Epic Cadence 201 Certification Exam – Epic
Systems | Patient Access and Scheduling
Questions and Verified Answers Comprehensive
Review..
INTRODUCTION.
This comprehensive practice examination is designed for healthcare IT professionals and Epic
analysts preparing for the Epic Cadence 201 Certification Exam for the current certification
cycle. Epic Cadence is the patient access and scheduling module that manages appointment
scheduling, resource management, patient registration, referrals, authorizations, and encounter
management.
Major Content Areas Covered:
• Patient Access and Registration: Patient registration, MPI (Master Patient Index),
duplicate record handling, patient identification, MyChart activation, proxy access, consents,
advance directives, HIPAA, ROI (Release of Information)
• Appointment Scheduling Workflows: Slot search, schedule appointment, appointment
types, appointment status (scheduled, checked-in, arrived, in-room, checked-out, cancelled,
no-show, rescheduled, pending), appointment confirmation, reminder calls, text reminders,
MyChart reminders, online scheduling
• Resource Management and Templates: Provider template build (SMF – Schedule Master
File), resource template (rooms, equipment, RN, MA), appointment type template (visit
length, resources), template patterns (weekly, monthly, rotation), template exceptions
(holiday, vacation, conference, CME, sick day), template blocks (admin time, lunch,
rounding, meeting), double-booking, overbooking, slot rules
• Referrals, Authorizations, and Insurance: Referral types, referral order, referral tracking,
referral workqueues, authorization requirements (pre-authorization, prior authorization,
pre-certification), authorization process, eligibility check (RTE via 270/271), insurance
verification, coverage details (copay, coinsurance, deductible), insurance types
(commercial, Medicare, Medicaid, Tricare, Workers' Comp, Auto, self-pay)
• Check-In, Check-Out, and Encounter Management: Kiosk check-in, front desk check-in,
patient arrives workflow, update demographics, verify insurance, collect co-pay, consent
, forms, questionnaires (PHQ-9, SDOH), intake forms, after-visit summary (AVS), patient
instructions, close encounter, charge capture, coding (ICD-10, CPT, HCPCS), modifiers,
billing submission (EDI 837), claim edit, claim rejection, claim denial
• Waitlist, Recall, and Preventative Care: Waitlist management (add patient to waitlist,
waitlist prioritization, auto-match, manual review), waitlist reporting, recall tracking
(preventative care recall (mammogram, colonoscopy, pap smear, well-child visit, physical
exam), condition-based recall (diabetes follow-up, hypertension follow-up)), recall
frequency, recall notification (letter, phone call, MyChart message, text message, email),
recall completion, recall reporting, preventative care guidelines (USPSTF)
• Reporting and Analytics: Reports (appointment volume, provider productivity, no-show,
waitlist, recall, referral, authorization, charge capture, revenue, denial, cash collections, AR
aging), KPIs (show rate, no-show rate, cancellation rate, reschedule rate, wait time (TNA –
third next available appointment), lead time), overbook rate, double-book rate, utilization
rate, capacity utilization, slot fill rate, referral conversion rate, authorization approval rate,
denial rate, net collection rate, gross collection rate, days in AR, charge lag, payment lag,
clean claim rate, first-pass resolution rate, dashboards (operational, financial, quality,
patient experience, performance), trend analysis, benchmarking, variance analysis, root
cause analysis, predictive analytics
• System Configuration and Troubleshooting: Template build (SMF), template rules (slot
duration, resource requirements, room requirements, equipment requirements), scheduling
rules (profile rules, slot rules), scheduling restrictions (time restrictions, provider
restrictions, resource restrictions, eligibility rules), waitlist rules (prioritization, matching,
notification), recall rules (frequency, due date calculation, notification methods), referral
rules (type, required, expiration, authorization), authorization rules (required, time limit,
visit limit, dollar limit), charge capture rules (routing, approval), coding rules (validation,
NCCI edits, MUEs, LCDs, NCDs), user access and security (user roles, security classes,
security groups, RBAC, user provisioning, audit trails), troubleshooting (duplicate
appointments, overlapping appointments, schedule conflicts, template errors, slot
availability errors, scheduling rule violations, duplicate MRN, registration errors, insurance
verification errors, eligibility errors, authorization errors, missing charges, incorrect coding,
claim rejections, claim denials, HL7 interface errors (ADT, SIU, DFT, MDM, ORM), interface
monitoring, error logs, message reprocessing, interface connectivity, system performance,
Epic Cadence integration with EpicCare, MyChart, Healthy Planet, Resolute, Prelude, Grand
, Central, Welcome, Kaleidoscope, Beacon, Cupid, Radiant, Willow, OpTime, Anesthesia, ASAP,
Stork, Bones, Dorothy, Cogito (Clarity, Caboodle, SlicerDicer, Radar, Reporting Workbench,
Business Objects, Crystal Reports, SSRS))
This examination reflects all current Epic Cadence 201 certification standards. Each question
includes the correct answer and a detailed rationale with Epic terminology and functionality
references to support exam readiness.
Section 1: Patient Access and Registration (Questions 1-15)
Q1: When registering a patient in Epic, which of the following is used to search for existing
records to prevent duplicate Medical Record Numbers (MRNs)?
• A. Provider Index
• B. Master Patient Index (MPI)
• C. Patient Portal
• D. Scheduling Workqueue
[CORRECT] B. Master Patient Index (MPI)
Rationale:
• The Master Patient Index (MPI) is the system used to search for existing patient records
before creating a new MRN. It uses demographic information (name, DOB, SSN, address) to
identify potential duplicates and prevent duplicate records.
Q2: A patient requests that their adult child be given access to their MyChart account to help
manage appointments. What type of access should be granted?
• A. Full access without restrictions
• B. Proxy access (with patient consent)
• C. Guest access
• D. Emergency access only
[CORRECT] B. Proxy access (with patient consent)
Rationale:
, • Proxy access allows a designated individual (family member, caregiver) to access another
patient's MyChart account with the patient's consent. For adults, the patient must authorize
the proxy. Minor proxy rules vary by state.
Q3: Which of the following is required for a patient to activate their MyChart account? (Select all
that apply)
• A. Valid email address or mobile phone number
• B. Activation code (provided during registration or via mail)
• C. Social Security number
• D. Insurance card
[CORRECT] A, B
Rationale:
• MyChart activation requires a valid email address or mobile phone number and an
activation code (generated during registration or sent via mail/email). SSN and insurance
information are not required for activation (though may be needed for other purposes).
Q4: When two patient records are accidentally created for the same person, what is the process
to correct this in Epic?
• A. Delete one record permanently
• B. Merge the duplicate records (patient merge)
• C. Ignore the duplicate
• D. Create a third record
[CORRECT] B. Merge the duplicate records (patient merge)
Rationale:
• Duplicate records must be merged (patient merge) to combine clinical and demographic
information into a single, correct record. The merge process designates a "master" record
and "source" record, with data merged appropriately. Deletion is not permitted for audit
trail reasons.
Q5: Under HIPAA, a patient's protected health information (PHI) can be disclosed without
authorization for which of the following purposes?
• A. Marketing without patient consent
• B. Treatment, payment, and healthcare operations (TPO)
Systems | Patient Access and Scheduling
Questions and Verified Answers Comprehensive
Review..
INTRODUCTION.
This comprehensive practice examination is designed for healthcare IT professionals and Epic
analysts preparing for the Epic Cadence 201 Certification Exam for the current certification
cycle. Epic Cadence is the patient access and scheduling module that manages appointment
scheduling, resource management, patient registration, referrals, authorizations, and encounter
management.
Major Content Areas Covered:
• Patient Access and Registration: Patient registration, MPI (Master Patient Index),
duplicate record handling, patient identification, MyChart activation, proxy access, consents,
advance directives, HIPAA, ROI (Release of Information)
• Appointment Scheduling Workflows: Slot search, schedule appointment, appointment
types, appointment status (scheduled, checked-in, arrived, in-room, checked-out, cancelled,
no-show, rescheduled, pending), appointment confirmation, reminder calls, text reminders,
MyChart reminders, online scheduling
• Resource Management and Templates: Provider template build (SMF – Schedule Master
File), resource template (rooms, equipment, RN, MA), appointment type template (visit
length, resources), template patterns (weekly, monthly, rotation), template exceptions
(holiday, vacation, conference, CME, sick day), template blocks (admin time, lunch,
rounding, meeting), double-booking, overbooking, slot rules
• Referrals, Authorizations, and Insurance: Referral types, referral order, referral tracking,
referral workqueues, authorization requirements (pre-authorization, prior authorization,
pre-certification), authorization process, eligibility check (RTE via 270/271), insurance
verification, coverage details (copay, coinsurance, deductible), insurance types
(commercial, Medicare, Medicaid, Tricare, Workers' Comp, Auto, self-pay)
• Check-In, Check-Out, and Encounter Management: Kiosk check-in, front desk check-in,
patient arrives workflow, update demographics, verify insurance, collect co-pay, consent
, forms, questionnaires (PHQ-9, SDOH), intake forms, after-visit summary (AVS), patient
instructions, close encounter, charge capture, coding (ICD-10, CPT, HCPCS), modifiers,
billing submission (EDI 837), claim edit, claim rejection, claim denial
• Waitlist, Recall, and Preventative Care: Waitlist management (add patient to waitlist,
waitlist prioritization, auto-match, manual review), waitlist reporting, recall tracking
(preventative care recall (mammogram, colonoscopy, pap smear, well-child visit, physical
exam), condition-based recall (diabetes follow-up, hypertension follow-up)), recall
frequency, recall notification (letter, phone call, MyChart message, text message, email),
recall completion, recall reporting, preventative care guidelines (USPSTF)
• Reporting and Analytics: Reports (appointment volume, provider productivity, no-show,
waitlist, recall, referral, authorization, charge capture, revenue, denial, cash collections, AR
aging), KPIs (show rate, no-show rate, cancellation rate, reschedule rate, wait time (TNA –
third next available appointment), lead time), overbook rate, double-book rate, utilization
rate, capacity utilization, slot fill rate, referral conversion rate, authorization approval rate,
denial rate, net collection rate, gross collection rate, days in AR, charge lag, payment lag,
clean claim rate, first-pass resolution rate, dashboards (operational, financial, quality,
patient experience, performance), trend analysis, benchmarking, variance analysis, root
cause analysis, predictive analytics
• System Configuration and Troubleshooting: Template build (SMF), template rules (slot
duration, resource requirements, room requirements, equipment requirements), scheduling
rules (profile rules, slot rules), scheduling restrictions (time restrictions, provider
restrictions, resource restrictions, eligibility rules), waitlist rules (prioritization, matching,
notification), recall rules (frequency, due date calculation, notification methods), referral
rules (type, required, expiration, authorization), authorization rules (required, time limit,
visit limit, dollar limit), charge capture rules (routing, approval), coding rules (validation,
NCCI edits, MUEs, LCDs, NCDs), user access and security (user roles, security classes,
security groups, RBAC, user provisioning, audit trails), troubleshooting (duplicate
appointments, overlapping appointments, schedule conflicts, template errors, slot
availability errors, scheduling rule violations, duplicate MRN, registration errors, insurance
verification errors, eligibility errors, authorization errors, missing charges, incorrect coding,
claim rejections, claim denials, HL7 interface errors (ADT, SIU, DFT, MDM, ORM), interface
monitoring, error logs, message reprocessing, interface connectivity, system performance,
Epic Cadence integration with EpicCare, MyChart, Healthy Planet, Resolute, Prelude, Grand
, Central, Welcome, Kaleidoscope, Beacon, Cupid, Radiant, Willow, OpTime, Anesthesia, ASAP,
Stork, Bones, Dorothy, Cogito (Clarity, Caboodle, SlicerDicer, Radar, Reporting Workbench,
Business Objects, Crystal Reports, SSRS))
This examination reflects all current Epic Cadence 201 certification standards. Each question
includes the correct answer and a detailed rationale with Epic terminology and functionality
references to support exam readiness.
Section 1: Patient Access and Registration (Questions 1-15)
Q1: When registering a patient in Epic, which of the following is used to search for existing
records to prevent duplicate Medical Record Numbers (MRNs)?
• A. Provider Index
• B. Master Patient Index (MPI)
• C. Patient Portal
• D. Scheduling Workqueue
[CORRECT] B. Master Patient Index (MPI)
Rationale:
• The Master Patient Index (MPI) is the system used to search for existing patient records
before creating a new MRN. It uses demographic information (name, DOB, SSN, address) to
identify potential duplicates and prevent duplicate records.
Q2: A patient requests that their adult child be given access to their MyChart account to help
manage appointments. What type of access should be granted?
• A. Full access without restrictions
• B. Proxy access (with patient consent)
• C. Guest access
• D. Emergency access only
[CORRECT] B. Proxy access (with patient consent)
Rationale:
, • Proxy access allows a designated individual (family member, caregiver) to access another
patient's MyChart account with the patient's consent. For adults, the patient must authorize
the proxy. Minor proxy rules vary by state.
Q3: Which of the following is required for a patient to activate their MyChart account? (Select all
that apply)
• A. Valid email address or mobile phone number
• B. Activation code (provided during registration or via mail)
• C. Social Security number
• D. Insurance card
[CORRECT] A, B
Rationale:
• MyChart activation requires a valid email address or mobile phone number and an
activation code (generated during registration or sent via mail/email). SSN and insurance
information are not required for activation (though may be needed for other purposes).
Q4: When two patient records are accidentally created for the same person, what is the process
to correct this in Epic?
• A. Delete one record permanently
• B. Merge the duplicate records (patient merge)
• C. Ignore the duplicate
• D. Create a third record
[CORRECT] B. Merge the duplicate records (patient merge)
Rationale:
• Duplicate records must be merged (patient merge) to combine clinical and demographic
information into a single, correct record. The merge process designates a "master" record
and "source" record, with data merged appropriately. Deletion is not permitted for audit
trail reasons.
Q5: Under HIPAA, a patient's protected health information (PHI) can be disclosed without
authorization for which of the following purposes?
• A. Marketing without patient consent
• B. Treatment, payment, and healthcare operations (TPO)
