EPIC CLN251/252 ACTUAL EXAM 2026/2027 Expert
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SECTION 1: EPIC DOCUMENTATION FUNDAMENTALS (19 Questions)
Q1: A physician wants to create a shortcut that will insert a standardized physical exam note
containing specific text, flowsheet rows, and SmartLinks for vital signs. Which Epic tool should
the physician use to create this efficiency?
A. SmartPhrase
B. SmartList
C. SmartLink
D. SmartText
Correct Answer: A
[CORRECT] Rationale: SmartPhrases are the Epic tool designed to insert predefined blocks of
text, formatting, and SmartLinks into notes. Option A is correct because SmartPhrases can
contain text, formatting, and embedded SmartLinks for dynamic data. Option B (SmartList) is
incorrect; SmartLists provide picklists of values but don't create full note templates. Option C
(SmartLink) is incorrect; SmartLinks pull specific data into notes but are components within
SmartPhrases, not the container tool. Option D (SmartText) is incorrect; SmartText is a legacy
term or refers to text shortcuts in some systems, but SmartPhrase is the correct Epic terminology.
Q2: A nurse is documenting vital signs in a patient's flowsheet and notices that the temperature
reading from the connected device is not populating automatically. Which troubleshooting step
should be performed first?
A. Check the device connectivity in the Device Integration activity
B. Manually enter the temperature and file a service ticket
C. Refresh the patient's chart and wait 5 minutes
D. Switch to a different flowsheet row for temperature
Correct Answer: A
[CORRECT] Rationale: When device-integrated data fails to populate, the first step is to verify
device connectivity and configuration in the Device Integration activity. Option A is correct
because it addresses the root cause at the integration level. Option B is inefficient and bypasses
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the integration issue. Option C may resolve temporary sync delays but doesn't address persistent
connectivity problems. Option D doesn't solve the underlying device communication problem.
Q3: Which Epic note type is specifically designed for interdisciplinary communication and
allows multiple providers to contribute to a single longitudinal document over time?
A. Progress Note
B. Consult Note
C. Plan of Care Note
D. Interdisciplinary Note
Correct Answer: D
[CORRECT] Rationale: The Interdisciplinary Note is designed for collaborative documentation
across multiple disciplines, allowing various providers to add to the same document over time.
Option D is correct because this note type supports longitudinal, team-based documentation.
Option A (Progress Note) is typically authored by a single provider per entry. Option B (Consult
Note) is specific to consultation requests and responses. Option C (Plan of Care Note) focuses on
care planning but doesn't inherently support multi-author longitudinal documentation like the
Interdisciplinary Note.
Q4: A provider wants to insert dynamic patient data (current medications, allergies, or lab
results) that automatically updates when the note is viewed later. Which tool should be used?
A. SmartPhrase
B. SmartLink
C. SmartList
D. SmartSet
Correct Answer: B
[CORRECT] Rationale: SmartLinks are designed to pull live data from the patient's chart and
display current information whenever the note is viewed. Option B is correct because
SmartLinks maintain dynamic connections to patient data. Option A (SmartPhrase) inserts static
text unless it contains SmartLinks. Option C (SmartList) provides selectable options but doesn't
pull dynamic data. Option D (SmartSet) is for order sets, not documentation.
Q5: In Epic's 2026/2027 documentation framework, which feature allows providers to use voice
recognition to generate structured documentation that automatically populates discrete data
elements into the patient's chart?
A. Epic Hyperspace Voice
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B. AI-Assisted Documentation (AAD)
C. Epic Speech Recognition
D. Natural Language Processing Bridge
Correct Answer: B
[CORRECT] Rationale: AI-Assisted Documentation (AAD) is Epic's 2026/2027 solution that
converts natural speech into structured documentation with discrete data extraction. Option B is
correct as it represents Epic's advanced AI documentation capabilities. Option A is not a standard
Epic product name. Option C refers to basic speech-to-text without AI structuring. Option D is
not Epic's official terminology for this functionality.
Q6: A Clinical Documentation Specialist needs to review all unsigned notes for a specific
nursing unit to ensure timely authentication. Which reporting workbench report should be used?
A. Notes by Author Report
B. Unsigned Notes Report
C. Note Status Dashboard
D. Documentation Compliance Report
Correct Answer: B
[CORRECT] Rationale: The Unsigned Notes Report specifically identifies notes that require
authentication, filtered by location, author, or time range. Option B is correct for tracking
pending signatures. Option A shows notes by author regardless of signature status. Option C may
display note metrics but isn't the standard report for unsigned note tracking. Option D focuses on
compliance metrics rather than specific unsigned note identification.
Q7: Which Epic functionality allows a provider to copy documentation from a previous
encounter while maintaining an audit trail of what was copied and when?
A. Copy-Forward
B. Note Templates
C. Clone Note
D. Carry-Forward Documentation
Correct Answer: A
[CORRECT] Rationale: Copy-Forward is Epic's approved method for carrying previous
documentation forward, with comprehensive audit trails showing source note, timestamp, and
what content was copied. Option A is correct because it maintains compliance and transparency.
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Option B provides structure but doesn't copy previous content. Option C is not standard Epic
terminology. Option D is a descriptive term but Copy-Forward is the specific Epic function with
audit capabilities.
Q8: A provider is creating a SmartPhrase that includes a picklist of common physical exam
findings for the cardiovascular system. Which embedded tool should be included within the
SmartPhrase?
A. SmartLink
B. SmartList
C. SmartText
D. SmartForm
Correct Answer: B
[CORRECT] Rationale: SmartLists create picklists of selectable values within documentation,
perfect for standardized choices like physical exam findings. Option B is correct because
SmartLists display as dropdown selections. Option A pulls data rather than offering choices.
Option C is not the correct terminology for this functionality. Option D is for structured data
entry forms, not inline picklists within notes.
Q9: In the 2026/2027 Epic version, which new feature enhances interoperability by allowing
documentation to be shared across different healthcare organizations using FHIR standards?
A. Epic Interconnect
B. Care Everywhere Documentation Sharing
C. FHIR Note Exchange
D. Cross-Organization Documentation Bridge
Correct Answer: B
[CORRECT] Rationale: Care Everywhere is Epic's interoperability platform, and the 2026/2027
enhancements include improved documentation sharing capabilities using FHIR standards.
Option B is correct as it represents Epic's established interoperability solution with updated
FHIR support. Option A is Epic's general interoperability platform but not specific to
documentation sharing. Options C and D are not standard Epic product names.
Q10: When configuring documentation preferences in Epic, where should a provider set their
default note type, default note title, and preferred SmartPhrase shortcuts?
A. User Preferences > Documentation
B. Note Composer Settings