EPIC CLN251/252 ACTUAL EXAM 2026/2027
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SECTION 1: EPIC DOCUMENTATION FUNDAMENTALS
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
Rationale: SmartPhrases are the Epic tool designed to insert predefined blocks of text,
formatting, and SmartLinks into notes. [CORRECT] 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
for user-created text expansions.
Q2: When documenting in a note, a user types @VITALS@ and presses the spacebar. The
system automatically inserts the patient’s most recent blood pressure, heart rate, and temperature
into the note text. What specific Epic tool is being utilized in this scenario?
A. SmartPhrase
B. SmartLink
C. SmartList
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D. Dot Phrase
Correct Answer: B
Rationale: A SmartLink is a specific syntax (often denoted by the @ symbol) that pulls real-time
data from the patient's chart into the note. [CORRECT] Option B is correct because it identifies
the tool that retrieves dynamic data. Option A is incorrect because while a SmartPhrase can
contain a SmartLink, the specific action of pulling live data via a command is the function of the
SmartLink itself. Option C is incorrect; SmartLists are for selecting from a list. Option D is a
colloquial term for SmartPhrases, not the data-pulling tool.
Q3: A nurse needs to document a patient's pain level, but the option must allow them to choose
from a predefined list of descriptors (e.g., "Mild," "Moderate," "Severe") rather than typing free
text. Which Epic tool allows the builder to create this selectable list within a note template?
A. SmartLink
B. SmartList
C. SmartGroup
D. Flowsheet
Correct Answer: B
Rationale: SmartLists are dropdown menus or selectable lists configured by builders to
standardize data entry. [CORRECT] Option B is correct because it forces the user to select from
standard values. Option A pulls data. Option C is not a standard Epic tool name for lists. Option
D is a grid for structured data, not a list within a note.
Q4: A user is reviewing the "Storyboard" on the left side of the patient chart. Which of the
following information is NOT typically displayed in the Storyboard?
A. Allergies
B. Current Medications
C. Active Problems
D. Historical Note Text
Correct Answer: D
Rationale: The Storyboard is a high-level summary sidebar displaying critical patient safety
information like allergies, meds, and problems. [CORRECT] Option D is correct because the
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Storyboard does not display the full text of historical notes; that requires opening the Notes
activity. Options A, B, and C are standard Storyboard components.
Q5: You are advising a physician on documentation efficiency. They want to create a personal
text shortcut for "Follow up in 2 weeks." What is the maximum number of characters typically
allowed for a SmartPhrase abbreviation (shortcut name)?
A. 5 characters
B. 10 characters
C. 20 characters
D. 50 characters
Correct Answer: A
Rationale: Epic typically limits SmartPhrase abbreviations (shortcuts) to 5 characters to ensure
speed and reduce typing load. [CORRECT] Option A is the standard system limit. Options B, C,
and D exceed the standard abbreviation field limit.
Q6: Which of the following is a best practice reason to use SmartLists in documentation
templates?
A. To ensure every note looks exactly the same for every patient
B. To reduce typing errors and standardize terminology for reporting
C. To prevent users from editing the note after signing
D. To automatically bill for the visit
Correct Answer: B
Rationale: SmartLists standardize terminology, which improves data quality for reporting and
reduces typographical errors seen in free text. [CORRECT] Option B is the primary
administrative benefit. Option A is incorrect because notes should be patient-specific. Option C
is a security setting, not a SmartList function. Option D is related to coding, not the list itself.
Q7: A user wants to share a SmartPhrase they created with their entire department. In the
SmartPhrase Manager, which ownership setting must they change?
A. Personal
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B. Department
C. Hospital
D. Enterprise
Correct Answer: B
Rationale: Changing the ownership or sharing scope to "Department" allows users within that
specific department security class to utilize the phrase. [CORRECT] Option B is correct. Option
A is private. Options C and D usually require builder/admin privileges to share at those levels,
whereas users can typically share to their own department.
Q8: In the Note Writer editor, what does the "Stop" icon (red octagon) in the toolbar typically
indicate?
A. Stop the current print job
B. Insert a Stop marker for required fields the user must review
C. Cancel the note
D. End the copying process
Correct Answer: B
Rationale: The Stop icon is used in template building to create "stops" or "markers" that force the
user to address specific fields (like fill-in-the-blanks) before signing. [CORRECT] Option B is
correct. It is a quality control feature.
Q9: A user attempts to edit a note that was signed yesterday. The system allows them to open the
note but changes the header to "Addendum." Why does this happen?
A. The user does not have security to edit notes
B. Once a note is signed, it becomes a legal document and cannot be altered; changes must be
appended
C. The note is locked by the attending physician
D. The system is experiencing a database lag
Correct Answer: B
Rationale: To maintain legal integrity and an audit trail, signed notes cannot be altered
retroactively. [CORRECT] Option B explains the compliance logic. Any changes must be added