1
Epic Systems Training Exam – Healthcare IT
Certification | 2026/2027 Questions and Verified
Answers..
Question 1 (Multiple-Choice)
A nurse logs into EPIC and needs to quickly access the patient list for their assigned unit. Which
navigation element in the Hyperspace workspace provides direct access to departmental patient
lists and activity boards?
A) The Storyboard panel on the left side of the screen
B) The Epic button (top-left corner) and associated activity tabs
C) The wrench icon in the patient chart toolbar
D) The Chart Search bar at the top of the workspace
Answer: B) The Epic button (top-left corner) and associated activity tabs [CORRECT]
Rationale: The Epic button serves as the primary navigation hub in Hyperspace, providing
access to activity tabs such as Patient Lists, Snapboards, and departmental dashboards. These
activity tabs allow users to view assigned patients, unit census, and workflow boards without
needing to search for individual patients. This is the most efficient navigation path for accessing
unit-based patient lists. Key efficiency consideration: Using activity tabs rather than individual
chart searches saves significant time during shift changes and rounding.
Question 2 (Multiple-Choice)
A provider wants to open multiple patient charts simultaneously to prepare for morning rounds.
Which Hyperspace feature allows users to maintain several open charts and switch between
them efficiently?
A) The Chart Search history dropdown
B) The Snapboard view
C) The tabbed chart navigation or "Open Charts" area
D) The Reporting Workbench
, 2
Answer: C) The tabbed chart navigation or "Open Charts" area [CORRECT]
Rationale: Hyperspace supports tabbed chart navigation, allowing users to open multiple
patient charts simultaneously and switch between them via tabs or an "Open Charts" section.
This functionality is essential for providers managing multiple patients during rounds or cross-
covering multiple services. Key efficiency consideration: Opening charts in advance and using
tabbed navigation eliminates repeated Chart Searches and reduces login session time.
Sub-Topic: Chart Search Function (2 Questions)
Question 3 (Scenario-Based Workflow)
A registration clerk receives a phone call from a patient who wants to confirm an appointment.
The patient states their name is "John Smith" and their date of birth is March 15, 1965. The
clerk searches EPIC Chart Search and finds three patients named John Smith. What is the correct
next step to identify the correct patient?
A) Select the first John Smith in the list, as EPIC sorts by most recent activity
B) Ask the caller for additional identifiers (MRN, phone number, or last four digits of SSN) and
match against the DOB
C) Open all three charts and compare appointment dates to determine the correct patient
D) Create a new patient record to avoid confusion
Answer: B) Ask the caller for additional identifiers (MRN, phone number, or last four digits of
SSN) and match against the DOB [CORRECT]
Rationale: EPIC requires two patient identifiers to confirm identity before accessing any record.
When multiple patients share the same name and DOB, additional identifiers (MRN, phone
number, address, or SSN digits) must be obtained to ensure the correct chart is accessed. This
prevents privacy breaches and medical errors. Key compliance consideration: Opening multiple
charts to "find" the right patient violates the minimum necessary standard and creates audit
trail violations.
Question 4 (Select-All-That-Apply)
, 3
Which of the following search criteria can be used in EPIC Chart Search to locate a patient?
(Select all that apply.)
A) Patient's full name
B) Date of birth (DOB)
C) Medical record number (MRN)
D) Partial name with date of birth
E) Social Security Number (full)
F) Phone number
Answer: A, B, C, D, F [CORRECT]
Rationale: EPIC Chart Search supports multiple search criteria including full name, date of birth,
MRN, combinations of partial name with DOB, and phone number. However, full Social Security
Number searches are typically restricted or disabled in most EPIC configurations due to HIPAA
security concerns and the risk of exposing PHI through search logs. Key compliance
consideration: Organizations often disable SSN-based searching to prevent unauthorized access
and reduce identity theft risk.
Sub-Topic: Patient Station and Chart Review Tabs (2 Questions)
Question 5 (Multiple-Choice)
A physician opens a patient chart and notices the Storyboard panel on the left side displays a
red "ALLERGY" alert and a yellow "FALL RISK" precaution. Where in the EPIC chart can the
physician find the detailed rationale and history behind these alerts?
A) In the Patient Station demographic header
B) In the Allergies and Hospital Issues sections accessible via chart review tabs
C) In the In-Basket messages from nursing staff
D) In the Reporting Workbench
Answer: B) In the Allergies and Hospital Issues sections accessible via chart review tabs
[CORRECT]
, 4
Rationale: The Storyboard provides a high-level visual summary of critical patient information
(allergies, code status, precautions, isolation status), but the detailed history, reactions, severity,
and documentation supporting these alerts are found in the corresponding chart review
sections (Allergies, Hospital Issues, Problem List). Key workflow principle: The Storyboard serves
as a quick-reference safety tool, while chart review tabs contain the comprehensive clinical
data.
Question 6 (Select-All-That-Apply)
Which of the following information is typically displayed in the EPIC Patient Station header
when a patient chart is opened? (Select all that apply.)
A) Patient name and date of birth
B) Current location (bed/room number)
C) Active allergies with reaction severity
D) Assigned provider and care team
E) Current vital signs
F) Insurance and guarantor information
Answer: A, B, D [CORRECT]
Rationale: The Patient Station header displays core identifying information (name, DOB, MRN,
age, sex), current location (bed/room, facility), and assigned care team (attending, primary care
provider). Active allergies are displayed in the Storyboard panel, not the header. Current vital
signs appear in flowsheets or the Storyboard snapshot. Insurance/guarantor information is
typically found in the Registration/Insurance tab, not the clinical header. Key efficiency
consideration: The header is designed for rapid patient identification, while detailed clinical and
financial data resides in specific chart sections.
Sub-Topic: Customizing Workspaces and Quick Actions (2 Questions)
Question 7 (Multiple-Choice)
Epic Systems Training Exam – Healthcare IT
Certification | 2026/2027 Questions and Verified
Answers..
Question 1 (Multiple-Choice)
A nurse logs into EPIC and needs to quickly access the patient list for their assigned unit. Which
navigation element in the Hyperspace workspace provides direct access to departmental patient
lists and activity boards?
A) The Storyboard panel on the left side of the screen
B) The Epic button (top-left corner) and associated activity tabs
C) The wrench icon in the patient chart toolbar
D) The Chart Search bar at the top of the workspace
Answer: B) The Epic button (top-left corner) and associated activity tabs [CORRECT]
Rationale: The Epic button serves as the primary navigation hub in Hyperspace, providing
access to activity tabs such as Patient Lists, Snapboards, and departmental dashboards. These
activity tabs allow users to view assigned patients, unit census, and workflow boards without
needing to search for individual patients. This is the most efficient navigation path for accessing
unit-based patient lists. Key efficiency consideration: Using activity tabs rather than individual
chart searches saves significant time during shift changes and rounding.
Question 2 (Multiple-Choice)
A provider wants to open multiple patient charts simultaneously to prepare for morning rounds.
Which Hyperspace feature allows users to maintain several open charts and switch between
them efficiently?
A) The Chart Search history dropdown
B) The Snapboard view
C) The tabbed chart navigation or "Open Charts" area
D) The Reporting Workbench
, 2
Answer: C) The tabbed chart navigation or "Open Charts" area [CORRECT]
Rationale: Hyperspace supports tabbed chart navigation, allowing users to open multiple
patient charts simultaneously and switch between them via tabs or an "Open Charts" section.
This functionality is essential for providers managing multiple patients during rounds or cross-
covering multiple services. Key efficiency consideration: Opening charts in advance and using
tabbed navigation eliminates repeated Chart Searches and reduces login session time.
Sub-Topic: Chart Search Function (2 Questions)
Question 3 (Scenario-Based Workflow)
A registration clerk receives a phone call from a patient who wants to confirm an appointment.
The patient states their name is "John Smith" and their date of birth is March 15, 1965. The
clerk searches EPIC Chart Search and finds three patients named John Smith. What is the correct
next step to identify the correct patient?
A) Select the first John Smith in the list, as EPIC sorts by most recent activity
B) Ask the caller for additional identifiers (MRN, phone number, or last four digits of SSN) and
match against the DOB
C) Open all three charts and compare appointment dates to determine the correct patient
D) Create a new patient record to avoid confusion
Answer: B) Ask the caller for additional identifiers (MRN, phone number, or last four digits of
SSN) and match against the DOB [CORRECT]
Rationale: EPIC requires two patient identifiers to confirm identity before accessing any record.
When multiple patients share the same name and DOB, additional identifiers (MRN, phone
number, address, or SSN digits) must be obtained to ensure the correct chart is accessed. This
prevents privacy breaches and medical errors. Key compliance consideration: Opening multiple
charts to "find" the right patient violates the minimum necessary standard and creates audit
trail violations.
Question 4 (Select-All-That-Apply)
, 3
Which of the following search criteria can be used in EPIC Chart Search to locate a patient?
(Select all that apply.)
A) Patient's full name
B) Date of birth (DOB)
C) Medical record number (MRN)
D) Partial name with date of birth
E) Social Security Number (full)
F) Phone number
Answer: A, B, C, D, F [CORRECT]
Rationale: EPIC Chart Search supports multiple search criteria including full name, date of birth,
MRN, combinations of partial name with DOB, and phone number. However, full Social Security
Number searches are typically restricted or disabled in most EPIC configurations due to HIPAA
security concerns and the risk of exposing PHI through search logs. Key compliance
consideration: Organizations often disable SSN-based searching to prevent unauthorized access
and reduce identity theft risk.
Sub-Topic: Patient Station and Chart Review Tabs (2 Questions)
Question 5 (Multiple-Choice)
A physician opens a patient chart and notices the Storyboard panel on the left side displays a
red "ALLERGY" alert and a yellow "FALL RISK" precaution. Where in the EPIC chart can the
physician find the detailed rationale and history behind these alerts?
A) In the Patient Station demographic header
B) In the Allergies and Hospital Issues sections accessible via chart review tabs
C) In the In-Basket messages from nursing staff
D) In the Reporting Workbench
Answer: B) In the Allergies and Hospital Issues sections accessible via chart review tabs
[CORRECT]
, 4
Rationale: The Storyboard provides a high-level visual summary of critical patient information
(allergies, code status, precautions, isolation status), but the detailed history, reactions, severity,
and documentation supporting these alerts are found in the corresponding chart review
sections (Allergies, Hospital Issues, Problem List). Key workflow principle: The Storyboard serves
as a quick-reference safety tool, while chart review tabs contain the comprehensive clinical
data.
Question 6 (Select-All-That-Apply)
Which of the following information is typically displayed in the EPIC Patient Station header
when a patient chart is opened? (Select all that apply.)
A) Patient name and date of birth
B) Current location (bed/room number)
C) Active allergies with reaction severity
D) Assigned provider and care team
E) Current vital signs
F) Insurance and guarantor information
Answer: A, B, D [CORRECT]
Rationale: The Patient Station header displays core identifying information (name, DOB, MRN,
age, sex), current location (bed/room, facility), and assigned care team (attending, primary care
provider). Active allergies are displayed in the Storyboard panel, not the header. Current vital
signs appear in flowsheets or the Storyboard snapshot. Insurance/guarantor information is
typically found in the Registration/Insurance tab, not the clinical header. Key efficiency
consideration: The header is designed for rapid patient identification, while detailed clinical and
financial data resides in specific chart sections.
Sub-Topic: Customizing Workspaces and Quick Actions (2 Questions)
Question 7 (Multiple-Choice)
