value in the User Context Category list.
- Build a provider group, including providers in the group, and assign the user context value.
- Create a patient group, add patients, and ensure the user context value and relevant provider group are assigned.
Example: Setting up Access for Dr. Randy
- Dr. Randy who works at the Badger Clinic is assigned the "TRN## Badger Clinic" User Context value.
- A Provider Group "TRN## Badger Clinic - Provider" is created with Dr. Randy as a member and assigned the "TRN## Badger Clinic" User Context value.
- A Patient Group "TRN## Badger Clinic - Patient" is created with patients seen at the clinic, the user context value "TRN## Badger Clinic" and the linked provider group "TRN## Badger Clinic - Provider."
Overview of Managed Access
- Managed Access defines relationships within the system to determine appropriate patient chart access for users
- Requires three components:
- User (EMP): Individual accessing the system
- Patient Group (PGP): List of patients associated with users, allowing access to their records
- Provider Group (PGP): A group of providers related by affiliation, e.g., providers working in the same clinic.
- User Context Value connects all three records, identifying groups needing the same managed access to patient charts.
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Managing User Access
- User logs into EpicCare Link.
- System verifies the user's context.
- System identifies all corresponding patient groups.
- System displays patients from those groups on the user's Patient List.
Building Managed Access Records
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Instructor Demo: Create a New User Context Value
- User context value connects all three records (user, provider group, patient group), ensuring they share the same user context.
- Access and modify category lists for user context using Category List Maintenance activity.
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Follow Along: Build a Provider Group
- Use Web Suite > Provider Group activity to create a provider group.
- Enter user context value to connect provider group to user records.
- Add providers to the group; make sure they have "No" in the Restricted? column.
- User records cannot be linked to a provider group.
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Follow Along: Build a Patient Group
- Use Web Suite Admin > Patient Group activity to create a patient group.
- Specify the provider group using the same user context value for connection.
- Manually add patients to the patient group by opening the Patients tab and using the "Add Patient" button.
- Grant access is a process that automatically populates the patient group based on relationships in the system.
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Description
Explore the essential components and functioning of managed access in EpicCare Link. This quiz covers user roles, patient groups, and provider interactions that define data accessibility in the system. Test your understanding of how these elements work together to secure patient information.
