User Record Management in EpicCare Link

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Questions and Answers

What is one of the key settings to manage user access in EpicCare Link?

Disabling user records management

Allowing Hyperspace logins

Providing unlimited access to all users

Enabling access to activities (correct)

Which of the following settings is aimed at preventing users from accessing Hyperspace?

Enabling Hyperspace access

Assigning user roles

Preventing Link users from logging in to Hyperspace (correct)

Logging activities of users

What must be done to facilitate a secure EpicCare Link experience?

Disable all settings temporarily

Assign appropriate security classifications (correct)

Allow all users unrestricted access

Eliminate user records management

How does managing access to activities benefit EpicCare Link?

It helps in maintaining user records more easily Signup and view all the answers

What is a consequence of improperly setting user access in EpicCare Link?

Improper management of user records Signup and view all the answers

What primarily determines a user's access to functionality within the Web Suite security class?

User's security points evaluation Signup and view all the answers

Which of the following could restrict a user's ability to access certain functionalities in the Web Suite?

User's security points status Signup and view all the answers

If a user has low security points in the Web Suite, what is likely to occur?

The user might lose access to certain functionalities Signup and view all the answers

What could happen if a user exceeds the required security points in the Web Suite?

The user may gain access to additional functionalities Signup and view all the answers

Which factor is NOT typically involved in evaluating a user's access rights in the Web Suite security class?

User's Internet connectivity Signup and view all the answers

What is the primary function of EpicUUID in the context of ECL500v EpicCare Link?

Unique identification of user records Signup and view all the answers

Which of the following best describes ECL500v EpicCare Link?

A platform for patient data accessibility and sharing Signup and view all the answers

What is one important aspect of user provisioning in ECL500v EpicCare Link?

Assigning user roles based on their job functions Signup and view all the answers

Which of the following actions is related to reviewing the chapter content in ECL500v EpicCare Link?

Preparing reviews and assessments of user procedures Signup and view all the answers

Why is user provisioning critical in the context of ECL500v EpicCare Link?

To limit users' access to sensitive information Signup and view all the answers

In the context of ECL500v, what is a key benefit of effective user provisioning?

Enhanced security and compliance Signup and view all the answers

In a clinical setting, who are considered users in relation to providers?

Individuals who can access patient information Signup and view all the answers

Why is it important to differentiate between users and providers in clinical settings?

To manage access rights and responsibilities effectively Signup and view all the answers

What role do users play if they are not considered providers in a clinical environment?

Users may provide technical support but not patient care Signup and view all the answers

What is a primary distinction between users and providers in clinical settings?

Users may not have direct patient care responsibilities Signup and view all the answers

In managing user access, which factor does NOT typically apply to users in a clinical setting?

Their role in patient care delivery Signup and view all the answers

What change will occur to item 54000 in WSD starting November 2023?

It will be automatically set to Yes to enable 2FA. Signup and view all the answers

What is the primary purpose of enabling 2FA for EpicCare Link?

To increase security of user accounts. Signup and view all the answers

Why is item 54000 being set to Yes in WSD from November 2023?

To implement a new security measure known as 2FA. Signup and view all the answers

What does the setting of item 54000 to Yes enable for EpicCare Link?

Enhanced security through two-factor authentication. Signup and view all the answers

What is NOT a likely benefit of enabling 2FA for EpicCare Link?

Increased complexity in user logins. Signup and view all the answers

What is a function of Site Wizard in the context of ECL500v EpicCare Link?

Link new provider users to existing provider records Signup and view all the answers

Which of the following actions can Site Wizard perform related to provider records?

Automatically create new provider records Signup and view all the answers

What is a possible consequence of not utilizing Site Wizard properly in ECL500v EpicCare Link?

Inefficient management of user access Signup and view all the answers

What key aspect does user provisioning facilitate in ECL500v EpicCare Link?

Linking of user profiles to system functionalities Signup and view all the answers

In what way can Site Wizard enhance the overall system management of ECL500v EpicCare Link?

By streamlining the process of linking users to providers Signup and view all the answers

What is the key security class that filters the EpicCare Link system?

TRN## Link Physician Signup and view all the answers

What action must be completed to finalize actions in the EpicCare Link system?

Click Finish twice Signup and view all the answers

Which of the following actions does NOT directly relate to user management in EpicCare Link?

Managing item settings in WSD Signup and view all the answers

In the context of EpicCare Link, user actions can be influenced by which factor?

The filtering security class applied Signup and view all the answers

What is primarily required after accessing features within the Web Suite security class?

Executing the Finish command Signup and view all the answers

What is the first step to manage linked templates in EpicCare Link?

Open the Linked Templates form. Signup and view all the answers

What should be done after replacing the current linked template in EpicCare Link?

Make the new template the default. Signup and view all the answers

What does the 'TRN## Link Physician Template' refer to in the EpicCare Link process?

A specific linked template meant for physician connections. Signup and view all the answers

Which of the following is most likely to occur if the current linked template is not correctly replaced?

Clinicians may experience confusion in template applications. Signup and view all the answers

What notation is used to identify the linked physician template provided in the context?

TRN## Link Physician Template Signup and view all the answers

What is the main purpose of security classes in EpicCare Link?

To grant users access to functionality Signup and view all the answers

Which of the following does NOT relate to user access management in EpicCare Link?

Creating automated patient follow-up reminders Signup and view all the answers

Which factor is primarily involved in determining a user's access within the EpicCare Link security class?

User's role within the healthcare organization Signup and view all the answers

What is a likely effect of improperly configuring security classes in EpicCare Link?

Limited access to essential functionalities for users Signup and view all the answers

What outcome can result from the correct management of security classes in EpicCare Link?

Streamlined access to system functionalities for authorized users Signup and view all the answers

What happens if a user record has only one linkable template associated with it?

The template is automatically set as the default template. Signup and view all the answers

Which template setting must be adjusted to facilitate user access to the Web Suite?

Set the template Login Type to 'Web Suite'. Signup and view all the answers

What is an immediate effect of linking only one template to a user record in EpicCare Link?

That template becomes the default template automatically. Signup and view all the answers

After a linked template is replaced in EpicCare Link, what is the next recommended step?

Set the new template as the default template. Signup and view all the answers

When a default template is set for a user, what does this imply about the template linked to that user record?

Only one template can be linked to that user record. Signup and view all the answers

What is the primary benefit of enabling two-factor authentication (2FA) for EpicCare Link?

Enhanced security through an additional verification step Signup and view all the answers

In what way does user provisioning benefit the administration of ECL500v EpicCare Link?

It facilitates the assignment of appropriate access levels to users Signup and view all the answers

Which factor does NOT play a role in determining a user's access rights within the EpicCare Link security class?

User's previous login history Signup and view all the answers

What is a likely consequence of improperly managing user access configurations in EpicCare Link?

Breach of patient confidentiality due to unauthorized access Signup and view all the answers

How is dual verification achieved through two-factor authentication in EpicCare Link?

By sending a one-time code to the user's registered phone or email Signup and view all the answers

What will be automatically populated for Randy when he logs in to EpicCare Link?

His correct department Signup and view all the answers

Which action must be taken to access the Provider/Hot-Keys subform in EpicCare Link?

Expand the EpicCare form Signup and view all the answers

What does Randy need to do to view the necessary provider information in EpicCare Link?

Expand the EpicCare form Signup and view all the answers

What feature is automatically available to Randy upon logging into EpicCare Link?

Prepopulated department information Signup and view all the answers

Which step follows the action of expanding the EpicCare form in the provider interface?

Opening the Provider/Hot-Keys subform Signup and view all the answers

What setting must be adjusted to configure user access type for the Healthy Planet Link?

Managed Signup and view all the answers

Which of the following links should also have its access type set to 'Managed' alongside the Healthy Planet Link?

EpicCare Link Signup and view all the answers

Which consequence might occur if the access type for Tapestry Link is not set to 'Managed'?

Increased user access to sensitive data Signup and view all the answers

Which action is necessary after setting the access types for the Healthy Planet Link, EpicCare Link, and Tapestry Link?

Verify the correct settings Signup and view all the answers

In what way does setting the access type to 'Managed' affect user interaction with the links?

It enhances security by regulating user access Signup and view all the answers

What is an essential consideration for creating a user-friendly display name for a new patient group?

It needs to be concise and easy to understand. Signup and view all the answers

What does the 'TRN## Badger Clinic ‐ Patient' designation imply about the patient group?

It represents a specific clinic's patient group. Signup and view all the answers

Why is it important to ensure that the display name is user-friendly when creating a patient group?

To facilitate efficient navigation for users. Signup and view all the answers

When creating a new patient group in a healthcare system, what should NOT be included in the display name?

Jargon or abbreviations that are not commonly understood. Signup and view all the answers

In the context of patient group naming, what would be an appropriate way to represent the clinic's identity?

Through a clear reference to the clinic's branding. Signup and view all the answers

What does the Scheduling Type control in the SER record?

The record type of the SER record Signup and view all the answers

Which of the following is controlled by the Ref Src Type?

The referral source type of the provider Signup and view all the answers

What might the Internal/External option affect?

The categorization of services as internal or external Signup and view all the answers

How does the appointment scheduling functionality relate to the SER record?

It affects the record type depending on Scheduling Type Signup and view all the answers

Which statement is incorrect regarding the items controlled by the SHIFT+F5 keystroke?

Ref Src Type identifies user accreditation. Signup and view all the answers

What is the primary reason Randy needs user access to EpicCare Link?

To log in to EpicCare Link as a new physician Signup and view all the answers

Which of the following is NOT a system Randy can access?

Hyperspace Signup and view all the answers

As a new physician, what is a potential limitation Randy might face in accessing information?

Inability to modify patient records in EpicCare Link Signup and view all the answers

What aspect of Randy's user record is essential for his role as a new physician?

Authorized login to EpicCare Link Signup and view all the answers

What kind of access is primarily associated with Randy's user role?

Documenting patient encounters in EpicCare Link Signup and view all the answers

What is primarily recorded in user records concerning access within Hyperspace?

The type of access granted Signup and view all the answers

Which of the following is least likely to influence a user's ability to access functionalities within Hyperspace?

User's geographic location Signup and view all the answers

In the context of Hyperspace, what aspect is NOT typically included in user records?

User's profile picture Signup and view all the answers

What does effective management of user records in Hyperspace help prevent?

Unauthorized access to sensitive information Signup and view all the answers

Which factor would most likely determine the type of access a user has within Hyperspace?

The user’s role and privileges assigned Signup and view all the answers

What is the primary purpose of the user role 110000000001 in the Foundation System?

To enable access to Hyperspace-based activities. Signup and view all the answers

Which of the following best describes the Link Dashboard User role?

A role specifically aimed at facilitating Hyperspace activity access. Signup and view all the answers

How does the creation of user role 110000000001 benefit Link users?

By providing targeted access to specific Hyperspace-based activities. Signup and view all the answers

In what way does the Link Dashboard User role contribute to the security framework of the Foundation System?

By restricting user actions to only Hyperspace-related tasks. Signup and view all the answers

What implication does the Link user role have on the overall functionality within the Foundation System?

It allows users to effectively engage with Hyperspace activities. Signup and view all the answers

Which component helps to ascertain which patient records a user can access in the managed access configuration?

User context value Signup and view all the answers

In managed access, what role does a user context category list play?

It links user records with patient and provider groups. Signup and view all the answers

How does a user gain access to patient records when associated with a patient group?

Through automatic grant access events. Signup and view all the answers

What must occur for a user to view patient charts associated with a patient group?

The user's context must match the patient group's context. Signup and view all the answers

Which statement most accurately describes the relationship between provider groups and patient groups in managed access?

Patients are automatically added to patient groups through linked events with provider groups. Signup and view all the answers

What is a necessary action for a user to be effectively managed under managed access?

Possess a designated user context. Signup and view all the answers

What element is NOT typically involved in identifying relationships between users and patients in managed access?

User's professional certification Signup and view all the answers

Which situation would prevent a user from accessing patient records even if associated with a patient group?

The patient has not consented to share their records. Signup and view all the answers

What is the primary function of establishing a user context value in managed access?

To determine access permissions for patient charts. Signup and view all the answers

Study Notes

Maintaining User Records

Shared settings are used to create appropriate EpicCare Link experiences, including:
- Enabling access to activities
- Preventing Link users from logging into Hyperspace
- Assigning security classifications

Security Functionality

Web Suite security class determines access to functionality
Depending on security points, access will be granted or denied

User Provisioning

User provisioning allows Link users to view managed access patient lists

Managed Access Record Structure Diagram

This diagram is used to visualize the relationship between provider, patient, and user records

Create User Context Value, Provider Group, and Patient Group

Building records for provider and patient groups allows Link users to view managed access patient lists
User context value, provider group, and patient group records should be connected to user records

Generating Records

Records can be generated manually by clicking "Generate Records" and confirming with Yes and OK
Alternatively, a nightly batch job can be set up to automate this process
There is no need to manually mark messages as Done.

Two-Factor Authentication (2FA) for EpicCare Link

Starting November 2023, item 54000 in WSD will be automatically set to "Yes" to enable 2FA for EpicCare Link.

New User Account Request Process

A new nurse named Christine requested a new account.
The request was submitted to the Link site administrator for the Badger Clinic, Tony.
Tony approved the request using the Site Wizard, which automatically generated a user record with appropriate settings.
Users are not necessarily providers in a clinical setting.
To refresh the "In Basket" view, use the shortcut ALT+E.
The "Sent By" column can be sorted by clicking the column header.

Site Wizard

Site Wizard can be used to manually link new provider users to existing provider records.
Site Wizard can automatically create new provider records.
Site Wizard links users to the Foundation System EpicCare security class "TRN## Link Physician".
The Foundation System EpicCare security class "TRN## Link Physician" is filtered by the "TRN## Link Physician" Web Suite security class.

Category Lists

Category Lists are used for provider groups.
Users can learn how to use Category Lists from the Category Lists [GEN605] e‐learning lesson.
Users can review Category Lists further in the Homework: Data Types and Category Lists chapter of CLN251‐252 Configuring the Epic End User Clinical/Shared training companion.

Provider Groups

Provider groups are used in EpicCare Link.
Provider groups can be found in the Group Related Providers to Grant Access topic in the Managed Access Setup and Support Guide.

WSD

Only one person can access WSD at a time.
Do not complete any instructor demos during class when using WSD.

EpicCare Link Security Classes

Security classes grant users access to functionality in EpicCare Link
To allow a Link provider to authorize orders, the "Authorize Orders" setting should be set to Yes

Adding Patients to a Patient Group

To add patients to a patient group, open the Patients tab and use the Add Patient button
Add the following patients to your patient group:
- Nepal, Michelle
- Leroy

Changing User Context Value

To change the user context value in a user record, expand the Web Suite form and open the Managed Access subform

User Template Linkage

When a user record has a single linkable template, it automatically becomes the default template.
Set the template Login Type to "Web Suite" and apply the template.
Refer to the "Use Two‐Factor Authentication in Web Applications" section in the EpicCare Link and Tapestry Link Users Setup and Support Guide for further information.

User Access

For most Link users, access is limited to charts of patients associated with them or their linked providers.
Users are not always providers in a clinical setting.
EpicUUID: 3F9F131A-D327-4D88-B530-782891619639
ECL500v EpicCare Link: Chapter 3, Page 17, "Managed Access," "Follow Along: Review Settings in the User Record Generated by Site Wizard."

EpicCare Link

Default department pre-populated upon log-in
Provider/Hot-Keys subform accessible by expanding EpicCare form
Authentication options include mobile app, third-party SMS, and email
First-time log-in after two-factor authentication prompts users to choose preferred authentication method
Managed access requires User (EMP), Patient group (PGP), a list of patients associated with the organization

Configuration

Set access type for Healthy Planet Link, EpicCare Link, and Tapestry Link to "Managed"
Consider creating a Provider Blueprint to automatically apply pre-defined values to provider records

Scheduling Type

Controls the type of record associated with the SER record.

Ref Src Type

Determines the referral source type of the provider.

Internal/External?

Creates a new patient group named "TRN## Badger Clinic - Patient"
The group name offers a user-friendly display name.
The patient group's address is "1979 Milky Way"
The group has an EpicUUID: "3F9F131A-D327-4D88-B530-782891619639"
The group is associated with the EpicCare Link managed access system.

City (or ZIP)

The field accepts a city name or a zip code.
The State, ZIP, County, and Country fields are auto-populated based on the city or ZIP code entered.
This section is greyed out for delegate users as they don't need an SER record.

User Roles and Access in Hyperspace

User records control login methods, locations, and access levels within Hyperspace.
The Link Dashboard User role (1100000001) is designed to ensure Link users can access Hyperspace-based activities.
To define the credentials displayed when a user documents in a patient chart, you should set the Clinical Staff role.
To request access for a new clinical staff member, follow these steps:
- Enter their first name.
- Enter their last name.
- Provide their work email address.
- Select the appropriate user group.
Selecting a specific user group associates the new Link user with all PGP (Patient Group) groups that contain the corresponding user context value.

Managed Access

Managed access defines relationships within the system for user access to patient charts.
To configure managed access, you need users (EMP), patient groups (PGP), and a list of patients.
Patient groups (PGP) are associated with users, granting access to patient records within the group.
Users are not necessarily providers. Nurses, technicians, and front desk staff can also be set up as users.
Provider groups (PGP) are groups of providers related to each other, e.g., providers in a clinic.
Provider groups linked to shared patient groups automatically add patients to the group when events occur with providers in the linked provider group.
User context values connect users, patient groups, and provider groups. They are defined in the User Context category list, category-data-type item 22210 in the PGP master file (I PGP 22210).
When a user logs in to EpicCare Link, the system checks the user context value and creates a list of all patient groups with the same context.
Patients in those patient groups are loaded into the user's patient list.
The user accesses the patient charts through the Patient List activity.

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Description

This quiz covers the essential principles of user record management within EpicCare Link, focusing on shared settings, security functionality, and user provisioning. Participants will learn how to create and manage records for providers and patients while ensuring proper access control. Understanding the relationships within records is key to streamlining access for users.